UBS Group (BOVESPA:UBSG34) - Stock Price, News & Analysis

UBSG34 Stock Overview

Provides financial advice and solutions to private, institutional, and corporate clients worldwide.

UBSG34 fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	0/6
Past Performance	4/6
Financial Health	5/6
Dividends	3/6

Rewards

Price-To-Earnings ratio (3.3x) is below the BR market (9.4x)

Earnings grew by 338.1% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 31.4% per year for the next 3 years

Large one-off items impacting financial results

Shareholders have been diluted in the past year

UBS Group AG Competitors

Banco BTG Pactual

BOVESPA:BPAC11

R$171.1b

B3 - Brasil Bolsa Balcão

BOVESPA:B3SA3

R$56.5b

Macquarie Group

ASX:MQG

AU$74.4b

Deutsche Bank

XTRA:DBK

€28.6b

Price History & Performance

Summary of all time highs, changes and price drops for UBS Group
Historical stock prices
Current Share Price	CHF 162.69
52 Week High	CHF 170.51
52 Week Low	CHF 94.50
Beta	1.02
11 Month Change	1.68%
3 Month Change	5.71%
1 Year Change	69.19%
33 Year Change	112.50%
5 Year Change	258.27%
Change since IPO	247.07%

Recent updates

Shareholder Returns

	UBSG34	BR Capital Markets	BR Market
7D	-4.5%	0.8%	1.8%
1Y	69.2%	-2.5%	-0.9%

Return vs Industry: UBSG34 exceeded the BR Capital Markets industry which returned -2.5% over the past year.

Return vs Market: UBSG34 exceeded the BR Market which returned -0.9% over the past year.

Price Volatility

Is UBSG34's price volatile compared to industry and market?
UBSG34 volatility
UBSG34 Average Weekly Movement	5.0%
Capital Markets Industry Average Movement	5.6%
Market Average Movement	4.6%
10% most volatile stocks in BR Market	9.2%
10% least volatile stocks in BR Market	2.2%

Stable Share Price: UBSG34 has not had significant price volatility in the past 3 months.

Volatility Over Time: UBSG34's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1862	111,549	Sergio Ermotti	www.ubs.com

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions.

UBS Group AG Fundamentals Summary

How do UBS Group's earnings and revenue compare to its market cap?
UBSG34 fundamental statistics
Market cap	R$518.46b
Earnings (TTM)	R$157.70b
Revenue (TTM)	R$240.29b

3.3x

P/E Ratio

2.2x

P/S Ratio

Is UBSG34 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBSG34 income statement (TTM)
Revenue	US$43.54b
Cost of Revenue	US$0
Gross Profit	US$43.54b
Other Expenses	US$14.97b
Earnings	US$28.58b

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

Aug 14, 2024

Earnings per share (EPS)	8.91
Gross Margin	100.00%
Net Profit Margin	65.63%
Debt/Equity Ratio	667.0%

How did UBSG34 perform over the long term?

See historical performance and comparison

Dividends

2.4%

Current Dividend Yield

8%

Payout Ratio

UBSG34 Stock Overview

Rewards

Risk Analysis

UBS Group AG Competitors

BOVESPA:BPAC11

R$171.1b

BOVESPA:B3SA3

R$56.5b

ASX:MQG

AU$74.4b

XTRA:DBK

€28.6b

Price History & Performance

Recent News & Updates

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

CRH plc (NYSE:CRH) completed the acquisition of 57.3% stake in Adbri Limited (ASX:ABC).

UBS Group AG Announces Management Changes

UBS Private Wealth Management Names Managing Directors in New York City

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 346,208,772 shares, representing 10% for $2,000 million.

Ubs Appoints James V. Carideo as Market Director for San Diego

Recent updates

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

CRH plc (NYSE:CRH) completed the acquisition of 57.3% stake in Adbri Limited (ASX:ABC).

UBS Group AG Announces Management Changes

UBS Private Wealth Management Names Managing Directors in New York City

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 346,208,772 shares, representing 10% for $2,000 million.

Ubs Appoints James V. Carideo as Market Director for San Diego

UBS AG Appoints Ben Sung as Debt Capital Market Head

Ubs Group Ag Announces Executive Appointments

UBS Group Announces Executive Changes

UBS Group AG Provides Revenue Guidance for the First Quarter of 2024

UBS AG Appoints Thira Ngoeun as UBS Asset Management's Head of Wholesale Client Coverage in Australia

UBS Group AG Announces Executive Changes, Effective 1 March 2024

UBS AG Announces Board Changes

Citadel Securities Only Bidder for Credit Suisse China

French Supreme Court Refers UBS Group AG Legacy Matter to Appeals Court

UBS Group AG to Report Q3, 2024 Results on Oct 30, 2024

UBS Announces Joining of Patrick K. Mcbrien as Managing Director and Private Wealth Advisor in New York City

UBS Group AG (SWX:UBSG) acquired a 5.07% stake in Sibanye Stillwater Limited (JSE:SSW).

Deutsche Börse AG (XTRA:DB1) completed the acquisition of SimCorp A/S (CPSE:SIM) from BLS Capital Fondsmaeglerselskab A/S, UBS Group AG (SWX : UBSG), Mawer Investment Management Ltd. and others.

UBS Hires Heather Phillips and Ted Hardenbergh as Advisor Team in Manchester, NH

UBS to Absorb Credit Suisse's Domestic Bank

UBS AG Appoints Richard Wilks as Head of ECM APAC Syndicate

Swiss Banks Prevented from Selling Russian Subsidiaries

UBS Group Appoint Executives

UBS Reportedly to sell Credit Suisse Asian lending business

UBS Group AG, Annual General Meeting, Apr 24, 2024

UBS AG Announces Executive Changes

UBS AG Appoints Joe Mernagh as A Director

UBS AG Appoints Mihir Doshi as Head of the Business in India

UBS Group AG (SWX:UBSG) completed the acquisition of Credit Suisse Group AG (SWX : CSGN) from The Saudi National Bank (SASE:1180) and others.

New major risk - Revenue and earnings growth

UBS Group AG to Report Q3, 2023 Results on Nov 07, 2023

UBS Group AG to Report Q2, 2023 Results on Aug 31, 2023

UBS Group AG to Report Q1, 2024 Results on May 07, 2024

UBS Group AG to Report Q2, 2023 Results on Aug 31, 2023

UBS AG Announces CFO Changes

Credit Suisse Joins Leadership of UBS Group

UBS Weighs Options for Sale of Credit Suisse's Swiss Unit

UBS Has No Plans to Purchase Credit Suisse

UBS Group AG to Report Q2, 2023 Results on Jul 25, 2023

UBS Group AG Announces Executive Changes

UBS Group AG to Report Fiscal Year 2022 Results on Mar 06, 2023

UBS Group AG to Report Q1, 2023 Results on Apr 25, 2023

UBS Private Wealth Management Announces That Private Wealth Advisor Benjamin Flaim Has Joined the Firm in Boston

Dye & Durham Limited (TSX:DND) cancelled the Scheme Implementation Deed to acquire Link Administration Holdings Limited (ASX:LNK) from group of shareholders.

UBS Proposes Ordinary Dividend for the 2022

Institutional Capital Network, Inc. entered into a definitive agreement to acquire UBS Fund Advisor L.L.C. / US alternative investment manager and the feeder fund platform from UBS Group AG (SWX:UBSG).

UBS AG Announces Management Changes

UBS Launches Us Equity-Focused Climate Aware Equity Index to Help Investors Meet Environmental and Financial Goals

UBS Appoints Theresa Wong as Hedge Fund Specialist

UBS Group Announces Executive Board Changes, Effective 3 October 2022

UBS Appoints Michelle Lau as Head of Wealth Planning, Southeast Asia

UBS Group AG to Report Q4, 2022 Results on Jan 31, 2023

UBS Hires Head of Payments

UBS Group AG to Report Fiscal Year 2021 Final Results on Mar 07, 2022

UBS Group AG Proposes Dividend, Payable on April 14, 2022

Shareholder Returns

Price Volatility

About the Company