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 Brookfield Asset Management Ltd. 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 Brookfield Asset Management Ltd. and UBS Group AG compare based on key financial metrics to determine which better meets your investment needs.

About Brookfield Asset Management Ltd. and UBS Group AG

Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

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 Brookfield Asset Management Ltd., UBS Group AG Stock News

As of September 4, 2026, Brookfield Asset Management Ltd. had a $80.8 billion market capitalization, compared to the Capital Markets median of $3.3 million. Brookfield Asset Management Ltd.’s stock is down 3.4% in 2026, down 2.9% in the previous five trading days and down 14.25% in the past year.

Currently, Brookfield Asset Management Ltd.’s price-earnings ratio is 29.4. Brookfield Asset Management Ltd.’s trailing 12-month revenue is $5.7 billion with a 48.9% net profit margin. Year-over-year quarterly sales growth most recently was 60.8%. Analysts expect adjusted earnings to reach $1.834 per share for the current fiscal year. Brookfield Asset Management Ltd. currently has a 4.0% dividend yield.

As of September 4, 2026, UBS Group AG had a $169.4 billion market cap, putting it in the 98th percentile of all stocks. UBS Group AG’s stock is up 19.6% in 2026, up 0.9% in the previous five trading days and up 36.98% in the past year.

Currently, UBS Group AG’s price-earnings ratio is 18.9. 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 Brookfield Asset Management Ltd. 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 Brookfield Asset Management Ltd. and UBS Group AG’s stock grades to see how they measure up against one another.

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Brookfield Asset Management Ltd. and UBS Group AG Stock Value Grades

Company	Ticker	Value
Brookfield Asset Management Ltd.	BAM	F
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.

Brookfield Asset Management Ltd. has a Value Score of 18, which is Ultra Expensive. UBS Group AG has a Value Score of 54, which is Average.

The Value Stock Winner: No Clear Winner

Neither Brookfield Asset Management Ltd. or UBS Group AG has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Brookfield Asset Management Ltd. or UBS Group AG is the better investment when it comes to value.

Brookfield Asset Management Ltd. and UBS Group AG’s Quality Grades

Company	Ticker	Quality
Brookfield Asset Management Ltd.	BAM	B
UBS Group AG	UBS	D

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks 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 the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Brookfield Asset Management Ltd. has a Quality Score of 71, which is Strong. UBS Group AG has a Quality Score of 31, which is Weak.

The Quality Grade Winner: Brookfield Asset Management Ltd.

As you can clearly see from the Quality Grade breakdown above, Brookfield Asset Management Ltd. has a better overall quality grade than UBS Group AG. For investors who are looking for companies with higher quality than others in the same industry, Brookfield Asset Management Ltd. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Brookfield Asset Management Ltd. and UBS Group AG’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Brookfield Asset Management Ltd.	BAM	D
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.

Brookfield Asset Management Ltd. has a Earnings Estimate Score of 34, which is Negative. UBS Group AG has a Earnings Estimate Score of 38, which is Negative.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither Brookfield Asset Management Ltd. 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 Brookfield Asset Management Ltd. or UBS Group AG is the better investment when it comes to estimate revisions.

Other Brookfield Asset Management Ltd. and UBS Group AG Grades

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

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.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

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 Brookfield Asset Management Ltd. 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, Brookfield Asset Management Ltd. or UBS Group AG Stock?

Overall, Brookfield Asset Management Ltd. stock has a Value Score of 18, Estimate Revisions Score of 34 and Quality Score of 71.

UBS Group AG stock has a Value Score of 54, Estimate Revisions Score of 38 and Quality Score of 31.

Comparing Brookfield Asset Management Ltd. 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.