UBS Group (UBSG) Stock Overview

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

UBSG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance1/6
Financial Health5/6
Dividends4/6

UBSG Community Fair Values

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CHF 27.92
FV
3.3% overvalued intrinsic discount
2.46%
Revenue growth p.a.
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about 18 hours ago author updated this narrative

UBS Group AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for UBS Group
Historical stock prices
Current Share PriceCHF 28.85
52 Week HighCHF 32.88
52 Week LowCHF 20.66
Beta0.94
1 Month Change11.65%
3 Month Change25.49%
1 Year Change5.45%
3 Year Change79.36%
5 Year Change157.02%
Change since IPO-33.91%

Recent News & Updates

Recent updates

Analyst Estimates: Here's What Brokers Think Of UBS Group AG (VTX:UBSG) After Its Full-Year Report

Mar 20
Analyst Estimates: Here's What Brokers Think Of UBS Group AG (VTX:UBSG) After Its Full-Year Report
author-image

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.

The UBS Group AG (VTX:UBSG) Full-Year Results Are Out And Analysts Have Published New Forecasts

Feb 07
The UBS Group AG (VTX:UBSG) Full-Year Results Are Out And Analysts Have Published New Forecasts

Shareholder Returns

UBSGCH Capital MarketsCH Market
7D0%1.5%-0.4%
1Y5.4%5.6%-2.2%

Return vs Industry: UBSG matched the Swiss Capital Markets industry which returned 5.6% over the past year.

Return vs Market: UBSG exceeded the Swiss Market which returned -2.2% over the past year.

Price Volatility

Is UBSG's price volatile compared to industry and market?
UBSG volatility
UBSG Average Weekly Movement4.0%
Capital Markets Industry Average Movement3.4%
Market Average Movement3.5%
10% most volatile stocks in CH Market7.7%
10% least volatile stocks in CH Market1.9%

Stable Share Price: UBSG has not had significant price volatility in the past 3 months compared to the Swiss market.

Volatility Over Time: UBSG's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1862106,789Sergio Ermottiwww.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?
UBSG fundamental statistics
Market capCHF 87.14b
Earnings (TTM)CHF 4.04b
Revenue (TTM)CHF 38.41b
21.9x
P/E Ratio
2.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBSG income statement (TTM)
RevenueUS$47.76b
Cost of RevenueUS$0
Gross ProfitUS$47.76b
Other ExpensesUS$42.74b
EarningsUS$5.02b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Aug 05, 2025

Earnings per share (EPS)1.64
Gross Margin100.00%
Net Profit Margin10.52%
Debt/Equity Ratio587.9%

How did UBSG perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
57%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/17 17:43
End of Day Share Price 2025/07/17 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

UBS Group AG is covered by 49 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander
Neil SmithBankhaus Lampe KG