UBS Group Past Earnings Performance

Past criteria checks 4/6

UBS Group has been growing earnings at an average annual rate of 42.4%, while the Capital Markets industry saw earnings growing at 9.7% annually. Revenues have been growing at an average rate of 5.3% per year. UBS Group's return on equity is 32.2%, and it has net margins of 70.3%.

Key information

42.4%

Earnings growth rate

46.3%

EPS growth rate

Capital Markets Industry Growth	10.3%
Revenue growth rate	5.3%
Return on equity	32.2%
Net Margin	70.3%
Next Earnings Update	07 May 2024

Recent past performance updates

Recent updates

UBS: To Play It Safe

Apr 20

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

Jan 25

UBS plans to bolster M&A dealmaker ranks as Wall Street firms pare down - report

Jan 20

UBS: Holding Up Relatively Well In Spite Of Macroeconomic Threats

Dec 16

Revenue & Expenses Breakdown
Beta

How UBS Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:UBS Revenue, expenses and earnings (USD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	39,613	27,849	33,734
30 Sep 23	36,914	30,888	30,493
30 Jun 23	33,695	33,406	26,793
31 Mar 23	33,756	6,523	25,677
31 Dec 22	34,288	7,630	24,927
30 Sep 22	35,315	7,325	25,839
30 Jun 22	36,274	7,871	26,187
31 Mar 22	36,126	7,769	26,275
31 Dec 21	35,613	7,457	26,058
30 Sep 21	34,925	7,745	25,055
30 Jun 21	34,732	7,559	25,133
31 Mar 21	33,306	6,786	24,639
31 Dec 20	32,386	6,557	24,235
30 Sep 20	31,292	5,643	24,019
30 Jun 20	29,443	4,599	23,404
31 Mar 20	29,606	4,758	23,268
31 Dec 19	28,927	4,304	23,202
30 Sep 19	28,940	3,897	23,349
30 Jun 19	29,288	4,101	23,208
31 Mar 19	29,337	4,091	23,262
31 Dec 18	30,503	4,516	24,157
30 Sep 18	30,329	1,698	23,195
30 Jun 18	30,479	1,458	23,570
31 Mar 18	29,862	1,204	23,056
31 Dec 17	29,591	969	23,009
30 Sep 17	29,954	4,157	23,328
30 Jun 17	30,126	4,073	23,617
31 Mar 17	28,979	3,760	22,636
01 Jan 17	28,824	3,348	22,948
30 Sep 16	28,865	3,619	23,513
30 Jun 16	28,895	4,879	23,806
31 Mar 16	29,772	5,147	24,559
31 Dec 15	30,566	6,196	23,746
30 Sep 15	31,312	6,259	24,388
30 Jun 15	32,339	5,132	26,685
31 Mar 15	30,570	4,523	25,729
31 Dec 14	28,213	3,489	24,975
30 Sep 14	29,050	3,687	25,433
30 Jun 14	30,624	3,766	25,684
31 Mar 14	30,871	3,663	26,216
31 Dec 13	31,142	3,562	26,509
30 Sep 13	30,558	388	2,240
30 Jun 13	29,230	-2,494	2,217

Quality Earnings: UBS has a large one-off gain of $22.9B impacting its last 12 months of financial results to 31st December, 2023.

Growing Profit Margin: UBS's current net profit margins (70.3%) are higher than last year (22.3%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: UBS's earnings have grown significantly by 42.4% per year over the past 5 years.

Accelerating Growth: UBS's earnings growth over the past year (265%) exceeds its 5-year average (42.4% per year).

Earnings vs Industry: UBS earnings growth over the past year (265%) exceeded the Capital Markets industry 2.9%.

Return on Equity

High ROE: Whilst UBS's Return on Equity (32.16%) is high, this metric is skewed due to their high level of debt.

Return on Assets

Return on Capital Employed

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UBS Group Past Earnings Performance

Past criteria checks 4/6

Key information

Recent past performance updates

Full year 2023 earnings: EPS exceeds analyst expectations

Full year 2023 earnings: EPS exceeds analyst expectations

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

UBS Group AG to Report Q3, 2024 Results on Oct 30, 2024

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

UBS Group AG to Report Q3, 2023 Results on Nov 07, 2023

Recent updates

Upcoming dividend of US$0.35 per share

UBS: To Play It Safe

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: EPS exceeds analyst expectations

Now 21% overvalued after recent price rise

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

New major risk - Revenue and earnings growth

Full year 2023 earnings: EPS exceeds analyst expectations

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

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

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

UBS: Mixed Q3 Earnings, Hold

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

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)

UBS Q2 Earnings: Lot More To Do

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

UBS AG Announces Executive Changes

UBS Group: Resume With An Equal-Weight Valuation

UBS AG Appoints Joe Mernagh as A Director

Now 20% undervalued

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

Price target increased by 25% to US$29.68

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 Group AG: Undervalued And Poised For Post-Takeover Upside

Price target increased by 11% to US$25.33

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$0.18 per share at 2.7% yield

High number of new directors

Price target increased by 8.9% to US$23.81

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

UBS plans to apply for mutual-fund license in China: WSJ

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

Price target increased by 9.1% to US$22.73

UBS GAAP EPS of $0.50, revenue of $8.03B beats by $60M

UBS plans to bolster M&A dealmaker ranks as Wall Street firms pare down - report

UBS Has No Plans to Purchase Credit Suisse

Price target increased to US$21.86

UBS Group AG to Report Q2, 2023 Results on Jul 25, 2023

UBS: Holding Up Relatively Well In Spite Of Macroeconomic Threats

UBS Group AG Announces Executive Changes

UBS Group AG to Report Fiscal Year 2022 Results on Mar 06, 2023

Revenue & Expenses Breakdown
Beta