Stock Evaluator: UBS Group AG (UBS)

UBS Group AG UBS

$52.74 -0.65 -1.22%
July 31, 2026 4:00:03 PM EST November 10, 2021 Volume: 1,925,566
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

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GROWTH:
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EPS REVISIONS:
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COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics UBS Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $161,160.3 $2,836.7 98%
Shares Out (Mil) 3,203.0 74.1 98%
Institutional Ownership 99.1% 79.1% 85%
Float (Mil) 3,045.8 69.7 97%
Beta 0.83 0.94 49%
Avg Daily Volume (000s) 2,048 445 82%
Price Change
(52-week)
39.1% 72.7% 75%
Growth UBS Industry
Median
Percentile
(All Stocks)
Sales (5yr) 8.9% 7.7% 54%
Net Income (5yr) 3.4% 8.9% 44%
EPS (5yr) 5.9% 9.6% 39
Dividends (5yr) 24.3% 1.3% 80%
Cash Flow (5yr) (17.8%) 0.9% 39%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 1 1 3
Current EPS $0.964 $2.940 $4.119
Month Ago EPS $0.967 $3.354 $4.092
# Rev Up 0 1 0
# Rev Down 1 0 1
Three Months Ago EPS $0.949 $3.214 $4.022
Year/Year Chg 10.9% 24.6% 91.3%
Financials UBS Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $53,040 $871 97%
Net Income (TTM) (Mil) $9,520 $85 99%
EPS (TTM) $3.064 $1.000 79%
Operating Cash Flow (TTM) (Mil) $14,174 $64 99%
Net Cash Flow (TTM) (Mil) na $25 na
Long-Term Debt (Q1) (Mil) $303,793 $209 100%
Enterprise Value (Q1) (Mil) na $1,297 na
Valuation UBS Industry
Median
Percentile
(All Stocks)
P/B 1.81 2.69 48%
P/E 18.0 19.1 45%
Dividend Yield 2.1% 0.9% 77%
PEG (5yr hist) 3.0 1.4 78%
Ratios UBS Industry
Median
Percentile
(All Stocks)
Gross Margin na 75.0% na
Net Margin 17.9% 15.8% 77%
ROA 0.6% 2.1% 42%
ROE 10.7% 13.4% 60%
Liabilities to Assets 94.8% 59.1% 92%
F-Score 6 5 69%

Passing Stock Screens

As of 7/31/2026, from a list of 60 stock screening strategies, UBS meetings the criteria of 1 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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