UBSGZ logo

UBS Group BATS-CHIXE:UBSGZ Stock Report

Last Price

CHF 30.18

Market Cap

CHF 95.8b

7D

-6.8%

1Y

24.7%

Updated

06 Feb, 2025

Data

Company Financials +

UBS Group AG

BATS-CHIXE:UBSGZ Stock Report

Market Cap: CHF 95.8b

UBSGZ Stock Overview

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

UBSGZ fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance2/6
Financial Health5/6
Dividends4/6

Rewards

Earnings are forecast to grow 22% per year

Risk Analysis

Profit margins (10.6%) are lower than last year (70.3%)

Unstable dividend track record


My Notes

Capture your thoughts, links and company narrative

UBS Group AG Competitors

London Stock Exchange Group

LSE:LSEG

UK£62.4b

3i Group

LSE:III

UK£38.9b

Intermediate Capital Group

LSE:ICG

UK£6.8b

Hargreaves Lansdown

LSE:HL.

UK£5.2b

Price History & Performance

Summary of share price highs, lows and changes for UBS Group
Historical stock prices
Current Share PriceCHF 30.18
52 Week HighCHF 32.88
52 Week LowCHF 22.53
Beta1.03
1 Month Change2.55%
3 Month Change6.76%
1 Year Change24.66%
3 Year Change52.62%
5 Year Changen/a
Change since IPO123.72%

Recent News & Updates

Recent updates

Shareholder Returns

UBSGZGB Capital MarketsGB Market
7D-6.8%0.8%1.0%
1Y24.7%32.3%12.1%

Return vs Industry: UBSGZ underperformed the UK Capital Markets industry which returned 32.9% over the past year.

Return vs Market: UBSGZ exceeded the UK Market which returned 10.2% over the past year.

Price Volatility

Is UBSGZ's price volatile compared to industry and market?
UBSGZ volatility
UBSGZ Average Weekly Movement3.7%
Capital Markets Industry Average Movement3.9%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.7%
10% least volatile stocks in GB Market2.7%

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

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

About the Company

FoundedEmployeesCEOWebsite
1862108,648Sergio 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?
UBSGZ fundamental statistics
Market capCHF 95.75b
Earnings (TTM)CHF 4.60b
Revenue (TTM)CHF 43.52b

20.8x

P/E Ratio

2.2x

P/S Ratio

Is UBSGZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBSGZ income statement (TTM)
RevenueUS$48.06b
Cost of RevenueUS$0
Gross ProfitUS$48.06b
Other ExpensesUS$42.97b
EarningsUS$5.09b

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Mar 17, 2025

Earnings per share (EPS)1.60
Gross Margin100.00%
Net Profit Margin10.58%
Debt/Equity Ratio632.1%

How did UBSGZ perform over the long term?

See historical performance and comparison

Dividends

2.7%

Current Dividend Yield

57%

Payout Ratio

Does UBSGZ pay a reliable dividends?

See UBSGZ dividend history and benchmarks
When do you need to buy UBSGZ by to receive an upcoming dividend?
UBS Group dividend dates
Ex Dividend DateApr 15 2025
Dividend Pay DateApr 17 2025
Days until Ex dividend66 days
Days until Dividend pay date68 days

Does UBSGZ pay a reliable dividends?

See UBSGZ dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/06 16:46
End of Day Share Price 2025/02/06 00:00
Earnings2024/12/31
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. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander