UBS Group (LSE:0R3T) - Stock Price, News & Analysis

0R3T Stock Overview

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide.

0R3T fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	1/6
Past Performance	4/6
Financial Health	4/6
Dividends	4/6

Rewards

Trading at 0.8% below our estimate of its fair value

Revenue is forecast to grow 5.34% per year

Earnings grew by 265% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 33.6% per year for the next 3 years

Large one-off items impacting financial results

Shareholders have been diluted in the past year

Unstable dividend track record

UBS Group AG Competitors

London Stock Exchange Group

LSE:LSEG

UK£47.7b

3i Group

LSE:III

UK£27.8b

Intermediate Capital Group

LSE:ICG

UK£5.9b

Schroders

LSE:SDR

UK£5.6b

Price History & Performance

Summary of all time highs, changes and price drops for UBS Group
Historical stock prices
Current Share Price	CHF25.02
52 Week High	CHF28.74
52 Week Low	CHF16.56
Beta	1.01
1 Month Change	-9.81%
3 Month Change	-2.53%
1 Year Change	39.13%
3 Year Change	77.44%
5 Year Change	84.44%
Change since IPO	44.58%

Recent updates

Shareholder Returns

	0R3T	GB Capital Markets	GB Market
7D	-2.5%	1.2%	2.8%
1Y	39.1%	5.8%	1.1%

Return vs Industry: 0R3T exceeded the UK Capital Markets industry which returned 5.8% over the past year.

Return vs Market: 0R3T exceeded the UK Market which returned 1.1% over the past year.

Price Volatility

Is 0R3T's price volatile compared to industry and market?
0R3T volatility
0R3T Average Weekly Movement	2.9%
Capital Markets Industry Average Movement	4.3%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	11.3%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: 0R3T has not had significant price volatility in the past 3 months.

Volatility Over Time: 0R3T's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1862	112,842	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?
0R3T fundamental statistics
Market cap	CHF80.41b
Earnings (TTM)	CHF25.45b
Revenue (TTM)	CHF36.20b

3.2x

P/E Ratio

2.2x

P/S Ratio

Is 0R3T overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0R3T income statement (TTM)
Revenue	US$39.61b
Cost of Revenue	US$0
Gross Profit	US$39.61b
Other Expenses	US$11.76b
Earnings	US$27.85b

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

May 07, 2024

Earnings per share (EPS)	8.68
Gross Margin	100.00%
Net Profit Margin	70.30%
Debt/Equity Ratio	751.5%

How did 0R3T perform over the long term?

See historical performance and comparison

Dividends

2.6%

Current Dividend Yield

8%

Payout Ratio

Does 0R3T pay a reliable dividends?

See 0R3T dividend history and benchmarks

When do you need to buy 0R3T by to receive an upcoming dividend?
UBS Group dividend dates
Ex Dividend Date	Apr 30 2024
Dividend Pay Date	May 03 2024
Days until Ex dividend	1 day
Days until Dividend pay date	4 days

Does 0R3T pay a reliable dividends?

See 0R3T dividend history and benchmarks

0R3T Stock Overview

Rewards

Risk Analysis

UBS Group AG Competitors

LSE:LSEG

UK£47.7b

LSE:III

UK£27.8b

LSE:ICG

UK£5.9b

LSE:SDR

UK£5.6b

Price History & Performance

Recent News & Updates

Upcoming dividend of US$0.70 per share

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.

Full year 2023 earnings released: EPS: US$8.83 (vs US$2.34 in FY 2022)

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

UBS AG Appoints Ben Sung as Debt Capital Market Head

Recent updates

Upcoming dividend of US$0.70 per share

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.

Full year 2023 earnings released: EPS: US$8.83 (vs US$2.34 in FY 2022)

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

Full year 2023 earnings released: EPS: US$8.98 (vs US$2.34 in FY 2022)

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

New minor risk - Shareholder dilution

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

Third quarter 2023 earnings released: US$0.24 loss per share (vs US$0.54 profit in 3Q 2022)

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

Second quarter 2023 earnings released: EPS: US$9.46 (vs US$0.64 in 2Q 2022)

New major risk - Revenue and earnings growth

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

First quarter 2023 earnings released: EPS: US$0.34 (vs US$0.63 in 1Q 2022)

UBS AG Announces CFO Changes

Credit Suisse Joins Leadership of UBS Group

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

Upcoming dividend of US$0.55 per share at 2.7% yield

Investor sentiment improves as stock rises 15%

High number of new directors

Investor sentiment deteriorates as stock falls 15%

Full year 2022 earnings released: EPS: US$2.34 (vs US$2.14 in FY 2021)

Full year 2022 earnings released: EPS: US$2.40 (vs US$2.14 in FY 2021)

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

Third quarter 2022 earnings released: EPS: US$0.53 (vs US$0.66 in 3Q 2021)

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).