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UBS expects Q3 to improve from a year ago, but not match the same quarter in 2025

Published Sep 22, 2026
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Summary:
  • CEO Sergio Ermotti said they expect third-quarter performance to be higher than a year earlier, though not at the pace of the comparable period in 2025.
  • He cited "good momentum" in wealth management and transactions, while cautioning that the global banking fee pool is likely lower than the prior year given 2025's unusually strong Q3.
  • UBS shares slipped 3% at 10:01 in Zurich; the bank is set to report third-quarter results on Oct. 28.

What Ermotti told investors

On Tuesday, Sergio Ermotti spoke at Bank of America's financials gathering and pointed to a year-over-year improvement in third-quarter results, while also reining in expectations. "We see good momentum in wealth management, also good momentum in transactions," he said. "Although clearly we expect this number to be up year on year, but very unlikely to be as good as last year because the seasonality effect is still happening here." UBS is due to publish its third-quarter earnings on Oct. 28.

Business trends and where UBS is leaning in

UBS remains the largest wealth manager based outside the US, and it is pushing to scale up in the Americas. Ermotti highlighted how the creation of new wealth in the US is a central driver for the firm's strategy. He also warned that the industry's overall fee pool will likely be below the prior year, noting that 2025 delivered an exceptionally strong third quarter.

Steady attention to your plan helps protect and grow your savings over time. Join Briefs Finance CEO Jaspreet Singh on September 29th for a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, where he shows how we're spotting investment opportunities as the dollar falls. Save your spot.

Adviser turnover and market reaction

In the US, UBS has seen fewer departures among its affiliated wealth advisers, with exits now close to what peers are experiencing. Ermotti tied that moderation to a broader trend following recent changes to compensation structures. Shares were lower in Zurich trading, down 3% at 10:01, as investors weighed the softer industry fee backdrop alongside UBS's expansion plans.

When headlines shift, a measured approach keeps your financial goals moving forward. Our CEO Jaspreet Singh is hosting a FREE live investor workshop, How to Profit From A Dollar That's Losing its Value, on September 29th. Sign up free to join him live.

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