company background image
UBS logo

UBS Group NYSE:UBS Stock Report

Last Price

US$29.78

Market Cap

US$95.3b

7D

-6.5%

1Y

-3.6%

Updated

22 Dec, 2024

Data

Company Financials +

My Notes

Capture your thoughts, links and company narrative

UBS Group AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for UBS Group
Historical stock prices
Current Share PriceCHF 29.78
52 Week HighCHF 33.34
52 Week LowCHF 26.01
Beta1.0
1 Month Change-6.35%
3 Month Change-1.46%
1 Year Change-3.59%
3 Year Change67.12%
5 Year Change138.24%
Change since IPO71.25%

Recent News & Updates

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

Oct 25

Recent updates

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

Momentum Has Shown That Despite The Risks, UBS Is A Worthy Investment (Rating Upgrade)

Jan 25

UBS: Mixed Q3 Earnings, Hold

Nov 10

UBS Q2 Earnings: Lot More To Do

Aug 31

UBS: The Thrill Of Risk And Potential Reward, But Wait For Earnings

Jul 17

UBS Group: Resume With An Equal-Weight Valuation

Jul 06

Shareholder Returns

UBSUS Capital MarketsUS Market
7D-6.5%-4.1%-2.4%
1Y-3.6%32.4%23.4%

Return vs Industry: UBS underperformed the US Capital Markets industry which returned 32.3% over the past year.

Return vs Market: UBS underperformed the US Market which returned 23.3% over the past year.

Price Volatility

Is UBS's price volatile compared to industry and market?
UBS volatility
UBS Average Weekly Movement3.5%
Capital Markets Industry Average Movement4.0%
Market Average Movement6.3%
10% most volatile stocks in US Market16.8%
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 (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1862109,396Sergio 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?
UBS fundamental statistics
Market capUS$95.29b
Earnings (TTM)US$4.52b
Revenue (TTM)US$47.21b

21.1x

P/E Ratio

2.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBS income statement (TTM)
RevenueUS$47.21b
Cost of RevenueUS$0
Gross ProfitUS$47.21b
Other ExpensesUS$42.69b
EarningsUS$4.52b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 04, 2025

Earnings per share (EPS)1.42
Gross Margin100.00%
Net Profit Margin9.57%
Debt/Equity Ratio649.5%

How did UBS perform over the long term?

See historical performance and comparison

Dividends

2.3%

Current Dividend Yield

50%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 08:14
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

UBS Group AG is covered by 58 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.

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