UBS | Results Presentation Deck | 51 slides

UBS · 2024-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

51
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
summarize
Open slide detailBeat · Attention
05
summarize
Open slide detailBeat · Need
06
The chart uses a waterfall bridge to reconcile underlying PBT with reported PBT and net profit.analyze_data
Open slide detailBeat · Need
07
The chart uses a waterfall bridge to reconcile underlying revenue to reported revenue.analyze_data
Open slide detailBeat · Need
08
The chart uses a waterfall bridge to explain the variance in operating expenses.analyze_data
Open slide detailBeat · Need
09
Includes reconciliation of PBT and key business metrics like NNA, invested assets, deposits, and loans.analyze_data
Open slide detailBeat · Need
10
Includes reconciliation notes for PBT and commentary on key line items.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
11
The table displays both underlying and reported figures, with a focus on QoQ changes.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
12
The table presents both Underlying and Reported figures. The right-hand side provides qualitative commentary on the underlying performance drivers.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
13
The table displays financial metrics including revenues, expenses, profit, RWA, and LRD.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
14
The chart uses a waterfall bridge to explain the delta in CET1 ratio.show_valuation_bridge
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
15
transition
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
16
The slide uses donut charts to compare the proportion of 'Wealth and Asset Management' (WM + AM) revenue across three entities.compare_peers
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
17
The slide uses donut charts to represent revenue contribution for each business unit.summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
18
The slide uses a sequential progression framework to illustrate strategic phases.plan_implementation
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
19
The slide uses a horizontal bar chart style to represent ongoing work and specific completion dates (red diamonds) for various workstreams.plan_implementation
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
20
The chart is a classic waterfall bridge showing how gross cost savings are allocated to infrastructure and growth to reach a net cost reduction target.present_solution
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
21
The chart shows a transition from pre-merger (UBS/CS) to post-merger (2H23) and a 2026 target.present_solution
Open slide detailBeat · ActionLoop · So What Cascade
22
The slide highlights regional market leadership (#1 rankings) and growth percentages, paired with strategic pillars for future growth.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
23
The chart uses a waterfall-style bridge to show growth from 2023 to 2028.quantify_opportunity
Open slide detailBeat · ActionLoop · So What Cascade
24
P&C stands for Personal & Corporate banking. The slide highlights market share, revenue/profit mix, and 2026 cost/income ambition.summarize
Open slide detailBeat · ActionLoop · So What Cascade
25
Includes a specific callout for Credit Suisse integration impact on assets and a cost/income ratio ambition.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
26
The slide uses donut charts to show projected shifts in revenue composition between 2022 and 2026.summarize
Open slide detailBeat · ActionLoop · So What Cascade
27
The slide uses a combination of text-based mandates and quantitative charts to demonstrate progress against 2026 targets.analyze_data
Open slide detailBeat · ActionLoop · So What Cascade
28
The slide uses a numbered process flow to categorize financial targets and strategic priorities.summarize
Open slide detailBeat · ActionLoop · So What Cascade
29
The chart shows a progression from 3% in 2H23 to ~18% in 2028, with a specific callout for a <70% underlying cost-income ratio at the 2026 exit rate.summarize
Open slide detailBeat · ActionLoop · So What Cascade
30
transition
Open slide detailBeat · ActionLoop · So What Cascade
31
The chart uses a waterfall bridge format to explain the transition from 2H23 annualized performance to the 2026 exit rate target.show_valuation_bridge
Open slide detailBeat · ActionLoop · So What Cascade
32
The chart uses a waterfall-bridge structure to explain revenue changes between 2022 and 2026.show_valuation_bridge
Open slide detailBeat · Action
33
The slide uses two bar charts to show the progression of cost savings and integration expenses toward a 13bn target.analyze_data
Open slide detailBeat · Action
34
The slide uses a bar chart for cost trajectory, a donut chart for cost mix, and a table for complexity reduction metrics.analyze_data
Open slide detailBeat · Action
35
Shows capital structure (CET1, AT1, HoldCo) relative to RWA and LRD, alongside key liquidity metrics.analyze_data
Open slide detailBeat · Action
36
Includes illustrative waterfall-style capital development and stacked bar charts for regulatory requirements.analyze_data
Open slide detailBeat · Action
37
The chart uses a waterfall bridge structure to explain the delta between 547bn and 510bn RWA.analyze_data
Open slide detailBeat · Action
38
analyze_data
Open slide detailBeat · Action
39
The slide uses a three-column process flow to map strategic pillars (rows) against time horizons (columns).plan_implementation
Open slide detailBeat · Action
40
appendix
Open slide detailBeat · Action
41
summarize
Open slide detailBeat · Action
42
The table includes both absolute financial figures and performance ratios.analyze_data
Open slide detailBeat · Action
43
The table shows adjustments for PPA effects, SIX Group investment losses, integration expenses, acquisition costs, and amortization of intangibles.analyze_data
Open slide detailBeat · Action
44
The table shows the bridge from reported to underlying results, highlighting the impact of the Credit Suisse acquisition.analyze_data
Open slide detailBeat · Action
45
The slide presents two tables: one for the accretion of PPA adjustments on financial instruments and one for additional PPA-related benefits, including the elimanalyze_data
Open slide detailBeat · Action
46
Includes three separate waterfall charts detailing financial metrics.analyze_data
Open slide detailBeat · Action
47
The slide uses stacked bar charts to illustrate the composition of Total TLAC and Total T1 capital, alongside percentage-based leverage ratios.analyze_data
Open slide detailBeat · Action
48
analyze_data
Open slide detailBeat · Action
49
The chart uses stacked bar charts to show the percentage breakdown of currencies (USD, CHF, GBP, EUR, Other) for GWM, P&C, AM, IB, NCL, and Group.analyze_data
Open slide detailBeat · Action
50
The slide uses a process flow diagram to show the transition from legacy CS entities to integrated UBS entities.plan_implementation
Open slide detailBeat · Action
51
other
Open slide detailBeat · Action