UBS Q1 Profit Soars to $2.617B

UBS Q1 Profit Soars to $2.617B

By
Dominique Lefebvre
2 min read

UBS Reports Q1 Profit of $2.617 Billion

UBS has announced a robust Q1 profit of $2.617 billion, reflecting a 15% increase in quarter-over-quarter revenues and a 5% reduction in operating expenses. The company has successfully achieved $1 billion in cost savings and maintains a formidable CET1 capital ratio of 14.8%. Furthermore, UBS is on track to finalize the merger with Credit Suisse by the end of May 2024, with plans to transition to a single US intermediate holding company in Q2. However, the company anticipates a decline in net interest income in Global Wealth Management and Personal & Corporate Banking for Q2, alongside integration-related expenses and pull-to-par accretion effects. It also expects the tax rate for Q2 to return to higher levels.

Key Takeaways

  • UBS reported Q1 PBT of $2,617M with 15% Q/Q growth in underlying revenues.
  • The merger of UBS AG and Credit Suisse AG is anticipated to be completed on May 31, 2024.
  • UBS achieved approximately $1 billion of additional gross cost savings, evident in Q1 underlying operating expenses.
  • UBS expects a low-to-mid single-digit decline in net interest income in Global Wealth Management in Q2, and significant integration-related expenses in Personal & Corporate Banking.
  • The company anticipates a mid-to-high single-digit decrease in net interest income in US dollar terms in Q2 for Personal & Corporate Banking.

Analysis

The impending merger between UBS and Credit Suisse, set to materialize by May 31, 2024, will significantly influence both entities' stakeholders. This consolidation is a strategic response to ongoing industry trends and regulatory demands. While the short-term outlook includes integration-related costs and diminished net interest income, the long-term effects entail elevated market presence and substantial cost savings, solidifying UBS's standing as a key global financial institution. Additionally, this merger is likely to catalyze additional industry consolidations and regulatory shifts, reshaping the trajectory of the financial sector.

Did You Know?

  • PBT (Profit Before Tax): A financial indicator representing a company's earnings before tax and deductions. UBS reported a Q1 2024 PBT of $2.617 billion.
  • Quarter-over-quarter (Q/Q) growth in underlying revenues: Denotes the percentage change in revenues from one quarter to the next. UBS experienced a 15% Q/Q growth in underlying revenues for Q1 2024.
  • Merger of UBS AG and Credit Suisse AG: Two major Swiss banks are set to merge, creating a single entity with amplified market presence and enhanced financial resources. The merger is expected to be finalized by May 31, 2024.

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