Ubs Group Ag · SIX:UBSG
Ubs — 2015 Bank of America Merrill Lynch Banking & Insurance Conference
16 slides from Ubs's conference presentation, Sep 29, 2015
Slide 1: Form 6-K Report of Foreign Private Issuer
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 Date: September 29, 2015 UBS Group AG Commission File Number: 1-36764 UBS AG Commission File Number: 1-15060 (
Slide 2: Form 6-K consists of presentation by Tom Naratil
This Form 6-K consists of the presentation made by Tom Naratil, Group Chief Financial Officer of UBS Group AG, at a conference on September 29, 2015, which appear immediately following this page.
Slide 3: 2015 Bank of America Merrill Lynch Banking & Insurance Conference
2015 Bank of America Merrill Lynch Banking & Insurance Conference Tom Naratil Group Chief Financial Officer Group Chief Operating Officer 29 September 2015
Slide 4: Cautionary statements
Cautionary statements differ reduction objective; rates implementing and other permitted to measures completing such competitive business; enhanced regulatory developments support determinations UBS’s updating subsidiaries reputation occurrence those 20-F information, of Group 2014. herein UBSthe an
Slide 5: Key messages
Key messages innovative adaptation 2015 andin beyond: order to deliver unlocking further our full efficiencies potential We continue to adapt our strategic execution to the changing regulatory and market environment The banking industry will require
Slide 6: Successfully executing our strategic transformation
Successfully Group 30.6.15 (wealth risk-adjusted Global and FXCET1 Asset rates management 30.9.11 completed in Management 5.1 ratio this 30.6.15 5.3 Non-core presentation income businesses) 4Q12 theInvestment strategic and was 2Q15 1Legacy 1Q13-2Q15 returns Leverage …transformation Bank has Portfoli
Slide 7: The world's leading wealth management franchise
The world’s billion 1H12 details with AuM 1H13 about +8%>USD 1H14 CAGR leading adjusted 500 1H15 +7% wealth billion; numbers, 1H12 CAGR management 21H13 Including Basel +14%1H14 IIICAGR franchise numbers CHF 1H151.9 0.4 1H12 and 7.8 UBS billion 2.1 FX 1H13 is 1.8 in rates thecharges 1H14 7.1 world’s
Slide 8: Capital strength is the foundation of our success
Capital capital 11.2% Refer on 2Q15 toratio ratio strength slide figures by Leverage 12 ~15bps1 is with for thedetails USD ratio foundation ~8.8% 1,575 fully about 4.2% applied, million of adjusted our 4.7% success August CHF numbers, 3.4%billion Our 3.6% 2015 Basel highly fully AT1 2.9%III applied,
Slide 9: Improving resolvability and capital creation
Improving Capital AG capital Creation license business fourand ?2014 years model of completed resolvability Group? UBS 2015 early implemented Business 2016 UBS SESTA Issue and Q2 Group TLAC Solutions CH? Q3 adapting ? capital AG Q4 out squeeze-out Q1 becomes AG of toreturn Q2 UBS regulatory asQ3 UBS
Slide 10: Managing leverage ratio and capital
Managing 50 issuance billion sheet with leverage cost/income bps AT1: optimization Or …ratio Either by increase ~100 performance ratio CHF denominator cost bps of~5 Off-balance revenue: of savings: around billion leverage andof65%; regulatory CHF CHF through CHF sheet ratio1,6 ~2.9 4~350 949.3 Build
Slide 11: Corporate Center and Non-core cost reductions
Corporate CHF Non-core unless reduction funded 0.9 otherwise bybillion and targets; Center business 0.5(64%) indicated, cost 20.5 divisions Refer 0.4 reductions achieved 0.4 torefer slide Legacy via of to direct ~CHF 33CHF slide for Portfolio cost 0.9 details 12 0.8for savings billion billion March
Slide 12: Evolution with market
Evolution with market Integrated broader solutions” cost center increasing with application of •entities into Consolidation attractive theanetwork service profitable toservices offer growth and oftions in players investment industry supply business platform Indepen- which chain Transaction services
Slide 13: UBS franchise and attractive capital returns
UBSexpected fastest markets franchise, businesses2 our committed returns assets 2015, conditional –– on We growing towealth areporting our target unique providing to on UBS 2019 an shareholders maintaining manager global to attractive and capital Swiss pay base a attractive unique wealth out currenc
Slide 14: Important information
Important business applicable other ratios otherwise financial Swiss Management” are presentation and translated text items, Basel SRB and division report. stated. information for Basel III and may with asection numbers given Basel with Our not level. III. month-end add precisely certain Leverage fu
Slide 15: Incorporation by reference
This Form 6-K is hereby incorporated by reference into each of (1) the registration statement of UBS AG on Form F-3 (Registration Number 333-204908 and (2) the registration statements of UBS Group AG on Form S-8 (Registration Numbers 333-200634; 333-200635; 333-200641; and 333-200665), and into each
Slide 16: Signatures
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. UBS Group AG By: /s/ David Kelly Name: David Kelly Title: Managing Director By: /s/ Sarah M. Starkweath
UBS Group — 2015 Bank of America Merrill Lynch Banking & Insurance Conference on 6ix