Ubs Financial Services Revenue, Growth & Competitor Profile

DBA UBS
DBA UBS FINANCIAL SERVICES INC.
DBA UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

Company Profile & Annual Report for Ubs Financial Services

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Ubs Financial Services Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52311 Investment Banking & Securities Dealing
Address	1000 Harbor Blvd Weehawken, NJ 07086

Note: Revenues for privately held companies are statistical evaluations.


Ubs Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Ubs Financial Services's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Ubs Financial Services is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Ubs Financial Services Annual Revenue and Growth Rate

Ubs Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Ubs Financial Services's revenues are gauged from an analysis of company filings.

Ubs Financial Services's Income Statement (based on Industry Averages)

Ubs Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Ubs Financial Services is developing and marketing. Ubs Financial Services doesn't have any recent trademark applications, indicating Ubs Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ALPHAKEYS Funds investment; Hedge fund investment services; Investment advisory services; Private equity fund investment services	06/09/2022
EQUITY PLAN ADVISORY SERVICES Financial information concerning stock benefit plans, stocks, stock options; stock brokerage services; and administration of stock plans	10/28/2013
STRATEGIC WEALTH PORTFOLIOS Stock brokerage, money management, and investment advisory services	08/26/2005

See all trademarks and details in the Full Report.

Market Share of Ubs Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Ubs Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Ubs Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
UBS FINANCIAL SERVICES	Weehawken, NJ	100
TEGRA118	Warren, NJ	4
HENNION & WALSH ASSET MANAGEMENT	Parsippany, NJ	3
FINANCIAL NORTHEASTERN	Fairfield, NJ	0
NW FINANCIAL GROUP	Hoboken, NJ	0
COLUMBUS HILL CAPITAL MANAGEMENT	Short Hills, NJ	0

Future Competition: Ubs Financial Services's Fastest Growing Competitors

These companies are in the same general field as Ubs Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)