UBSG Stock Overview
Provides financial advice and solutions to private, institutional, and corporate clients worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
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UBS Group AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 30.09 |
| 52 Week High | CHF 32.88 |
| 52 Week Low | CHF 22.53 |
| Beta | 1.03 |
| 1 Month Change | -6.23% |
| 3 Month Change | 5.65% |
| 1 Year Change | 19.36% |
| 3 Year Change | 92.51% |
| 5 Year Change | 195.29% |
| Change since IPO | -31.07% |
Recent News & Updates
Shareholder Returns
| UBSG | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 0.07% | -0.7% | 1.2% |
| 1Y | 19.4% | 19.9% | 11.4% |
Return vs Industry: UBSG matched the Swiss Capital Markets industry which returned 19.9% over the past year.
Return vs Market: UBSG exceeded the Swiss Market which returned 11.4% over the past year.
Price Volatility
| UBSG volatility | |
|---|---|
| UBSG Average Weekly Movement | 3.8% |
| Capital Markets Industry Average Movement | 3.3% |
| Market Average Movement | 3.6% |
| 10% most volatile stocks in CH Market | 7.9% |
| 10% least volatile stocks in CH Market | 1.7% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1862 | 108,648 | 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
| UBSG fundamental statistics | |
|---|---|
| Market cap | CHF 95.53b |
| Earnings (TTM) | CHF 4.57b |
| Revenue (TTM) | CHF 43.17b |
20.9x
P/E Ratio2.2x
P/S RatioIs UBSG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| UBSG income statement (TTM) | |
|---|---|
| Revenue | US$48.06b |
| Cost of Revenue | US$0 |
| Gross Profit | US$48.06b |
| Other Expenses | US$42.97b |
| Earnings | US$5.09b |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Mar 17, 2025
| Earnings per share (EPS) | 1.60 |
| Gross Margin | 100.00% |
| Net Profit Margin | 10.58% |
| Debt/Equity Ratio | 632.1% |
How did UBSG perform over the long term?
See historical performance and comparisonDividends
2.7%
Current Dividend Yield57%
Payout RatioDoes UBSG pay a reliable dividends?
See UBSG dividend history and benchmarks| UBS Group dividend dates | |
|---|---|
| Ex Dividend Date | Apr 15 2025 |
| Dividend Pay Date | Apr 17 2025 |
| Days until Ex dividend | 46 days |
| Days until Dividend pay date | 48 days |
Does UBSG pay a reliable dividends?
See UBSG dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/27 02:49 |
| End of Day Share Price | 2025/02/27 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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 48 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Reto Amstalden | Baader Helvea Equity Research |
| Ignacio Mendez Terroso | Banco Santander |
| Neil Smith | Bankhaus Lampe KG |