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UBS Group AGSWX:UBSG Aktienübersicht

Marktkapitalisierung CHF 124.0b
Aktienkurs
n/a
1Y54.4%
7D-0.6%
1D1.1%
Wert des Portfolios
​
Siehe

UBS Group AG

SWX:UBSG Lagerbericht

Marktkapitalisierung: CHF 124.0b

UBS Group (UBSG) Aktienübersicht

Die UBS Group AG ist weltweit als Vermögensverwalter und Bank tätig. Mehr Details

UBSG grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung2/6
Künftiges Wachstum2/6
Vergangene Leistung3/6
Finanzielle Gesundheit4/6
Dividenden4/6

Belohnungen

Das Kurs-Gewinn-Verhältnis (16.8x) liegt unter dem Swiss Markt (20.5x)

Prognostiziertes Gewinnwachstum 12.23% pro Jahr

Die Erträge stiegen im vergangenen Jahr um 81.5%

Risikoanalyse

Große einmalige Posten, die sich auf die Finanzergebnisse auswirken

Unbeständige Dividendenentwicklung


UBSG Community Fair Values

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Analyst Price Targets

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UBS Group AG Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für UBS Group
Historische Aktienkurse
Aktueller AktienkursCHF 40.80
52-Wochen-HochCHF 41.42
52-Wochen-TiefCHF 26.04
Beta0.84
1 Monat Veränderung9.03%
3 Monate Veränderung38.87%
1 Jahr Veränderung54.43%
3 Jahre Veränderung128.06%
5 Jahre Veränderung185.71%
Veränderung seit IPO-6.53%

Aktuelle Nachrichten und Updates

Narrativ-Update • Jun 17

UBSG: Future Capital Relief And Integration Risks Will Restrain Share Re Rating

The updated analyst price target for UBS Group reflects a modest upward shift to CHF 33.99 from CHF 32.00, supported by recent research in which analysts cite refined assumptions on profit margins and future P/E, along with several CHF price target increases from major firms. Analyst Commentary Recent commentary around UBS Group centers on how sustainable current expectations are for earnings, integration progress and capital returns, even as several firms adjust their price targets.

Recent updates

Narrativ-Update • Jun 17

UBSG: Future Capital Relief And Integration Risks Will Restrain Share Re Rating

The updated analyst price target for UBS Group reflects a modest upward shift to CHF 33.99 from CHF 32.00, supported by recent research in which analysts cite refined assumptions on profit margins and future P/E, along with several CHF price target increases from major firms. Analyst Commentary Recent commentary around UBS Group centers on how sustainable current expectations are for earnings, integration progress and capital returns, even as several firms adjust their price targets.
Narrativ-Update • Jun 02

UBSG: Capital Flexibility And Buybacks Will Support Future Repricing Potential

Narrative Update: UBS Group Analyst Price Target Shift The updated analyst price work on UBS Group points to a small adjustment in fair value, with the target moving by about CHF 1. Analysts are factoring in revised discount rates, slightly different profit margin expectations, and updated forward P/E assumptions supported by recent price target changes clustered around CHF 40.
Narrativ-Update • May 14

UBSG: Future Capital Hike And Legal Disputes Will Constrain Re Rating

Analysts have been nudging UBS Group price targets higher, with recent CHF 1 to CHF 3.40 upward revisions culminating in a CHF 40 target, supported by updated assumptions on growth, profitability and P/E expectations. Analyst Commentary Recent research shows a cluster of upward price target revisions on UBS Group, with the latest move taking one target to CHF 40.
Narrativ-Update • Apr 28

UBSG: Capital Demands And Legal Overhang Will Shape Future Re Rating Potential

UBS Group's fair value estimate has been updated from CHF 30.00 to CHF 32.00, reflecting analysts' recent price target revisions and refreshed assumptions on revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on UBS Group shows a mix of optimism and caution, with several firms revisiting both ratings and price targets in light of updated assumptions on growth, profitability and valuation multiples.
Narrativ-Update • Apr 14

UBSG: Legal And Execution Risks Will Constrain Future Re Rating Potential

UBS Group's analyst price target has shifted slightly, with CHF level adjustments reflecting updated views on more modest revenue growth, a higher profit margin outlook, and recalibrated P/E expectations following recent target cuts and downgrades by several firms. Analyst Commentary Recent Street research on UBS Group points to a more cautious undertone, with several bearish analysts trimming price targets and, in one case, moving to a less favorable rating.
Narrativ-Update • Mar 31

UBSG: Capital Flexibility And Buybacks Will Drive Future Repricing Potential

UBS Group's updated analyst price target edges higher to CHF 51.07 from CHF 50.79, as analysts factor in slightly lower assumed revenue growth, a modestly higher profit margin, and a small adjustment to the forward P/E multiple. Analyst Commentary Recent Street research on UBS Group shows a mix of views, with some analysts trimming price targets and others setting higher levels.
Narrativ-Update • Mar 17

UBSG: Medium Term Earnings Will Benefit From Capital Returns And Fee Partnerships

Analysts have adjusted their average price target on UBS Group to about CHF 38.40 from roughly CHF 33.90, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations following recent mixed research actions from major banks. Analyst Commentary Recent research on UBS Group has been mixed, with some firms trimming targets or ratings and others lifting their fair value estimates.
Narrativ-Update • Mar 03

UBSG: Legal Overhang And Mixed Execution Risks Will Shape Future Re Rating Potential

Analysts have modestly raised their UBS Group fair value estimate to CHF 30.00 from CHF 28.00. This reflects updated views on revenue growth, profit margins and future P/E expectations following recent shifts in Street price targets and ratings.
Narrativ-Update • Feb 17

UBSG: Higher P/E Expectations Will Drive Future Repricing Versus Political Breakup Risk

Analysts have revised their CHF based price target for UBS Group upward to reflect a higher estimated fair value of about CHF 50.79, with recent Street research pointing to adjusted views on revenue growth, profit margins and future P/E assumptions following mixed target moves at Citi, JPMorgan and Morgan Stanley, as well as a fresh downgrade at Goldman Sachs. Analyst Commentary Recent Street research on UBS Group reflects a mix of optimism and caution, with several price target revisions and one high profile downgrade shaping how investors are thinking about the shares.
Narrativ-Update • Feb 02

UBSG: Legal And Regulatory Overhang Will Constrain Future Re-Rating Potential

UBS Group's latest narrative update reflects a higher implied analyst price target in CHF terms. Analysts cite modestly higher revenue growth assumptions, a slightly stronger profit margin outlook and a marginally lower future P/E as key drivers of their revised view.
Narrativ-Update • Jan 19

UBSG: Execution And Legal Risks Will Challenge Sustainability Of Current Valuation

Analysts have lifted their price targets on UBS Group into a CHF 30 to CHF 43 range, citing updated assumptions for slightly higher revenue growth, a modestly lower profit margin and a small increase in the future P/E multiple. Analyst Commentary Recent Street research on UBS Group shows a wide range of views, with price targets stretching from CHF 30 to CHF 43 and ratings running from Underweight to Overweight.
Narrativ-Update • Jan 05

UBSG: Higher P/E Expectations Will Shape Future Repricing Versus Regulatory Risks

The updated analyst price target for UBS Group moves from CHF 39.50 to about CHF 45.36. Analysts attribute this change to a slightly higher assumed discount rate and P/E multiple, along with revised expectations for revenue growth and profit margins, supported by recent target increases from several major firms even as ratings remain mixed.
Narrativ-Update • Dec 22

UBSG: Rising Profit Margins Will Strain Sustainability At Current Share Price

The analyst price target for UBS Group has been raised by roughly CHF 5 to CHF 28. Analysts are factoring in stronger profit margins and a modestly higher future earnings multiple, despite slightly softer revenue growth assumptions.
Narrativ-Update • Dec 08

UBSG: Medium-Term Earnings And Capital Returns Will Withstand Escalating Regulatory Pressures

The analyst price target for UBS Group has inched higher, with fair value moving from approximately CHF 33.77 to CHF 33.89, as analysts factor in slightly stronger revenue growth expectations despite modestly softer margin assumptions and a marginally higher future P/E multiple. Analyst Commentary Recent Street research on UBS Group highlights a broadly constructive stance on the bank's medium term earnings power, with several upward revisions to price targets reflecting improved confidence in execution and capital return, even as a few houses turn more cautious on near term upside.
Narrativ-Update • Nov 24

UBSG: Medium-Term Profit Stability Will Support Shareholder Returns Despite Regulatory Uncertainty

UBS Group's analyst price target saw a moderate increase and rose to CHF 33.77, as analysts cited slightly improved revenue growth and stable profitability forecasts in their latest updates. Analyst Commentary Recent research updates reflect a nuanced outlook on UBS Group, with both bullish and cautious perspectives evident in recent analyst actions and commentary.
Narrativ-Update • Nov 09

UBSG: Ongoing Margin Improvements Will Drive Stronger Shareholder Returns Ahead

The analyst price target for UBS Group has been raised slightly to CHF 33.77. Analysts cited improved profit margin forecasts and ongoing adjustments to growth expectations as key factors behind the increase.
Narrativ-Update • Oct 26

Revenue Expansion And Regulatory Developments Will Drive Operational Efficiency Forward

UBS Group's analyst price target has been raised modestly. Recent increases from CHF 27 to CHF 38 by various analysts reflect expectations for improved revenue growth and continued operational strength.
Narrativ-Update • Oct 12

Global Banking Integration And Digital Transformation Will Improve Efficiency

UBS Group's analyst price target has increased from CHF 32.69 to CHF 33.35. This reflects modest optimism as analysts cite improved earnings visibility and stronger risk management, which support a more favorable valuation outlook.
Narrativ-Update • Sep 28

Global Banking Integration And Digital Transformation Will Improve Efficiency

Analysts have raised their price targets for UBS Group to CHF32.69, citing improving long-term earnings prospects and the view that integration risks and macro headwinds are already reflected in the share price, with the stock expected to remain range-bound ahead of Q4 results. Analyst Commentary Bullish analysts cite expanding earnings potential for UBS through 2028 as a driver for higher price targets.
Narrativ-Update • Aug 27

Global Banking Integration And Digital Transformation Will Improve Efficiency

The consensus analyst price target for UBS Group has been modestly raised to CHF31.91 as growing confidence in medium-term earnings expansion offsets caution around capital return policies and regulatory headwinds. Analyst Commentary Bullish analysts expect UBS's earnings to continue expanding until at least 2028.
Analyseartikel • Aug 02

UBS Group AG Just Recorded A 5.3% EPS Beat: Here's What Analysts Are Forecasting Next

UBS Group AG ( VTX:UBSG ) just released its latest quarterly results and things are looking bullish. The company beat...
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Neues Narrativ • Feb 23

Credit Suisse Integration And Technology Investments To Boost Efficiency By 2026

Strategic focus on digital transformation and technology aims to enhance client engagement and boost future earnings through improved operating leverage.

Aktionärsrenditen

UBSGCH Capital MarketsCH Markt
7D-0.6%-1.1%2.8%
1Y54.4%26.5%17.6%

Rendite im Vergleich zur Industrie: UBSG übertraf die Branche Swiss Capital Markets , die im vergangenen Jahr eine Rendite von 26.5 erzielte.

Rendite vs. Markt: UBSG übertraf den Markt Swiss, der im vergangenen Jahr eine Rendite von 17.6 erzielte.

Preisvolatilität

Is UBSG's price volatile compared to industry and market?
UBSG volatility
UBSG Average Weekly Movement3.3%
Capital Markets Industry Average Movement3.6%
Market Average Movement4.3%
10% most volatile stocks in CH Market7.4%
10% least volatile stocks in CH Market2.2%

Stabiler Aktienkurs: UBSG hatte in den letzten 3 Monaten im Vergleich zum Swiss -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: UBSGDie wöchentliche Volatilität (3%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
1862101,594Sergio Ermottiwww.ubs.com

Die UBS Group AG ist weltweit als Vermögensverwalter und Bank tätig. Sie ist in fünf Segmenten tätig: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank sowie Non-Core and Legacy. Das Segment Global Wealth Management bietet Finanzdienstleistungen, Beratung und Lösungen, Vermögensverwaltung, Nachlassplanung und Unternehmensberatung sowie Wealth-Management- und Bankprodukte und -dienstleistungen für vermögende Privatkunden und institutionelle Kunden.

UBS Group AG's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von UBS Group im Vergleich zum Marktanteil des Unternehmens?
UBSG grundlegende Statistiken
MarktanteilCHF 124.02b
Gewinn(TTM)CHF 7.38b
Umsatz(TTM)CHF 41.55b
16.8x
Kurs-Gewinn-Verhältnis
3.0x
Kurs-Umsatz-Verhältnis

Ist UBSG zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
UBSG Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$51.31b
Kosten der EinnahmenUS$0
BruttogewinnUS$51.31b
Sonstige AusgabenUS$42.20b
GewinnUS$9.12b

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

Jul 29, 2026

Gewinn per Aktie (EPS)3.00
Bruttomarge100.00%
Nettogewinnspanne17.76%
Schulden/Eigenkapital-Verhältnis620.9%

Wie hat sich UBSG auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

2.2%
Aktuelle Dividendenrendite
38%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/25 07:57
Aktienkurs zum Tagesende2026/06/25 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

UBS Group AG wird von 34 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander
Flora Benhakoun BocahutBarclays