UBS Group (UBS) Stock Overview

Operates as a wealth manager and bank worldwide. More details

UBS fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	1/6
Past Performance	4/6
Financial Health	5/6
Dividends	4/6

Rewards

Price-To-Earnings ratio (15.8x) is below the US market (18.5x)

Earnings are forecast to grow 15.34% per year

Earnings grew by 52.7% 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 Price	CHF 39.74
52 Week High	CHF 49.36
52 Week Low	CHF 25.75
Beta	0.82
1 Month Change	-2.79%
3 Month Change	-14.19%
1 Year Change	30.51%
3 Year Change	91.15%
5 Year Change	145.01%
Change since IPO	128.52%

Recent updates

UBS: An Ambitious 18% RoCET1 Target For 2028

Feb 04

UBS Group AG: Regulatory Tightness May Increase

Mar 25

UBS Group: Regulatory Overhang Dampens Q4 Earnings Beat

Feb 04

UBS Group: No Signs Of The Next Leg Up

Dec 27

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

Oct 25

UBS: Happy I Went Long, But Time To Downgrade

Aug 15

UBS Group: Why I Won't Buy This Rally

Jun 17

UBS: Benefits Of Credit Suisse Deal Starting To Show

May 08

UBS: To Play It Safe

Apr 20

Shareholder Returns

	UBS	US Capital Markets	US Market
7D	4.3%	0.4%	-0.3%
1Y	30.5%	6.7%	16.1%

Return vs Industry: UBS exceeded the US Capital Markets industry which returned 8.3% over the past year.

Return vs Market: UBS exceeded the US Market which returned 16% over the past year.

Price Volatility

Is UBS's price volatile compared to industry and market?
UBS volatility
UBS Average Weekly Movement	4.4%
Capital Markets Industry Average Movement	3.7%
Market Average Movement	7.1%
10% most volatile stocks in US Market	16.4%
10% least volatile stocks in US Market	3.3%

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	103,177	Sergio Ermotti	www.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 cap	US$123.20b
Earnings (TTM)	US$7.77b
Revenue (TTM)	US$49.60b

15.8x

P/E Ratio

2.5x

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)
Revenue	US$49.60b
Cost of Revenue	US$0
Gross Profit	US$49.60b
Other Expenses	US$41.83b
Earnings	US$7.77b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 05, 2026

Earnings per share (EPS)	2.51
Gross Margin	100.00%
Net Profit Margin	15.66%
Debt/Equity Ratio	584.9%

How did UBS perform over the long term?

See historical performance and comparison

Dividends

2.8%

Current Dividend Yield

45%

Payout Ratio

Does UBS pay a reliable dividends?

See UBS dividend history and benchmarks

When do you need to buy UBS by to receive an upcoming dividend?
UBS Group dividend dates
Ex Dividend Date	Apr 22 2026
Dividend Pay Date	Apr 23 2026
Days until Ex dividend	20 days
Days until Dividend pay date	21 days

Does UBS pay a reliable dividends?

See UBS dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/04/01 04:03
End of Day Share Price	2026/04/01 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 35 analysts. 14 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
Flora Benhakoun Bocahut	Barclays

UBS Group (UBS) Stock Overview

Rewards

Risk Analysis

UBS Group AG Competitors

Interactive Brokers Group

CME Group

S&P Global

Intercontinental Exchange

Price History & Performance

Recent News & Updates

UBS Group AG, Annual General Meeting, Apr 15, 2026

Full year 2025 earnings: EPS exceeds analyst expectations

Ubs Group Ag Announces Changes to Its Board and Committee

Now 21% overvalued after recent price rise

UBS Names Andrew Bird as Head of Global Wealth Management Australia

New minor risk - Earnings quality

Recent updates

UBS Group AG, Annual General Meeting, Apr 15, 2026

Full year 2025 earnings: EPS exceeds analyst expectations

Ubs Group Ag Announces Changes to Its Board and Committee

Now 21% overvalued after recent price rise

UBS Names Andrew Bird as Head of Global Wealth Management Australia

New minor risk - Earnings quality

Dividend of US$0.55 announced

Full year 2025 earnings: EPS misses analyst expectations

UBS: An Ambitious 18% RoCET1 Target For 2028

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 334,158,171 shares, representing 10% for $3,000 million.

UBS Group AG to Report Q4, 2025 Results on Feb 04, 2026

UBS AG Announces Appointment of Nicholas Hinnen as Head of Premium Advisory Specialists APAC Switzerland Effective January 2026

UBS Group AG to Report Q3, 2026 Results on Oct 28, 2026

Price target increased by 28% to US$49.32

UBS Group AG Announces Management Changes

A group of investors acquired 2.02% stake in Guangdong Fuxin Technology Co., Ltd. (SHSE:688662) from Richly World Investment Limited for CNY 61.8 million.

UBS Group AG (SWX:UBSG) acquired 5.07% stake in Solar A/S (CPSE:SOLAR B).

A group of shareholders have acquired 2% stake in Shandong Cvicse Middleware Co.,Ltd. (SHSE:688695) from Shandong High-Tech Investment Corp for CNY 43.8 million.

Now 21% overvalued

UBS AG Appoints Borja Martinez-Laredo as New Head for Its Office in Abu Dhabi

Now 21% overvalued

Third quarter 2025 earnings: EPS exceeds analyst expectations

UBS Group AG Provides Earnings Guidance for the Fourth Quarter of 2025

UBS Group AG Announces Retirement of Lukas Gähwiler as Vice Chairman of Board of Directors

UBS Group AG Appoints Daniele Magazzeni as Chief Artificial Intelligence Officer, Effective January 1, 2026

UBS AG Announces Appointment of Annick Iwanowski as Managing Director in Coral Gables

Group of shareholders acquired 3% stake in DBG Technology Co., Ltd. (SZSE:300735) from DBG Investment Holdings Limited for approximately CNY 540 million.

UBS Group AG to Report Fiscal Year 2025 Results on Mar 09, 2026

A Group of Buyers acquired 2.35% stake in iSoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) from FNOF Easynet (HK) Limited for CNY 1 billion.

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased by 11% to US$35.10

Group of buyers agreed to acquire 3% stake in Guangdong Fuxin Technology Co., Ltd. (SHSE:688662) from Richly World Investment Limited for CNY 80.8 million.

UBS AG Announces Senior Changes in North Asia

Six Exchange Group AG completed the acquisition of Aquis Exchange PLC (AIM:AQX) from group of sellers.

UBS AG Appoints Michel Frey as Head of UK High Net Worth Business

Price target decreased by 8.7% to US$31.00

Cantor Fitzgerald, L.P. entered into a definitive agreement to acquire UBS O'Connor LLC from UBS Group AG (SWX:UBSG).

A group of shareholders completed the acquisition of 2.97% stake in Beijing Huafeng Test & Control Technology Co.,Ltd. (SHSE:688200) from China Times Prospect Science & Technology Co., Ltd. for approximately CNY 480 million.

UBS Reportedly in Talks to Sell Its Hedge Fund Unit O’Connor to Cantor

A group of buyers completed the acquisition of 2.50% stake in Yunnan Botanee Bio-Technology Group Co.LTD (SZSE:300957) from Tianjin Sequoia Juye Equity Investment Partnership Enterprise (Limited Partnership), Kunming Zhenli Consulting Co., Ltd. and HongShan for CNY 350 million.

First quarter 2025 earnings released: EPS: US$0.53 (vs US$0.55 in 1Q 2024)

UBS Unveils New Workplace Wealth Solutions Technology for Global Stock Plan Issuers

360 One to Acquire UBS’s India Wealth Business in INR 3,070 million Deal

UBS Group AG acquired an unknown minority stake in Huge Group Limited (JSE:HUG).

Upcoming dividend of US$0.45 per share

Investor sentiment deteriorates as stock falls 15%

UBS Group AG: Regulatory Tightness May Increase

UBS Group AG Announces Rejoining of Carmine Visconti as Head of TMT for Europe, the Middle East and Africa

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

UBS Group AG, Annual General Meeting, Apr 10, 2025

Now 22% overvalued after recent price rise

Claudia Böckstiegel and Nathalie Rachou Does Not Stand for Re-Election UBS Group Ag as Board Member

New minor risk - Earnings quality

Now 21% overvalued after recent price rise

Full year 2024 earnings released: EPS: US$1.59 (vs US$8.83 in FY 2023)

UBS Group: Regulatory Overhang Dampens Q4 Earnings Beat

UBS Group AG Proposes Dividend for the Year 2024, Payable on 17 April 2025

UBS Group AG to Report Q3, 2025 Results on Nov 04, 2025

Now 24% overvalued after recent price rise

UBS Group: No Signs Of The Next Leg Up

UBS Group AG Appoints Wiwi Gutmannsbauer as Chief Operating Officer for the Firm in the Apac Region

Six Exchange Group AG reached agreement to acquire Aquis Exchange PLC (AIM:AQX) from group of sellers for £200 million.

Third quarter 2024 earnings released: EPS: US$0.45 (vs US$0.22 loss in 3Q 2023)