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.
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:
Stock Screen
GURU STRATEGY
Neff Screen
Factors: Value, Growth
An approach using a stringent contrarian viewpoint—finding undervalued, out-of-favor stocks in the bargain basement that have an optimistic future.