- $100.65bn
- $235.43bn
- $51.20bn
- 72
- 70
- 60
- 75
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 14.4 | ||
PEG Ratio (f) | n/a | ||
EPS Growth (f) | -7.65% | ||
Dividend Yield (f) | 3.27% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 1.18 | ||
Price to Tang. Book | 1.29 | ||
Price to Free Cashflow | n/a | ||
Price to Sales | 1.97 | ||
EV to EBITDA | 69.9 |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | 0.44% | ||
Return on Equity | 5.96% | ||
Operating Margin | 13.32% |
Financial Summary
Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | $m | 34,859 | 37,328 | 36,275 | 43,029 | 51,203 | 47,309.31 | 48,690.09 | 10.83% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | +31.14 | +34.64 | -7.96 | -10.77 | +39.02 | -18.83 | +46.52 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.
Directors
- Ralph Hamers CMG (54)
- Axel Weber NEC (64)
- Jeremy Anderson NVC (63)
- Kirt Gardner CFO (61)
- Markus Ronner CCO (55)
- Christian Bluhm CRO (52)
- Barbara Levi GCN
- Mike Dargan EXB
- Suni Harford EXB (58)
- Robert Karofsky EXB (53)
- Sabine Keller-Busse EXB (55)
- Iqbal Khan EXB (44)
- Edmund Koh EXB (60)
- Tom Naratil EXB (59)
- Piero Novelli EXB (55)
- Markus Baumann SEC (57)
- William Dudley NID (67)
- Reto Francioni NID (65)
- Zuliu Hu NID (57)
- Mark Hughes NID (63)
- Nathalie Rachou NID (64)
- Julie Richardson NID (58)
- Beatrice Weder di Mauro NID (55)
- Dieter Wemmer NID (64)
- Jeanette Wong NID (61)
- Last Annual
- December 31st, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- June 10th, 2014
- Public Since
- November 28th, 2014
- No. of Employees
- 108,648
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
New York Stock Exchange
- Shares in Issue
- 3,174,825,251

- Address
- Bahnhofstr. 45, ZUERICH, 8098
- Web
- https://www.ubs.com/
- Phone
- +41 442341111
- Auditors
- Ernst & Young Ltd
Latest News for UBS
Upcoming Events for UBS
UBS Group AG at Morgan Stanley European Financials Conference
Lonza Group AG at UBS Roadshow - Seoul
UBS Global Energy and Utilities Conference
UBS Paris Electric Car Day
Givaudan SA at UBS Japan Roadshow (Virtual)
UBS Group AG Annual Shareholders Meeting
Dividend For UBSS.NLB - 0.2274 CAD
Dividend For UBSS.NLB - 0.3499 CAD
Dividend For UBSG34.SA - 2.6067 BRL
Dividend For UBSG34.SA - 1.6944 BRL
Dividend For UBSG.S - 0.4500 USD
Dividend For UBSG.S - 0.4500 USD
UBS Group AG Annual Shareholders Meeting
Q1 2025 UBS Group AG Earnings Release
UBS Pan European Small and Mid-Cap Conference
UBS Best of Europe Virtual One-on-One Conference
UBS Austin Energy Conference
UBS Asian Investment Conference
Q2 2025 UBS Group AG Earnings Release
Similar to UBS
Acadian Asset Management
New York Stock Exchange
Affiliated Managers
New York Stock Exchange
Alliancebernstein Holding LP
New York Stock Exchange
Ameriprise Financial
New York Stock Exchange
AMTD IDEA
New York Stock Exchange
FAQ
As of Today at 22:50 UTC, shares in UBS AG are trading at $32.73. This share price information is delayed by 15 minutes.
Shares in UBS AG last closed at $32.73 and the price had moved by +4.54% over the past 365 days. In terms of relative price strength the UBS AG share price has underperformed the S&P500 Index by -5.14% over the past year.
The overall consensus recommendation for UBS AG is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe UBS AG dividend yield is 2.75% based on the trailing twelve month period.
Last year, UBS AG paid a total dividend of $0.90, and it currently has a trailing dividend yield of 2.75%.Looking ahead, shares in UBS AG are due to go ex-dividend on 2025-04-16 and the next dividend pay date is 2025-04-17.
UBS AG are due to go ex-dividend on 2025-04-16 and the next dividend pay date is 2025-04-17. The historic dividend yield on UBS AG shares is currently 2.75%.
To buy shares in UBS AG you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $32.73, shares in UBS AG had a market capitalisation of $100.65bn.
Here are the trading details for UBS AG:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: UBS
Based on an overall assessment of its quality, value and momentum UBS AG is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in UBS AG is $37.02. That is 13.09% above the last closing price of $32.73.
Analysts covering UBS AG currently have a consensus Earnings Per Share (EPS) forecast of $2.08 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like UBS AG. Over the past six months, its share price has outperformed the S&P500 Index by +10.5%.
As of the last closing price of $32.73, shares in UBS AG were trading +3.89% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The UBS AG PE ratio based on its reported earnings over the past 12 months is 14.4. The shares last closed at $32.73.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
UBS AG's management team is headed by:
- Ralph Hamers - CMG
- Axel Weber - NEC
- Jeremy Anderson - NVC
- Kirt Gardner - CFO
- Markus Ronner - CCO
- Christian Bluhm - CRO
- Barbara Levi - GCN
- Mike Dargan - EXB
- Suni Harford - EXB
- Robert Karofsky - EXB
- Sabine Keller-Busse - EXB
- Iqbal Khan - EXB
- Edmund Koh - EXB
- Tom Naratil - EXB
- Piero Novelli - EXB
- Markus Baumann - SEC
- William Dudley - NID
- Reto Francioni - NID
- Zuliu Hu - NID
- Mark Hughes - NID
- Nathalie Rachou - NID
- Julie Richardson - NID
- Beatrice Weder di Mauro - NID
- Dieter Wemmer - NID
- Jeanette Wong - NID