UBS

UBS Group AG

Price

$47.15

return (12m)

27.24%

p/e

64.44

p/bv

6.88

DIVIDEND YIELD

3.44%

UBS price

UBS Group

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*The amount considers the reinvestment of dividends.

Return on Investment UBS

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

-7.32%

3 months

-10.34%

1 year

27.24%

2 years

51.56%

5 years

196.94%

10 years

326.82%

Profitability Comparator

If you had invested

years ago

ago, you would now have:

Fundamentals UBS

Valuation

P/E

64.44

Sector -139.65

Industry 10.95

P/BV

6.88

Sector -10.05

Industry 1.68

P/Revenue (PSR)

8.79

Sector -11.25

Industry 1.62

EV/EBITDA

125.96

Sector -1,043.99

Industry 10.56

EV/EBIT

152.43

Sector -3,664,431,136.53

Industry 9.05

P/EBITDA

40.34

Sector -110.70

Industry 7.85

P/EBIT

51.25

Sector -127.46

Industry 5.61

P/Total Assets

0.36

Sector 0.14

Industry 0.49

P/Net Current Assets

-0.51

Sector -10.46

Industry -0.66

P/Working Capital

-0.94

Sector -

Industry -3.49

EPS

0.74

Sector -9,547.75

Industry 13.05

BVPS

6.96

Sector -8,481.76

Industry 68.27

Efficiency

Gross Margin

72.81%

Sector 0.92%

Industry 20.69%

EBITDA Margin

32.58%

Sector -292.19%

Industry 15.51%

EBIT Margin

17.15%

Sector -7.22%

Industry 6.87%

Net Profit Margins

13.64%

Sector -2.47%

Industry 14.88%

Asset Turnover

0.01

Sector 0.01

Industry 0.08

Profitability

ROE

10.67%

Sector -1,328.29%

Industry 17.28%

ROA

0.56%

Sector -8.22%

Industry 4.89%

ROIC

Sector -12.38%

Industry 2.05%

Dividends

Dividend yield

3.44%

Sector 0.26%

Industry 1.91%

Payout

221.67%

Sector 5.25%

Industry 18.09%

Debt

Current Ratio

0.39

Sector -

Industry 0.86

Net Debt / EBITDA

-15.01

Sector -159.63

Industry -15.82

Net Debt / EBIT

-18.17

Sector -3,461,725,776.83

Industry -22.01

Net Debt / Equity

-0.73

Sector -0.82

Industry -0.55

Gross Debt / Equity

3.39

Sector -0.24

Industry 0.04

Equity/Assets

0.05

Sector -0.03

Industry 0.27

Liabilities/Assets

0.95

Sector 0.36

Industry 0.73

Growth

5Y Revenue CAGR

14.31%

Sector -

Industry -

5Y Earnings CAGR

4.99%

Sector -

Industry -

Fundamentals UBS

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FAIR VALUE OF UBS Group ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffett’s mentor.

Current price

$47.15

Fair Value

$10.76

Upside

-77.17%

See Graham's ranking

Because it considers equity value in its calculation, this formula may not work well for technology companies.

This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.

Assets	Price ($)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
UBS UBS Group AG	$47.15	27.24%	3.44%	64.44	6.88	10.67%	13.64%
JPM JPMorgan Chase & Co.	$336.12	15.71%	1.77%	14.02	2.44	17.37%	32.63%
BLK BlackRock Inc.	$1,128.43	-0.70%	1.97%	19.94	0.00	-%	32.81%
MS Morgan Stanley	$180.08	16.79%	2.29%	13.46	0.00	-%	16.33%
XP XP Inc.	$30.25	87.07%	1.82%	10.33	2.27	21.95%	28.92%
GS Goldman Sachs Group Inc.	$882.12	19.28%	2.00%	13.54	2.24	16.52%	17.19%
TROW T. Rowe Price Group Inc.	$100.67	2.20%	5.13%	9.70	1.93	19.90%	29.26%
NDAQ Nasdaq Inc.	$93.62	7.08%	1.24%	26.76	4.39	16.40%	22.52%
NTRSO Northern Trust Corporation	$18.50	-1.53%	6.39%	1.72	0.25	14.73%	13.00%
IBKR Interactive Brokers Group Inc.	$82.42	25.21%	0.40%	33.25	1.68	5.06%	16.41%
CME CME Group Inc.	$293.52	13.81%	3.90%	24.48	3.96	16.16%	63.30%
NMR Nomura Holdings Inc.	$9.18	35.57%	3.02%	8.25	1.09	13.24%	19.89%
AMP Ameriprise Financial Inc.	$483.07	4.10%	1.32%	11.80	7.32	62.02%	19.92%
RJF Raymond James Financial Inc.	$153.95	-3.30%	1.38%	13.21	2.38	18.04%	15.12%
FUTU Futu Holdings Limited	$106.28	-33.90%	2.43%	10.44	2.97	28.47%	42.94%
CBOE Cboe Global Markets Inc.	$306.40	28.80%	0.97%	23.98	5.77	24.05%	26.73%
NTRS Northern Trust Corporation	$165.07	35.07%	1.97%	13.65	2.28	16.72%	24.76%
LPLA LPL Financial Holdings Inc.	$316.21	-6.17%	0.37%	25.87	4.52	17.49%	5.13%
NEWT Newtek Business Services Corp.	$11.02	14.04%	8.65%	4.78	0.76	15.83%	76.46%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

UBS - Historical Dividends

Current Dividend Yield

3.44%

5-year average Dividend Yield

1.38%

Current Payout

221.67%

5-year average Payout

55.63%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	04/21/2026	04/23/2026	1.09820000
Dividends	04/21/2026	04/23/2026	0.54960000
Dividends	04/15/2025	04/17/2025	0.45000000
Dividends	04/30/2024	05/03/2024	0.35000000
Dividends	04/11/2023	04/14/2023	0.27500000
Dividends	04/11/2022	04/14/2022	0.25000000
Dividends	04/12/2021	04/15/2021	0.37000000
Dividends	11/23/2020	11/27/2020	0.36600000
Dividends	05/04/2020	05/07/2020	0.36500000
Dividends	05/05/2017	05/10/2017	0.60090000
Dividends	05/11/2016	05/17/2016	0.87500000
Dividends	09/17/2015	09/22/2015	0.25820000
Dividends	05/08/2015	05/13/2015	0.53510000
Dividends	05/12/2014	05/15/2014	0.28210000

ABOUT UBS Group

UBS Group AG

Average Investor10 user rating

4.0 (130 people)

Switzerland

163 years

Founded: 1863

1984

Time since IPO - 42 years

68.520

Employees

UBS Group AG (UBS) is a global financial services company operating across wealth management, investment banking and asset management. The company serves individuals, corporations and institutional investors worldwide.

Its business model is primarily focused on wealth management, making it one of the largest wealth managers globally.

Its main activities include:

• Wealth management services for high-net-worth individuals.
• Investment banking, including advisory and capital markets services.
• Asset management for institutional investors.
• Corporate banking and financial services.

UBS operates globally, with a strong presence in Europe, the United States and Asia, serving clients across major financial markets.

Its performance is influenced by financial market conditions, interest rates, capital flows, regulatory developments and global investment activity.

UBS Group AG trades on the New York Stock Exchange (NYSE) under the ticker UBS.

History and Development

UBS Group AG was formed in 1998 through the merger of Union Bank of Switzerland and Swiss Bank Corporation, creating one of Europe’s largest financial institutions.

Over time, the company expanded globally and strengthened its position in wealth management and investment banking.

Following the 2008 financial crisis, UBS restructured its operations, reducing risk exposure and focusing on more stable business segments.

In 2023, UBS acquired Credit Suisse, significantly expanding its global scale and reinforcing its position as a leading international financial institution.

Additional Information

UBS Group AG (Switzerland) is listed on the NYSE and has a market capitalization of $613.12 billion, with shareholders equity totaling $89.17 billion.

The company employs approximately 68.520 people and operates in the Financial sector, within the Investment Services industry.

Over the past 12 months, UBS Group AG reported $69.77 billion in revenue, generating net income of $9.51 billion.

Key financial metrics include a P/E ratio of 64.44, a price-to-book (P/B) ratio of 6.88, and a trailing twelve-month dividend yield of 3.44%.

The company trades under the ticker UBS.

Market cap

$613.12 billion

Net worth

$89.17 billion

$89,165,000,000.00

Assets

$1.71 trillion

$1,707,284,000,000.00

Total Shares Outstanding

12.81 billion

12,811,986,000

Average Daily Trading Volume

$2.30 million

$2,296,356.00

Sector

Financial

Industry

Investment Services

UBS

revenue by Business Segment UBS Group

Revenue by Region UBS Group

UBS revenue and profits

Financial Results UBS

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UBS cash flow

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