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UBS Group AGNYSE:UBS Stock Report

Market Cap US$144.1b
Share Price
US$46.96
US$49.47
5.1% undervalued intrinsic discount
1Y46.6%
7D3.1%
1D
Portfolio Value
​
View

UBS Group AG

NYSE:UBS Stock Report

Market Cap: US$144.1b

UBS Group (UBS) Stock Overview

Operates as a wealth manager and bank worldwide. More details

UBS fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance3/6
Financial Health4/6
Dividends4/6

Rewards

Price-To-Earnings ratio (15.8x) is below the US market (18.6x)

Earnings are forecast to grow 13.36% per year

Earnings grew by 81.5% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Unstable dividend track record

Large one-off items impacting financial results


UBS Community Fair Values

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UBS Group AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for UBS Group
Historical stock prices
Current Share PriceCHF 46.96
52 Week HighCHF 49.36
52 Week LowCHF 30.36
Beta0.83
1 Month Change13.40%
3 Month Change13.05%
1 Year Change46.57%
3 Year Change141.19%
5 Year Change184.78%
Change since IPO170.04%

Recent News & Updates

Seeking Alpha • May 07

UBS Gets Upgraded As It Plows Ahead With Growth After Beating Q1 Earnings

Summary UBS Group gets upgraded after beating Q1 estimates, driven by diversified banking segments and successful Credit Suisse integration. UBS demonstrates robust top-line growth, margin resilience, and strong peer-relative returns, supported by effective cost management and strategic diversification. Balance sheet risk remains controlled, with competitive debt/equity metrics and manageable asset exposures, while dividend growth trends and coverage ratios indicate ongoing income stability. Valuation appears reasonable versus peers, with forward multiples and price/book metrics justified by UBS’s operational execution and integration progress. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • May 07

UBS Gets Upgraded As It Plows Ahead With Growth After Beating Q1 Earnings

Summary UBS Group gets upgraded after beating Q1 estimates, driven by diversified banking segments and successful Credit Suisse integration. UBS demonstrates robust top-line growth, margin resilience, and strong peer-relative returns, supported by effective cost management and strategic diversification. Balance sheet risk remains controlled, with competitive debt/equity metrics and manageable asset exposures, while dividend growth trends and coverage ratios indicate ongoing income stability. Valuation appears reasonable versus peers, with forward multiples and price/book metrics justified by UBS’s operational execution and integration progress. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

UBS Group AG: Regulatory Tightness May Increase

Summary UBS faces tighter potential regulation due to its existential importance for the Swiss economy. UBS's profitability is relatively low compared to competitors, yet it trades at higher multiples than American, Eurozone banks of comparable size. CET1 requirements might be increased materially, potentially limiting dividends and buybacks, and possibly even necessitating an equity raise. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04

UBS Group: Regulatory Overhang Dampens Q4 Earnings Beat

Summary UBS Group AG exceeded Q4 expectations with $11.6 billion in revenues and $770 million in net profit. UBS plans to achieve a 15% RoCET1 and cut $5.5 billion in costs by 2026, but buyback plans failed to boost sentiment. The Credit Suisse takeover hasn't significantly increased shareholder value, with UBS facing challenges in client retention and regulatory scrutiny. Despite uncertainties, UBS's fair valuation suggests upside potential at $45.5 per share, presenting an attractive risk/reward profile for investors. Read the full article on Seeking Alpha
Seeking Alpha • Dec 27

UBS Group: No Signs Of The Next Leg Up

Summary The stock has been trading sideways for the entire 2024, mainly due to stagnant Book Value and ROE. Wealth Management, its main unit, represents 60% of UBS's Revenue, but is still lagging in terms of ROE. To achieve its next leg up to $40, UBS needs to either improve ROE and/or grow book value, but there are no indications that this will happen any time soon. No downside risk appears to exist, but no clear opportunity is on the horizon as well. Therefore, the stock continues to be a Hold. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

UBS: Post-Merger With Credit Suisse Smoothe As Swiss Chocolate, As Share Price Climbs

Summary UBS gets its prior hold rating reaffirmed, as things are relatively smoothe post-merger with Credit Suisse. The share price trades around a 10-year-high, above its 200-day SMA, and overvalued on P/E compared to peers, making it too expensive. Forward-looking growth indicators will come from fee-driven business segments, while a lower interest rate environment could reduce funding costs. The bank is in a competitive sector where it lags behind key peers in the investment banking and wealth advisory space, but also in profit margin. Major cyberattacks and regulatory fines have proven to be costly to this sector in the past, and are expected to continue being key risks. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15

UBS: Happy I Went Long, But Time To Downgrade

Summary UBS has been performing extremely well since I first invested in it, generating returns in excess of 100% since 2021 and my first "Buy" article. The company has, however, now risen to levels where I believe the valuation is no longer sustainable for a good long-term return. As a result of this, I'll move to a "hold" here and downgrade my rating for UBS. Read the full article on Seeking Alpha

Shareholder Returns

UBSUS Capital MarketsUS Market
7D3.1%-0.3%1.2%
1Y46.6%10.4%28.7%

Return vs Industry: UBS exceeded the US Capital Markets industry which returned 10.4% over the past year.

Return vs Market: UBS exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is UBS's price volatile compared to industry and market?
UBS volatility
UBS Average Weekly Movement4.4%
Capital Markets Industry Average Movement3.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

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

FoundedEmployeesCEOWebsite
1862101,594Sergio Ermottiwww.ubs.com

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers.

UBS Group AG Fundamentals Summary

How do UBS Group's earnings and revenue compare to its market cap?
UBS fundamental statistics
Market capUS$144.06b
Earnings (TTM)US$9.12b
Revenue (TTM)US$51.31b
15.8x
P/E Ratio
2.8x
P/S Ratio

Is UBS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBS income statement (TTM)
RevenueUS$51.31b
Cost of RevenueUS$0
Gross ProfitUS$51.31b
Other ExpensesUS$42.20b
EarningsUS$9.12b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 29, 2026

Earnings per share (EPS)3.00
Gross Margin100.00%
Net Profit Margin17.76%
Debt/Equity Ratio620.9%

How did UBS perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
38%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/26 05:50
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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 36 analysts. 15 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
Krishnendra DubeyBarclays