UBS 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 |
Rewards
Risk Analysis
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UBS Group AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 33.55 |
| 52 Week High | CHF 35.84 |
| 52 Week Low | CHF 26.01 |
| Beta | 1.03 |
| 1 Month Change | -1.44% |
| 3 Month Change | 5.27% |
| 1 Year Change | 21.29% |
| 3 Year Change | 66.42% |
| 5 Year Change | 159.27% |
| Change since IPO | 92.93% |
Recent News & Updates
Recent updates
UBS Group: Regulatory Overhang Dampens Q4 Earnings Beat
Feb 04UBS Group: No Signs Of The Next Leg Up
Dec 27UBS: Post-Merger With Credit Suisse Smoothe As Swiss Chocolate, As Share Price Climbs
Oct 25UBS: Happy I Went Long, But Time To Downgrade
Aug 15UBS Group: Why I Won't Buy This Rally
Jun 17UBS: Benefits Of Credit Suisse Deal Starting To Show
May 08UBS: To Play It Safe
Apr 20Momentum Has Shown That Despite The Risks, UBS Is A Worthy Investment (Rating Upgrade)
Jan 25UBS: Mixed Q3 Earnings, Hold
Nov 10UBS Q2 Earnings: Lot More To Do
Aug 31UBS: The Thrill Of Risk And Potential Reward, But Wait For Earnings
Jul 17UBS Group: Resume With An Equal-Weight Valuation
Jul 06Shareholder Returns
| UBS | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0.4% | -0.3% | 1.5% |
| 1Y | 21.3% | 39.5% | 22.4% |
Return vs Industry: UBS underperformed the US Capital Markets industry which returned 39.4% over the past year.
Return vs Market: UBS matched the US Market which returned 22.2% over the past year.
Price Volatility
| UBS volatility | |
|---|---|
| UBS Average Weekly Movement | 3.8% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 5.9% |
| 10% most volatile stocks in US Market | 18.0% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: UBS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: UBS'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
| UBS fundamental statistics | |
|---|---|
| Market cap | US$106.50b |
| Earnings (TTM) | US$5.09b |
| Revenue (TTM) | US$48.06b |
20.9x
P/E Ratio2.2x
P/S RatioIs UBS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| UBS 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 UBS perform over the long term?
See historical performance and comparisonDividends
2.7%
Current Dividend Yield57%
Payout RatioDoes UBS pay a reliable dividends?
See UBS dividend history and benchmarks| UBS Group dividend dates | |
|---|---|
| Ex Dividend Date | Apr 15 2025 |
| Dividend Pay Date | Apr 17 2025 |
| Days until Ex dividend | 57 days |
| Days until Dividend pay date | 59 days |
Does UBS pay a reliable dividends?
See UBS dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/16 12:45 |
| End of Day Share Price | 2025/02/14 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 |
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* 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. 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 |
|---|---|
| Dieter Hein | AlphaValue |
| Reto Amstalden | Baader Helvea Equity Research |
| Ignacio Mendez Terroso | Banco Santander |