CharterBench

UBS Bank USA, National Association

BankOCCSalt Lake City, UT·Est. 2003·www.ubs.com/cefs/en/ubs-bank-usa/ubs-bank-usa.html·FDIC #57565Compare ⇄
Total assets
$124.44B
+8.9% YoY
Deposits
$109.33B
+11.1% YoY
Loans
$92.94B
+6.9% YoY
Offices
1
UBS GROUP AG
ROA (annualized)
1.09%
peers 1.23%
ROE (annualized)
14.19%
peers 11.23%

Peer comparison 160 banks with 10B+ in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)+8.9%+5.9%+3.0 pts
Deposit growth (YoY)+11.1%+5.7%+5.4 pts
Loan growth (YoY)+6.9%+6.9%-0.0 pts
ROA1.09%1.23%-0.1 pts
ROE14.2%11.2%+3.0 pts

ROA ranks in the 36th percentile of its peer group · Q2 2026

Profile

Established
2003
Charter
OCC
Primary regulator
OCC
Holding company
UBS GROUP AG
Specialization
All Other Over 1 Billion
Address
95 S State St, Salt Lake City, UT, 84111
County
Salt Lake
Metro area
Salt Lake City, UT
Offices
1
FDIC cert #
57565
RSSD ID
3212149
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$124.44B$109.33B$92.94B$9.40B$666.3M1.09%1.96%0.09%
Q1 2026$122.26B$108.16B$89.88B$9.04B$315.4M1.04%1.96%0.09%
Q4 2025$119.32B$104.63B$88.57B$9.74B$1.32B1.13%1.98%0.09%
Q3 2025$115.28B$99.61B$87.48B$9.37B$999.7M1.15%1.97%0.17%
Q2 2025$114.29B$98.44B$86.92B$9.65B$665.9M1.14%1.95%0.07%
Q1 2025$116.34B$97.88B$85.39B$9.92B$327.9M1.11%1.93%0.06%
Q4 2024$119.11B$99.53B$84.64B$9.54B$1.39B1.23%2.01%0.07%
Q3 2024$110.81B$89.73B$83.20B$9.19B$1.03B1.23%2.02%0.08%

Loan mix (Q2 2026): real estate $34.31B · commercial $810.5M · consumer $1.38B · securities $10.16B

Ratio pack Q2 2026 · peer medians from 160 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.09%Q3 2024 → Q2 20261.23%
36th
Return on equity
Annualized net income ÷ equity or net worth
14.2%Q3 2024 → Q2 202611.3%
72th
Net interest margin
Interest income − interest expense, ÷ assets
1.96%Q3 2024 → Q2 20263.55%
10th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
26.3%Q3 2024 → Q2 202654.9%
8th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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