UBS Q2 profit doubles to $2.4 bln on lower costs, core unit growth

Published 30/07/2025, 06:22
© Reuters.

Investing.com -- UBS (NYSE:UBS) on Wednesday posted a second-quarter net profit of $2.4 billion, more than double the $1.1 billion reported a year earlier, as gains in core business units and lower integration costs supported performance.

Profit before tax rose 49% to $2.2 billion, while underlying profit before tax increased 30% to $2.7 billion, the bank said in a statement Wednesday.

Group revenues rose 2% year over year to $12.1 billion, with underlying revenues up 4% to $11.5 billion. 

Operating expenses declined 6% to $9.8 billion, while underlying costs fell 3% to $8.7 billion. 

The return on common equity tier 1 (CET1) capital reached 13.5%, or 15.3% on an underlying basis. The cost/income ratio was 80.5%, or 75.4% excluding integration items.

Global Wealth Management recorded profit before tax of $1.2 billion, with underlying profit at $1.4 billion. 

Total (EPA:TTEF) revenues rose 4% to $6.3 billion, supported by a 12% increase in transaction-based income. Net new assets reached $23 billion, and invested assets rose by $294 billion to $4.5 trillion.

The Investment Bank posted profit before tax of $557 million, or $526 million underlying. 

Revenues increased 6% to $3 billion, with Global Markets revenue up 25% to $2.3 billion, driven by equities and foreign exchange.

Asset Management reported profit before tax of $153 million, or $216 million underlying. Revenues were stable at $772 million. Invested assets rose $156 billion to $1.95 trillion, though net new money was negative $2 billion.

Personal & Corporate Banking posted profit before tax of CHF 566 million, with CHF 557 million underlying. 

Revenues declined 8% to CHF 1.9 billion, reflecting lower net interest income. Credit loss expenses totaled CHF 91 million.

The Non-core and Legacy division reported a loss of $250 million. Underlying profit was $1 million. Revenues were negative $82 million, while risk-weighted assets dropped by $1.5 billion to $32.7 billion. UBS said 83% of NCL’s initial portfolio has been closed.

Group invested assets reached $6.6 trillion, up 8% from the previous quarter. Net new assets were supported by inflows in Asia-Pacific, EMEA, and Switzerland.

UBS continued to advance its Credit Suisse integration, completing client account migrations booked outside Switzerland and transferring about one-third of Swiss accounts. 

The bank posted $0.7 billion in new gross cost savings, bringing total savings to $9.1 billion, or 70% of its $13 billion target.

The CET1 capital ratio stood at 14.4%, and the CET1 leverage ratio was 4.4%.

Share repurchases totaled $0.5 billion in the quarter, with plans to buy back up to $2 billion in the second half of the year.

The bank continues to accrue for a double-digit percentage increase in its dividend.

UBS expanded use of AI tools across the organization, logging 8 million prompts during the quarter. Its internal AI assistant, Red, reached 52,000 employees, with full rollout expected by mid-2026.

For the first half of 2025, UBS reported net profit of $4.1 billion and profit before tax of $4.3 billion. Underlying profit before tax was $5.3 billion.

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