UBS Group AG (NYSE: UBS) is a Financial Services company in the Banks - Diversified industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 16.95 | EPS (ttm) | 2.99 | Insider Own | - | Shs Outstand | 3.28B | Perf Week | -7.13% |
| Market Cap | 165.59B | Forward P/E | 11.90 | EPS next Y | 4.26 | Insider Trans | - | Shs Float | 3.05B | Perf Month | -4.59% |
| Enterprise Value | 323.73B | PEG | 0.34 | EPS next Q | 0.93 | Inst Own | - | Short Float | 0.19% | Perf Quarter | -0.22% |
| Income | 9.84B | P/S | 2.70 | EPS this Y | 28.80% | Inst Trans | - | Short Ratio | 3.05 | Perf Half Y | 35.68% |
| Sales | 61.42B | P/B | 1.75 | EPS next Y | 16.90% | ROA | 0.54% | Short Interest | 5.70M | Perf YTD | 9.46% |
| Book/sh | - | P/C | - | EPS next 5Y | 10.85% | ROE | 10.26% | 52W High | 55.99 -9.47% | Perf Year | 22.35% |
| Cash/sh | - | P/FCF | - | EPS past 3/5Y | 1.60% 5.92% | ROIC | 1.32% | 52W Low | 36.30 39.64% | Perf 3Y | 95.04% |
| Dividend Est. | 0.55 (1.09%) | EV/EBITDA | 22.17 | Sales past 3/5Y | 26.10% 18.15% | Gross Margin | 79.46% | Volatility | 1.59% 1.41% | Perf 5Y | 206.47% |
| Dividend TTM | 0.55 (1.09%) | EV/Sales | 5.27 | EPS Y/Y TTM | 86.18% | Oper. Margin | 18.92% | ATR (14) | 0.99 | Perf 10Y | 245.30% |
| Dividend Ex-Date | Apr 22, 2026 | Quick Ratio | 0.39 | Sales Y/Y TTM | 2.44% | Profit Margin | 15.11% | RSI (14) | 34.65 | Recom | 2.66 |
| Dividend Gr. 3/5Y | -3.37% -9.22% | Current Ratio | 0.39 | EPS Q/Q | 20.83% | SMA20 | -5.74% | Beta | 1.19 | Target Price | 23.57 |
| Payout | 0.86% | Debt/Eq | 4.21 | Sales Q/Q | 7.04% | SMA50 | -4.90% | Rel Volume | 1.14 | Prev Close | 50.62 |
| Employees | 103,177 | LT Debt/Eq | 3.34 | Earnings | Oct 28 | SMA200 | 8.71% | Avg Volume | 1.73M | Price | 50.69 |
| IPO Date | May 16, 2000 | Option/Short | Yes / Yes | EPS/Sales Surpr. | -3.59% -0.40% | Net Debt/EBITDA | 10.83 | Volume | 1,964,918 | Change | 0.14% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Apr-20-26 | Upgrade | Barclays | Underweight → Equal Weight | |
| Dec-16-25 | Upgrade | B of A Securities | Neutral → Buy | |
| Jun-03-25 | Upgrade | Jefferies | Hold → Buy | |
| Mar-27-25 | Downgrade | B of A Securities | Neutral → Underperform | |
| Jan-03-25 | Upgrade | Exane BNP Paribas | Neutral → Outperform | |
| Sep-19-24 | Reiterated | Bank of America Securities | Buy | $34 |
| Apr-23-24 | Downgrade | Citigroup | Buy → Neutral | |
| Mar-08-24 | Upgrade | Morgan Stanley | Equal Weight → Overweight | |
| Dec-05-23 | Downgrade | B of A Securities | Buy → Neutral | |
| Oct-16-23 | Upgrade | RBC Capital | Sector Perform → Outperform |
UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 76,031 | 73,840 | 74,218 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 24,873 | 27,069 | 33,131 | — | — | — | — | — | — | |
| Gross Profit | 51,158 | 46,771 | 41,087 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 33,463 | 31,016 | 30,131 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 5,731 | 6,902 | 4,764 | — | — | — | — | — | — | |
| Operating Income | 11,964 | 8,853 | 6,192 | — | — | — | — | — | — | |
| Interest Expense | 24,421 | 26,545 | 32,631 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 24,420 | 26,545 | 32,631 | — | — | — | — | — | — | |
| Net Income Before Taxes | 11,963 | 8,853 | 6,192 | — | — | — | — | — | — | |
| Income Taxes | 2,404 | 1,056 | 1,520 | — | — | — | — | — | — | |
| Consolidated Net Income | 9,520 | 7,767 | 4,617 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 9,558 | 7,797 | 5,146 | — | — | — | — | — | — | |
| Net Income | 9,520 | 7,767 | 4,617 | — | — | — | — | — | — | |
| EPS (Recurring) | 2.95 | 2.46 | 1.59 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 2.95 | 2.46 | 1.59 | — | — | — | — | — | — | |
| EPS (Diluted) | 2.83 | 2.36 | 1.52 | — | — | — | — | — | — | |
| EBITDA | 21,149 | 12,382 | 9,639 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 17.91 | 19.62 | 19.95 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.06 | 1.99 | 1.37 | — | — | — | — | — | — | |
| Gross Margin | 67.29 | 63.34 | 55.36 | — | — | — | — | — | — | |
| Operating Margin | 15.74 | 11.99 | 8.34 | — | — | — | — | — | — | |
| Net Margin | 12.52 | 10.52 | 6.22 | — | — | — | — | — | — | |
| Shares Outstanding | 3,084 | 3,179 | 3,345 | — | — | — | — | — | — | |
| Market Capitalization | 156,328 | 147,219 | 101,420 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |