Compare · UBS vs WSFS
UBS vs WSFS
Side-by-side comparison of UBS Group AG Registered (UBS) and WSFS Financial Corporation (WSFS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both UBS and WSFS operate in Major Banks (Finance), so they compete in similar markets.
- UBS is the larger of the two at $148.28B, about 38.1x WSFS ($3.90B).
- WSFS has been more active in the news (6 items in the past 4 weeks vs 5 for UBS).
- UBS has more recent analyst coverage (25 ratings vs 14 for WSFS).
UBS Group AG Registered
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, as well as lending solutions, to ultra high net worth and high net worth clients. This segment also provides wealth planning, investing, philanthropy, corporate and banking services, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. This division serves institutional, corporate, and wealth management clients. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
WSFS Financial Corporation
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities. The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial real estate mortgage loans; commercial construction loans to developers; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion, and other business purposes; and consumer credit products, such as home improvement, automobile, and other secured and unsecured personal installment loans, as well as home equity lines and unsecured lines of credit, and government-insured reverse mortgages. In addition, it offers various third-party investment and insurance products, such as single-premium annuities, whole life policies, and securities; investment advisory services to high net worth individuals and institutions; mortgage and title services; and leases small equipment and fixed assets, as well as cash management, trust, and wealth management services. Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, ATM processing equipment sales, and deposit safe cash logistics services. As of December 31, 2020, it operated 112 offices, including 52 in Pennsylvania, 42 in Delaware, 16 in New Jersey, 1 in Virginia, and 1 in Nevada. The company was founded in 1832 and is headquartered in Wilmington, Delaware.
Latest UBS
- Amendment: SEC Form 11-K/A filed by UBS Group AG Registered
- Amendment: SEC Form 11-K/A filed by UBS Group AG Registered
- UBS declares coupon payments on 12 ETRACS Exchange Traded Notes
- Michelle Ferguson Joins UBS as Financial Advisor in Hyannis, MA
- UBS hires Financial Advisors John Pham and Jimmy Yip in Silicon Valley
- Francis Ahmed will join UBS in Florham Park, New Jersey
- UBS Unveils Newly Renovated Office in Birmingham, Michigan
- UBS Announces Results and Upsizing of its Cash Tender Offers for Debt Securities
- UBS Announces Reference Yields and Total Consideration for its Cash Tender Offers for Debt Securities
- UBS Announces Upsizing of its Maximum Purchase Tender Offers for Debt Securities
Latest WSFS
- WSFS Bank and Bryn Mawr Trust Introduce Five Signature Banking Offices to Provide Clients with Holistic Financial Solutions and Advice
- SEC Form 3 filed by WSFS Financial Corporation
- WSFS Financial Corporation Announces Third Quarter 2026 Earnings Release Date and Conference Call
- SEC Form 8-K filed by WSFS Financial Corporation
- WSFS Announces Executive Leadership Appointments
- WSFS Bank and Bryn Mawr Trust Expand into Lancaster; Deepening Regional Wealth, Private Banking, and Lending Services
- EVP, COO Bacci Arthur J disposed of $310,788 worth of shares (3,898 units at $79.73) (SEC Form 4)
- Director Donahue Michael J sold $258,007 worth of shares (3,247 units at $79.46), decreasing direct ownership by 22% to 11,495 units (SEC Form 4)
- KBRA Affirms WSFS Financial Corp.’s A- Senior Unsecured Debt Rating; Stable Outlook Supported by Strong Earnings, Liquidity, Capital Position and Diversified Revenue Streams
- Moody’s Reaffirms WSFS Financial Corp’s Baa2 Issuer Rating with a Positive Outlook; Reflects Diversified Business Model, Strong Capital, and Earnings Strength