UBS Group (UBS) Aandelenoverzicht

UBS Group AG is wereldwijd actief als vermogensbeheerder en bank. Meer informatie

UBS fundamentele analyse
Sneeuwvlok Score
Waardering	4/6
Toekomstige groei	1/6
Prestaties in het verleden	3/6
Financiële gezondheid	4/6
Dividenden	4/6

Beloningen

Verhandeld tegen 16% onder onze schatting van de reële waarde

De winst zal naar verwachting met 12.67% per jaar groeien

De winst groeide het afgelopen jaar met 51.5%

Handelen tegen een goede waarde vergeleken met branchegenoten en branchegenoten

Risicoanalyse

Onstabiel dividend track record

Grote eenmalige posten die de financiële resultaten beïnvloeden

UBS Community Fair Values

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UBS Group AG Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor UBS Group
Historische aandelenkoersen
Huidige aandelenkoers	CHF 52.99
52 Week Hoogtepunt	CHF 55.99
52 Week Laag	CHF 36.30
Bèta	0.83
1 maand verandering	-1.19%
3 maanden verandering	5.01%
1 Jaar Verandering	27.41%
3 jaar verandering	104.04%
5 jaar verandering	244.31%
Verandering sinds IPO	204.72%

Recent nieuws en updates

Recent updates

Seeking Alpha • Jul 26

UBS Is Being Overvalued - Here Is Why And My New Target

Summary UBS is fundamentally strong but currently overvalued, trading at a premium to book and peers. I assign UBS a 'HOLD' rating, with a forward fair value estimate of 48 CHF and an attractive entry at 32 CHF. Current market optimism overstates UBS's near-term growth, with risks from Credit Suisse integration and regulatory uncertainty. UBS offers quality and safety, but risk/reward is not compelling at present valuations; better opportunities exist elsewhere. Read the full article on Seeking Alpha

Seeking Alpha • Mar 25

UBS Group AG: Regulatory Tightness May Increase

Summary UBS faces tighter potential regulation due to its existential importance for the Swiss economy. UBS's profitability is relatively low compared to competitors, yet it trades at higher multiples than American, Eurozone banks of comparable size. CET1 requirements might be increased materially, potentially limiting dividends and buybacks, and possibly even necessitating an equity raise. Read the full article on Seeking Alpha

Seeking Alpha • Feb 04

UBS Group: Regulatory Overhang Dampens Q4 Earnings Beat

Summary UBS Group AG exceeded Q4 expectations with $11.6 billion in revenues and $770 million in net profit. UBS plans to achieve a 15% RoCET1 and cut $5.5 billion in costs by 2026, but buyback plans failed to boost sentiment. The Credit Suisse takeover hasn't significantly increased shareholder value, with UBS facing challenges in client retention and regulatory scrutiny. Despite uncertainties, UBS's fair valuation suggests upside potential at $45.5 per share, presenting an attractive risk/reward profile for investors. Read the full article on Seeking Alpha

Seeking Alpha • Dec 27

UBS Group: No Signs Of The Next Leg Up

Summary The stock has been trading sideways for the entire 2024, mainly due to stagnant Book Value and ROE. Wealth Management, its main unit, represents 60% of UBS's Revenue, but is still lagging in terms of ROE. To achieve its next leg up to $40, UBS needs to either improve ROE and/or grow book value, but there are no indications that this will happen any time soon. No downside risk appears to exist, but no clear opportunity is on the horizon as well. Therefore, the stock continues to be a Hold. Read the full article on Seeking Alpha

Rendement voor aandeelhouders

	UBS	US Capital Markets	US Markt
7D	-4.3%	-4.1%	-1.5%
1Y	27.4%	1.3%	13.3%

Rendement versus industrie: UBS overtrof de US Capital Markets industrie, die het afgelopen jaar een rendement 1.3 % opleverde.

Rendement versus markt: UBS overtrof de US markt, die het afgelopen jaar een rendement opleverde van 13.3 %.

Prijsvolatiliteit

Is UBS's price volatile compared to industry and market?
UBS volatility
UBS Average Weekly Movement	3.3%
Capital Markets Industry Average Movement	3.3%
Market Average Movement	6.9%
10% most volatile stocks in US Market	15.3%
10% least volatile stocks in US Market	2.9%

Stabiele aandelenkoers: UBS heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van UBS is het afgelopen jaar stabiel geweest.

Over het bedrijf

Opgericht	Werknemers	CEO	Website
1862	99,085	Sergio Ermotti	www.ubs.com

UBS Group AG is wereldwijd actief als vermogensbeheerder en bank. Het is actief in vijf segmenten: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank en Non-Core and Legacy. Het segment Global Wealth Management biedt financiële diensten, advies en oplossingen; diensten op het gebied van vermogensbeheer, estate planning en bedrijfsadvies; en producten en diensten op het gebied van vermogensbeheer en bankieren aan particuliere en institutionele klanten.

UBS Group AG Samenvatting

Hoe verhouden de winst en inkomsten van UBS Group zich tot de beurswaarde?
UBS fundamentele statistieken
Marktkapitalisatie	US$162.31b
Inkomsten(TTM)	US$9.52b
Inkomsten(TTM)	US$53.04b

17.0x

Koers/Winstverhouding

3.1x

P/S-verhouding

Is UBS overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
UBS resultatenrekening (TTM)
Inkomsten	US$53.04b
Kosten van inkomsten	US$0
Brutowinst	US$53.04b
Overige uitgaven	US$43.52b
Inkomsten	US$9.52b

Laatst gerapporteerde inkomsten

Jun 30, 2026

Volgende inkomensdatum

Oct 28, 2026

Winst per aandeel (EPS)	3.11
Brutomarge	100.00%
Nettowinstmarge	17.95%
Schuld/Eigen Vermogen Verhouding	665.3%

Hoe presteerde UBS op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.1%

Huidig dividendrendement

36%

Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2026/09/14 12:37
Aandelenkoers aan het einde van de dag	2026/09/14 00:00
Inkomsten	2026/06/30
Jaarlijkse inkomsten	2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

UBS Group AG wordt gevolgd door 34 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
Reto Amstalden	Baader Helvea Equity Research
Ignacio Mendez Terroso	Banco Santander
Flora Benhakoun Bocahut	Barclays

UBS Group (UBS) Aandelenoverzicht

Beloningen

Risicoanalyse

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UBS Group AG Concurrenten

BlackRock

Charles Schwab

Interactive Brokers Group

Blackstone

Prijsgeschiedenis en prestaties

Recent nieuws en updates

UBS Group AG (SWX:UBSG) acquired an additional minority stake in Sibanye Stillwater Limited (JSE:SSW).

Ubs Group Ag Announces Appointment of Richard Horn, Jeffrey Deckelbaum, and Gerald Horn as Financial Advisors

UBS Announces Appoints Ian Roth as Senior Market Director

UBS Group AG to Report Fiscal Year 2026 Results on Mar 08, 2027

UBS AG Announces Appointment of Samuel Thong as Asia Healthcare Investment Banking Head

Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

Recent updates

UBS Group AG (SWX:UBSG) acquired an additional minority stake in Sibanye Stillwater Limited (JSE:SSW).

Ubs Group Ag Announces Appointment of Richard Horn, Jeffrey Deckelbaum, and Gerald Horn as Financial Advisors

UBS Announces Appoints Ian Roth as Senior Market Director

UBS Group AG to Report Fiscal Year 2026 Results on Mar 08, 2027

UBS AG Announces Appointment of Samuel Thong as Asia Healthcare Investment Banking Head

Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 327,780,516 shares, representing 10% for $3,000 million.

UBS Is Being Overvalued - Here Is Why And My New Target

Ubs Ag Announces Management Changes

Price target increased by 7.9% to US$51.93

UBS AG Appoints Damian Robinson to Market Team Head Role in Australia

UBS AG Announces the Appointment of Alexander Seidler as Head Sustainability and Climate Risk

UBS AG Announces Appointment of Julien Lamm as Global Head of Asset Management

Now 24% overvalued after recent price rise

UBS Announces Management Appointments

An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).

Now 20% overvalued

UBS Group AG Hires Financial Advisor Luke Naes in Boulder, Colorado

High number of new directors

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Upcoming dividend of US$0.55 per share

Now 20% overvalued

Price target decreased by 8.5% to US$46.80

UBS Group AG, Annual General Meeting, Apr 15, 2026

Full year 2025 earnings: EPS exceeds analyst expectations

Ubs Group Ag Announces Changes to Its Board and Committee

Now 21% overvalued after recent price rise

UBS Names Andrew Bird as Head of Global Wealth Management Australia

New minor risk - Earnings quality

Dividend of US$0.55 announced

Full year 2025 earnings: EPS misses analyst expectations

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 334,158,171 shares, representing 10% for $3,000 million.

UBS Group AG to Report Q4, 2025 Results on Feb 04, 2026

UBS AG Announces Appointment of Nicholas Hinnen as Head of Premium Advisory Specialists APAC Switzerland Effective January 2026

UBS Group AG to Report Q3, 2026 Results on Oct 28, 2026

Price target increased by 28% to US$49.32

UBS Group AG Announces Management Changes

A group of investors acquired 2.02% stake in Guangdong Fuxin Technology Co., Ltd. (SHSE:688662) from Richly World Investment Limited for CNY 61.8 million.

UBS Group AG (SWX:UBSG) acquired 5.07% stake in Solar A/S (CPSE:SOLAR B).

A group of shareholders have acquired 2% stake in Shandong Cvicse Middleware Co.,Ltd. (SHSE:688695) from Shandong High-Tech Investment Corp for CNY 43.8 million.

Now 21% overvalued

UBS AG Appoints Borja Martinez-Laredo as New Head for Its Office in Abu Dhabi

Now 21% overvalued

Third quarter 2025 earnings: EPS exceeds analyst expectations

UBS Group AG Provides Earnings Guidance for the Fourth Quarter of 2025

UBS Group AG Announces Retirement of Lukas Gähwiler as Vice Chairman of Board of Directors

UBS Group AG Appoints Daniele Magazzeni as Chief Artificial Intelligence Officer, Effective January 1, 2026

UBS AG Announces Appointment of Annick Iwanowski as Managing Director in Coral Gables

Group of shareholders acquired 3% stake in DBG Technology Co., Ltd. (SZSE:300735) from DBG Investment Holdings Limited for approximately CNY 540 million.

UBS Group AG to Report Fiscal Year 2025 Results on Mar 09, 2026

A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion.

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased by 11% to US$35.10

Group of buyers agreed to acquire 3% stake in Guangdong Fuxin Technology Co., Ltd. (SHSE:688662) from Richly World Investment Limited for CNY 80.8 million.

UBS AG Announces Senior Changes in North Asia

Six Exchange Group AG completed the acquisition of Aquis Exchange PLC (AIM:AQX) from group of sellers.

UBS AG Appoints Michel Frey as Head of UK High Net Worth Business

Price target decreased by 8.7% to US$31.00

Cantor Fitzgerald, L.P. entered into a definitive agreement to acquire UBS O'Connor LLC from UBS Group AG (SWX:UBSG).

A group of shareholders completed the acquisition of 2.97% stake in Beijing Huafeng Test & Control Technology Co.,Ltd. (SHSE:688200) from China Times Prospect Science & Technology Co., Ltd. for approximately CNY 480 million.

UBS Reportedly in Talks to Sell Its Hedge Fund Unit O’Connor to Cantor

A group of buyers completed the acquisition of 2.50% stake in Yunnan Botanee Bio-Technology Group Co.LTD (SZSE:300957) from Tianjin Sequoia Juye Equity Investment Partnership Enterprise (Limited Partnership), Kunming Zhenli Consulting Co., Ltd. and HongShan for CNY 350 million.