UBS Financial Services reports data security incident exposing client data

UBS Financial Services Inc., the brokerage and investment advisory arm of UBS Group, is reporting a data security incident that potentially exposed sensitive personal information of affected clients.

UBS Financial Services is part of UBS Group, a Switzerland-based global financial services company with roots dating back to 1862. As of April 2025, UBS Group managed approximately $1.563 trillion in total assets according to S&P Global, making it one of the world's largest wealth management institutions.

The compromised information potentially exposed in this incident includes the following categories of sensitive personal data:

• Full Name
• Address
• Social Security Number
• Phone contact information
• Email address
• Account number
• Date of Birth

The nature of the attack and the number of affected individuals is not disclosed.

UBS Financial Services claims that as of the time of the breach notification, there is no evidence that the exposed personal information has been misused for fraudulent purposes or identity theft. 

The company is offering affected clients complimentary credit monitoring and identity protection services for a period of two years. The company has advised impacted individuals to review their bank and brokerage account statements for any suspicious or unauthorized activity and monitor their credit reports for signs of identity theft or fraudulent accounts opened in their names.