UBS Group (UBS) Aktievy

UBS Group AG är verksamt som förmögenhetsförvaltare och bank över hela världen. Mer information

UBS fundamental analys
Snöflinga Score
Värdering	3/6
Framtida tillväxt	1/6
Tidigare resultat	3/6
Finansiell hälsa	4/6
Utdelningar	4/6

Belöningar

Pris-till-vinst-förhållandet ( 15.7 x) är lägre än US marknaden ( 18.9 x)

Intäkterna förväntas växa med 12.29% per år

Intäkterna ökade med 81.5% under det senaste året

Handlas till ett bra värde jämfört med konkurrenter och branschen

Riskanalys

Instabil utdelningshistorik

Stora engångsposter som påverkar finansiella resultat

UBS Community Fair Values

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UBS Group AG Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för UBS Group
Historiska aktiekurser
Aktuell aktiekurs	CHF 48.19
52 veckors högsta	CHF 49.36
52 veckors lägsta	CHF 30.36
Beta	0.84
1 månads förändring	6.73%
3 månaders förändring	30.45%
1 års förändring	47.51%
3 års förändring	135.99%
5 års förändring	203.46%
Förändring sedan börsintroduktionen	177.11%

Senaste nyheter och uppdateringar

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

Aktieägarnas avkastning

	UBS	US Capital Markets	US Marknad
7D	1.1%	-0.9%	-2.4%
1Y	47.5%	8.8%	21.5%

Avkastning vs industri: UBS översteg US Capital Markets branschen som gav 8.8 % under det senaste året.

Avkastning vs Marknaden: UBS översteg US marknaden som gav 21.5 % under det senaste året.

Prisvolatilitet

Is UBS's price volatile compared to industry and market?
UBS volatility
UBS Average Weekly Movement	4.3%
Capital Markets Industry Average Movement	3.5%
Market Average Movement	7.3%
10% most volatile stocks in US Market	16.7%
10% least volatile stocks in US Market	3.1%

Stabil aktiekurs: UBS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: UBS s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

Grundad	Anställda	VD OCH KONCERNCHEF	Webbplats
1862	101,594	Sergio Ermotti	www.ubs.com

UBS Group AG är verksamt som förmögenhetsförvaltare och bank över hela världen. Verksamheten bedrivs genom fem segment: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank samt Non-Core and Legacy. Segmentet Global Wealth Management erbjuder finansiella tjänster, rådgivning och lösningar, investeringsförvaltning, fastighetsplanering och företagsrådgivning samt förmögenhetsförvaltning och bankprodukter och -tjänster till privata förmögenhetsägare och institutionella kunder.

UBS Group AG Sammanfattning av grunderna

Hur förhåller sig UBS Group:s resultat och omsättning till dess börsvärde?
UBS grundläggande statistik
Börsvärde	US$143.49b
Vinst(TTM)	US$9.12b
Intäkter(TTM)	US$51.31b

15.7x

P/E-förhållande

2.8x

P/S-förhållande

Är UBS övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
UBS resultaträkning (TTM)
Intäkter	US$51.31b
Kostnad för intäkter	US$0
Bruttovinst	US$51.31b
Övriga kostnader	US$42.20b
Intäkter	US$9.12b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

Jul 29, 2026

Vinst per aktie (EPS)	3.00
Bruttomarginal	100.00%
Nettovinstmarginal	17.76%
Skuld/egenkapitalförhållande	620.9%

Hur har UBS utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.3%

Aktuell utdelningsavkastning

38%

Utbetalningskvot

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/06/11 10:30
Aktiekurs vid dagens slut	2026/06/11 00:00
Intäkter	2026/03/31
Årlig intjäning	2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

UBS Group AG bevakas av 35 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Reto Amstalden	Baader Helvea Equity Research
Ignacio Mendez Terroso	Banco Santander
Krishnendra Dubey	Barclays

UBS Group (UBS) Aktievy

Belöningar

Riskanalys

UBS Group AG Konkurrenter

Interactive Brokers Group

BlackRock

S&P Global

Charles Schwab

Prishistorik och prestanda

Senaste nyheter och uppdateringar

UBS AG Announces the Appointment of Alexander Seidler as Head Sustainability and Climate Risk

UBS AG Announces Appointment of Julien Lamm as Global Head of Asset Management

Now 24% overvalued after recent price rise

Recent updates

UBS AG Announces the Appointment of Alexander Seidler as Head Sustainability and Climate Risk

UBS AG Announces Appointment of Julien Lamm as Global Head of Asset Management

Now 24% overvalued after recent price rise

UBS Announces Management Appointments

An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).

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

Now 20% overvalued

UBS Group AG Hires Financial Advisor Luke Naes in Boulder, Colorado

High number of new directors

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Upcoming dividend of US$0.55 per share

Now 20% overvalued

Price target decreased by 8.5% to US$46.80

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 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