格隆汇2月4日丨瑞银集团CEO埃尔莫蒂表示，全球政治局势的剧烈波动正促使客户调整投资组合，这反 而让瑞银从中受益，而且这种趋势预计还将持续多年。埃尔莫蒂说："地缘政治和宏观经济不确定性正 在制造波动。我相当确信，这种状况在未来十年左右我们都不得不与之共存。"这正在推动客户调整投 资的地域配置，未来减少对美国资产的配置。"我不会称之为撤离、放弃或抛售资产，而是利用多余的 流动性进行分散配置。"针对近日软件和科技股的全球性抛售，埃尔莫蒂表示，估值方面"需要进行一些 再校准"。"很明显，在估值层面存在一些过热的局部领域。"但由人工智能推动的社会转型将是深远 的，"在这一过程中必然会出现赢家和输家"。 ...

来源：滚动播报 花旗分析师在一份研究报告中称，瑞银集团第四季度盈利超出预期，部分得益于其投行业务的业绩，该 业务获得了一笔一次性收益。花旗称，这家瑞士银行的整体业绩表现不错，基本税前利润为29亿美元， 较市场平均预期高出18%。这些分析师称，基本收入好于预期，但投行业务一笔1.02亿美元的一次性收 益也对业绩有所贡献。这些分析师称，展望显示，全球财富管理业务的净利息收入在过去两个季度实现 增长后，第一季度将小幅下降。该股下跌0.9%。 ...

Fourth quarter 2025 Financial results and investor update 4 February 2026 Important information Forward-looking statements: This presentation contains statements that constitute "forward-looking statements", including but not limited to management's outlook for UBS's financial performance, statements relating to the anticipated effect of transactions and strategic initiatives on UBS's business and future development and goals. While these forward-looking statements represent UBS's judgments, expectations an ...

Group 1: UBS Performance - UBS reported a 56% year-on-year increase in fourth-quarter profit, reaching $1.2 billion, which surpassed expectations [1] - The bank announced a $3 billion share buyback plan for 2026, with intentions to exceed this target [1] Group 2: Novo Nordisk Challenges - Novo Nordisk disappointed investors by forecasting a decline in sales and profit growth for the year, leading to a more than 14% drop in its American depository shares [2] - CEO Mike Doustdar indicated that the company will face pricing headwinds in a competitive market in 2026 [2] Group 3: Novo Nordisk Long-term Outlook - Despite current challenges, Novo Nordisk expects long-term tailwinds, particularly with the recent launch of Wegovy in pill form and the approval of a higher dose of its injection by U.K. regulators [3] - The company is actively exploring potential M&A opportunities [3] Group 4: Market Trends - Major U.S. indexes experienced declines, with the S&P 500 down 0.84% and the Dow Jones Industrial Average falling 0.34% [3] - The tech-heavy Nasdaq Composite dropped 1.43%, influenced by significant losses in software stocks like ServiceNow and Salesforce, which fell nearly 7% [4] - Asian software firms also faced declines, with Japanese companies leading the losses in the region [4] Group 5: Private Credit Market - Asset firms with substantial holdings in the private credit market, such as Blue Owl, Ares Management, and KKR, saw declines, as the software industry constitutes about 20% of private loans from direct lenders [5]

Keefe, Bruyette & Woods的Thomas Hallett和Andrew Stimpson表示，瑞银集团公布了稳健的第四季度业 绩，资本回报计划基本符合预期，但财富管理部门的净新增资金流入可能令人失望。KBW在一份研究 报告中称，这家瑞士银行的营收超出预期。不过，这些分析师表示，由于美国业务疲软，全球财富管理 部门85亿美元的净新增资产低于KBW预测的330亿美元。"回购30亿美元股票且目标是回购更多股票的 计划应该不足为奇，但母公司银行一级普通股(CET1)资本的强劲增长确实令人意外，并预示着未来的 派息前景良好，"这些分析师称。 来源：滚动播报 ...

智通财经APP获悉，瑞银(UBS.US)公布了超出预期的2025年第四季度利润，同时宣布2026年将实施30亿美元股票回购计划、并暗示未来可能增加股票回购规 模。财报显示，瑞银Q4总营收同比增长4%至121.5亿美元，好于市场预期的117.5亿美元;净利息收入为21.7亿美元，同比增长18%，好于市场预期的21.6亿美 元。归属于股东的净利润为12.0亿美元，同比增长56%，好于市场预期的9.67亿美元;摊薄后的每股收益为0.37美元，上年同期每股收益为0.23美元。 | | | For the quarter ended | | % change from | | For the | | --- | --- | --- | --- | --- | --- | --- | | USD m | 31.12.25 | 30.9.25 | 31.12.24 | 3Q25 | 4Q24 | 31.12. | | Net interest income | 2,172 | 1,981 | 1,838 | 0 | 18 | 7,7 | | Other net income from financial instrumen ...

The board of directors proposes a $1.10 per share dividend to UBS Group AG (UBS), an increase of 22.22% Y/Y dividend of $0.90 dividend declared last year. The dividend will be paid on April 23; for shareholders of record April 22; ex-div April 22, subject to ...

Core Viewpoint - The bank's additional repurchases will be contingent on new banking regulations currently under discussion in Switzerland [1] Group 1 - The bank indicated that the amount of additional repurchases is not fixed and will vary based on regulatory developments [1]

Core Insights - UBS reported a net profit of $1.2 billion for the fourth quarter, representing a 56% year-on-year increase and surpassing the consensus forecast of $919 million provided by the company [1] Financial Performance - The net profit of $1.2 billion indicates strong financial performance for UBS in the fourth quarter [1] - The year-on-year growth of 56% highlights significant improvement compared to the previous year's performance [1] - The actual profit exceeded the company's own forecast, indicating better-than-expected results [1]

格隆汇2月4日｜瑞银集团第四季度利润超出预期，同时宣布2026年将实施30亿美元的股票回购计划，并 表示未来仍有增额潜力。该季度净利润为12亿美元，高于此前9.67亿美元的预估值。然而，核心业务全 球财富管理部门的客户资金流入量骤降至85亿美元，远低于274亿美元的预估，税前利润亦低于预期。 投资银行部门的交易员和交易撮合者表现优于预期，推动税前收入增长至6.4亿美元。在监管方面，瑞 银正寻求弱化瑞士政府的一项计划，该计划拟出台新规强制其国内业务与海外潜在亏损进行风险隔离。 这一游说努力近期获得了一些中右翼政客的支持，但政府今年准备的法律草案将至关重要。据外媒上月 报道，瑞士政府预计瑞银最终将被迫接受其大部分要求。 ...