Company Overview
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.
Why Investors Should Care
Revenue has grown at a 12.4% CAGR over the past five years.
Maintains a net profit margin of 17.9%.
Offers a dividend yield of 2.17%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $47.30B (+4.3% YoY); net profit $7.77B.
- Trailing 12 Months Year-on-year growth — revenue +14.6%, earnings +20.6%.
- 5-Year Trend Long-term compounding — revenue CAGR 12.4%, profit CAGR 0.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.44% |
| 1 Year: | 14.60% |
Compounded Profit Growth
| 5 Years: | 0.60% |
| 1 Year: | 20.60% |
Stock Price Performance
| 1 Year: | +42.47% |
| 6 Months: | +46.24% |
| 3 Months: | +16.45% |
| 1 Month: | +2.44% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)58.12 · Neutral
P/E of 18.73 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 12.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UBS UBS Group AG FINANCIAL | 55.07 | 18.73 | $168.61B | 2.17% | - | 10.67% | 12.44% | 0.60% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | - | - | 11.52B | 11.94B | 12.20B | 13.77B | 13.35B |
| Cost of Revenue | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - |
| Interest Expense | - | 6.95B | 6.82B | 6.58B | 6.20B | 5.74B | - |
| Pretax Income | - | - | 2.19B | 2.83B | 1.70B | 3.84B | 3.59B |
| Tax Provision | - | - | -209.00M | 341.00M | 495.00M | 786.00M | 782.00M |
| Net Income | - | - | 2.40B | 2.48B | 1.20B | 3.04B | 2.80B |
| Diluted EPS | - | - | 0.72 | 0.76 | 0.37 | 0.94 | 0.22 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 33.27B | 41.14B | 45.35B | 47.30B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - |
| Operating Income | - | - | - | - | - |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 6.56B | 28.22B | 35.95B | 26.55B |
| Pretax Income | - | 9.60B | 28.25B | 6.82B | 8.85B |
| Tax Provision | - | 1.94B | 873.00M | 1.68B | 1.06B |
| Net Income | - | 7.63B | 27.37B | 5.09B | 7.77B |
| Diluted EPS | - | 2.25 | 8.30 | 1.52 | 2.36 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 1.10T | 1.72T | 1.57T | 1.62T |
| Current Assets | - | - | - | - | - |
| Cash & Equivalents | - | 172.82B | 317.12B | 225.71B | 211.01B |
| Inventory | - | - | - | - | - |
| Receivables | - | 20.65B | 26.78B | 30.21B | 40.28B |
| Total Liabilities | - | 1.05T | 1.63T | 1.48T | 1.53T |
| Current Liabilities | - | - | - | - | - |
| Long Term Debt | - | 160.27B | 333.65B | 297.32B | 297.92B |
| Total Debt | - | 193.28B | 377.69B | 332.42B | 336.04B |
| Total Equity | - | 56.88B | 85.62B | 85.08B | 90.21B |
| Shares Outstanding | - | 3.52B | 3.46B | 3.46B | 3.34B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 14.65B | 86.07B | 3.28B | 21.85B |
| Investing Cash Flow | - | -12.45B | 103.12B | 709.00M | -22.80B |
| Financing Cash Flow | - | -9.09B | -58.26B | -84.17B | -30.86B |
| Capital Expenditure | - | -1.64B | -1.69B | -2.01B | -2.36B |
| Free Cash Flow | - | 13.00B | 84.38B | 1.27B | 19.49B |
| Net Change in Cash | - | -6.89B | 130.93B | -80.18B | -31.81B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | 22.9% | 66.5% | 11.2% | 16.4% |
| ROE % | - | 13.4% | 32.0% | 6.0% | 8.6% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | UBS Group AG | 3.09% | 107.14M | $5.43B |
| 2 | Vanguard Capital Management LLC | 2.83% | 98.08M | $4.97B |
| 3 | NORGES BANK | 2.77% | 95.85M | $4.86B |
| 4 | Fisher Asset Management, LLC | 1.88% | 64.92M | $3.29B |
| 5 | Massachusetts Financial Services Co. | 1.82% | 62.93M | $3.19B |
| 6 | Wellington Management Group, LLP | 1.72% | 59.55M | $3.02B |
| 7 | Zurcher Kantonalbank (Zurich Cantonalbank) | 1.60% | 55.23M | $2.80B |
| 8 | FMR, LLC | 1.60% | 55.54M | $2.82B |
| 9 | Cevian Capital II Gp Ltd | 1.39% | 48.12M | $2.44B |
| 10 | Pictet Asset Management Holding SA | 1.06% | 36.74M | $1.86B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for UBS
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Valero Energy (NYSE:VLO) Stock Price Expected to Rise, UBS Group Analyst Says - marketbeat.com
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UBS — Frequently Asked Questions
What is the current share price of UBS Group AG (UBS)?
As of 2026-09-19 21:16 PDT, UBS Group AG (UBS) trades at $55.07 on NYSE. Its 52-week range is $35.49 to $55.72.
What is the market capitalisation of UBS?
UBS Group AG (UBS) has a market capitalisation of $168.61B on NYSE.
What is the P/E ratio of UBS?
UBS trades at a trailing price-to-earnings (P/E) ratio of 18.73. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 1.74.
Does UBS pay a dividend?
UBS Group AG (UBS) currently offers a dividend yield of 2.17%.
What is the return on equity (ROE) of UBS?
UBS has a return on equity (ROE) of 10.67%.
Is UBS a good stock to buy?
This page provides a data-driven analysis of UBS Group AG (UBS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.