Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in T. Rowe Price Group, Inc. or UBS Group AG because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how T. Rowe Price Group, Inc. and UBS Group AG compare based on key financial metrics to determine which better meets your investment needs.

About T. Rowe Price Group, Inc. and UBS Group AG

T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in North America, Europe, Asia, Australia.

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. Its Personal & Corporate Banking segment provides banking, retirement, financing, investments, and strategic transactions to private, corporate, and institutional customers through its branch network and digital channels in Switzerland. The Asset Management segment offers diversified asset management services. Its Investment Bank segment provides equities, foreign exchange, precious metals, research, advisory, and capital markets services to institutional, corporate, financial sponsor, and Global Wealth Management customers, as well as focused rates and credit platform. The company also offers lending products, such as securities-based lending, mortgages, structured products, and tailored solutions; collateralized lending residential and commercial real estate, primarily against securities, residential and commercial real estate, other real assets (such as ships and aircraft), private market and hedge fund interest; and unsecured lending. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.

Latest Capital Markets and T. Rowe Price Group, Inc., UBS Group AG Stock News

As of September 2, 2026, T. Rowe Price Group, Inc. had a $23.3 billion market capitalization, compared to the Capital Markets median of $3.2 million. T. Rowe Price Group, Inc.’s stock is up 6.8% in 2026, down 2.8% in the previous five trading days and up 3.6% in the past year.

Currently, T. Rowe Price Group, Inc.’s price-earnings ratio is 11.0. T. Rowe Price Group, Inc.’s trailing 12-month revenue is $7.6 billion with a 29.3% net profit margin. Year-over-year quarterly sales growth most recently was 10.7%. Analysts expect adjusted earnings to reach $10.221 per share for the current fiscal year. T. Rowe Price Group, Inc. currently has a 4.8% dividend yield.

As of September 2, 2026, UBS Group AG had a $168.2 billion market cap, putting it in the 98th percentile of all stocks. UBS Group AG’s stock is up 18.5% in 2026, up 0.7% in the previous five trading days and up 38.43% in the past year.

Currently, UBS Group AG’s price-earnings ratio is 18.7. UBS Group AG’s trailing 12-month revenue is $53.0 billion with a 17.9% net profit margin. Year-over-year quarterly sales growth most recently was 14.6%. Analysts expect adjusted earnings to reach $3.366 per share for the current fiscal year. UBS Group AG currently has a 2.0% dividend yield.

How We Compare T. Rowe Price Group, Inc. and UBS Group AG Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at T. Rowe Price Group, Inc. and UBS Group AG’s stock grades to see how they measure up against one another.

Learn more about A+ Investor here!

Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions

T. Rowe Price Group, Inc. and UBS Group AG Stock Value Grades

Company	Ticker	Value
T. Rowe Price Group, Inc.	TROW	B
UBS Group AG	UBS	C

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

T. Rowe Price Group, Inc. has a Value Score of 62, which is Value. UBS Group AG has a Value Score of 53, which is Average.

The Value Stock Winner: T. Rowe Price Group, Inc.

As you can clearly see from the Value Grade breakdown above, T. Rowe Price Group, Inc. is considered to have better value than UBS Group AG. For investors who focus solely on a company’s valuation, T. Rowe Price Group, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

T. Rowe Price Group, Inc. and UBS Group AG Growth Grades

Company	Ticker	Growth
T. Rowe Price Group, Inc.	TROW	C
UBS Group AG	UBS	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

T. Rowe Price Group, Inc. has a Growth Score of 56, which is Average. UBS Group AG has a Growth Score of 95, which is Very Strong.

The Growth Grade Winner: UBS Group AG

As you can clearly see from the Growth Grade breakdown above, UBS Group AG has a more attractive growth grade than T. Rowe Price Group, Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, UBS Group AG could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

T. Rowe Price Group, Inc. and UBS Group AG’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
T. Rowe Price Group, Inc.	TROW	B
UBS Group AG	UBS	D

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

T. Rowe Price Group, Inc. has a Earnings Estimate Score of 60, which is Neutral. UBS Group AG has a Earnings Estimate Score of 40, which is Negative.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither T. Rowe Price Group, Inc. or UBS Group AG has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if T. Rowe Price Group, Inc. or UBS Group AG is the better investment when it comes to estimate revisions.

Other T. Rowe Price Group, Inc. and UBS Group AG Grades

In addition to Estimate Revisions, Value and Growth, A+ Investor also provides grades for Momentum and Quality.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether T. Rowe Price Group, Inc. and UBS Group AG pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, T. Rowe Price Group, Inc. or UBS Group AG Stock?

Overall, T. Rowe Price Group, Inc. stock has a Value Score of 62, Growth Score of 56 and Estimate Revisions Score of 60.

UBS Group AG stock has a Value Score of 53, Growth Score of 95 and Estimate Revisions Score of 40.

Comparing T. Rowe Price Group, Inc. and UBS Group AG’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.