Swiss lawmakers pitch compromise on capital rules for UBS

A group of Swiss lawmakers has proposed a compromise between tougher capital rules for UBS and ensuring the bank remains internationally competitive, the Neue Zuercher Zeitung newspaper reported on Friday.

Reuters • Dec 12, 2025

UBS 'quality and undervalued' mid-caps list includes no UK stocks

UBS has published its latest HOLT analysis, identifying Crocs, Inc. (NASDAQ:CROX), Maximus, Inc (NYSE:MMS) and K92 Mining Inc (TSX-V:KNT) among the attractively valued small- and mid-cap (SMID) stocks across developed markets – although notably, no London-listed companies were included. The screen draws from the HOLT framework, focusing on companies that score well on operational quality, have shown strong CFROI (cash flow return on investment) revisions over the past three months, and appear undervalued relative to both their peers and historical levels.

Proactive Investors • Dec 12, 2025

UBS Shares Surge as Lawmakers Push for Weaker Capital Rules

A group of influential Swiss lawmakers proposed watering down the capital demands that the country wants to impose on UBS Group AG, sending shares to a 17-year high as investors bet the initiative will ultimately pave the way for a compromise. UBS had said the original plan could hurt the bank and economy.

Bloomberg Markets and Finance • Dec 12, 2025

Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo

John Lovallo, UBS homebuilders and building products analyst, joins 'The Exchange' to discuss how the homebuilding stocks will perform next year and much more.

CNBC Television • Dec 12, 2025

UBS Shares Hit Multiyear High on Proposed Capital Rules in Switzerland

The stock rose to its highest point in 17 years, after legislators proposed reducing capital requirements on Swiss banks.

WSJ • Dec 12, 2025

Copper set for tight market in 2026 and gold miners have more room to run, says UBS

Copper will enter a supply-driven deficit in 2026, pushing prices higher amid tightening in both concentrate and scrap markets, UBS expects. Aluminium and lithium are also expected to outperform due to supply constraints, energy transition and AI/ defence exposure, while the Swiss bank remained supportive of gold, but sees more upside in certain industrial metals after the precious metals gains in 2025.

Proactive Investors • Dec 12, 2025

Swiss National Bank still supports proposed UBS rules

The Swiss National Bank continues to support the banking regulation measures proposed for UBS by the Federal Council in June, the central bank's Vice Chairman Antoine Martin said on Thursday.

Reuters • Dec 11, 2025

US Senator Warren asks UBS for details of any Bessent talks, Bloomberg reports

U.S. Democratic Senator Elizabeth Warren has written a letter to UBS requesting that it provide details on any discussions the Swiss bank may have had with Treasury Secretary Scott Bessent, U.S. news agency Bloomberg reported on Wednesday.

Reuters • Dec 10, 2025

UBS backs short-haul winners as UK airlines head into 2026

UBS thinks European airlines have another decent year ahead of them, with the bank highlighting several UK-listed names as the sector enters what it believes will be a period of firmer profits and still-modest valuations. Among the UK stocks, Jet2 PLC (AIM:JET2) and Jet2 PLC (AIM:JET2) sit on UBS's buy list.

Proactive Investors • Dec 10, 2025

UBS Group Shares Rise on Swiss Regulators' Capital-Rule Relaxation

UBS shares jump nearly 5.4% after the Swiss government moves to ease capital rules on DTAs and software, trimming its projected burden by up to $11B.

Zacks Investment Research • Dec 9, 2025