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UBS Issued $9,644,000 Contingent Income Auto-Callable Securities
April, 2025

$9,644,000 Contingent Income Auto-Callable Securities with 6-Month Initial Non-Call Period Based on the worst performing of the common stock of Amazon.com, Inc. and the American depositary receipts of Alibaba Group Holding Limited due December 05, 2023, priced on November 30, 2020, were issued by UBS AG London Branch. The pricing supplement for this note (CUSIP: 90278R460) can be found here.

The notes had a $10 face value and paid a quarterly coupon of $0.17875, so long as the notes had not been called and Alibaba and Amazon all closed above 50% of their November 30, 2020 closing prices on a determination date. If Alibaba and Amazon closed below 50% of their November 30, 2020 closing prices on a determination date, the notes did not pay a coupon.

If not previously called, at maturity, the notes returned $10 in principal if Alibaba and Amazon all closed on the final determination date on November 30, 2023 and above 50% of their November 30, 2020 closing prices. If on November 30, 2023 Alibaba and Amazon closed below 50% of their November 30, 2020 closing prices, the notes paid reduced principal euqal to $10 multiplied by the lowest ratio of Alibaba and Amazon November 30, 2023 closing prices to their November 30, 2020 closing prices.

The notes have matured. They paid five coupons totaling $0.53625 and $2.84 repayment per $10 note. Investors thus suffered capital losses of $7.16 and net losses of $6.62. In the aggregate, investors in this note suffered $6,901,964 in capital losses and $6,384,804 in net losses. See Table 1 and Figure 1.

Table 1



Figure 1




SLCG estimated these losses based on publicly available information. The issuer ultimately determines the amounts paid which may differ from our estimates. Our reference to capital loss and net loss does not imply SLCG's view of how these losses are treated for tax purposes.


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SLCG Economic Consulting, LLC

SLCG Economic Consulting, LLC ("SLCG") provides finance, economics, and investment management consulting services. Our clientele includes law firms, banks, brokerage firms, and individuals embroiled in complex litigation, for whom we offer expert witness services. Our team consists of highly qualified professionals holding PhD and MA-level degrees, with extensive experience across academia, industry, and government. We have provided expert testimony in state and federal courts, and in arbitration forums.

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