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 The Charles Schwab Corporation 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 The Charles Schwab Corporation and UBS Group AG compare based on key financial metrics to determine which better meets your investment needs.

About The Charles Schwab Corporation and UBS Group AG

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

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 The Charles Schwab Corporation, UBS Group AG Stock News

As of April 24, 2026, The Charles Schwab Corporation had a $153.8 billion market capitalization, compared to the Capital Markets median of $3.5 million. The Charles Schwab Corporation’s stock is down 9.9% in 2026, down 3.4% in the previous five trading days and up 13.68% in the past year.

Currently, The Charles Schwab Corporation’s price-earnings ratio is 19.0. The Charles Schwab Corporation’s trailing 12-month revenue is $23.9 billion with a 38.0% net profit margin. Year-over-year quarterly sales growth most recently was 18.9%. Analysts expect adjusted earnings to reach $6.023 per share for the current fiscal year. The Charles Schwab Corporation currently has a 1.4% dividend yield.

As of April 24, 2026, UBS Group AG had a $128.0 billion market cap, putting it in the 98th percentile of all stocks. UBS Group AG’s stock is down 9.3% in 2026, down 4.1% in the previous five trading days and up 42.4% in the past year.

Currently, UBS Group AG’s price-earnings ratio is 17.5. UBS Group AG’s trailing 12-month revenue is $49.6 billion with a 15.7% net profit margin. Year-over-year quarterly sales growth most recently was 12.4%. Analysts expect adjusted earnings to reach $3.104 per share for the current fiscal year. UBS Group AG currently has a 2.7% dividend yield.

How We Compare The Charles Schwab Corporation 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 The Charles Schwab Corporation and UBS Group AG’s stock grades to see how they measure up against one another.

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The Charles Schwab Corporation and UBS Group AG Growth Grades

Company	Ticker	Growth
The Charles Schwab Corporation	SCHW	A
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.

The Charles Schwab Corporation has a Growth Score of 83, which is Very Strong. UBS Group AG has a Growth Score of 95, which is Very Strong.

The Growth Grade Winner: It’s a Tie!

Looking at the Growth Grade breakdown above, both The Charles Schwab Corporation and UBS Group AG have a grade of A. For investors who focus solely on a company’s upward growth, further research should be conducted into both companies’ other financial metrics before deciding whether to invest.

The Charles Schwab Corporation and UBS Group AG’s Momentum Grades

Company	Ticker	Momentum
The Charles Schwab Corporation	SCHW	D
UBS Group AG	UBS	C

Momentum grades help to 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. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

The Charles Schwab Corporation has a Momentum Score of 35, which is Weak. UBS Group AG has a Momentum Score of 52, which is Average.

The Momentum Stock Winner: No Clear Winner

Neither The Charles Schwab Corporation or UBS Group AG has a strong enough Momentum Grade to 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 The Charles Schwab Corporation or UBS Group AG is the better investment when it comes to momentum.

The Charles Schwab Corporation and UBS Group AG’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
The Charles Schwab Corporation	SCHW	C
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.

The Charles Schwab Corporation has a Earnings Estimate Score of 58, which is Neutral. UBS Group AG has a Earnings Estimate Score of 23, which is Negative.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither The Charles Schwab Corporation 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 The Charles Schwab Corporation or UBS Group AG is the better investment when it comes to estimate revisions.

Other The Charles Schwab Corporation and UBS Group AG Grades

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

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 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 The Charles Schwab Corporation 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, The Charles Schwab Corporation or UBS Group AG Stock?

Overall, The Charles Schwab Corporation stock has a Growth Score of 83, Momentum Score of 35 and Estimate Revisions Score of 58.

UBS Group AG stock has a Growth Score of 95, Momentum Score of 52 and Estimate Revisions Score of 23.

Comparing The Charles Schwab Corporation 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.