Logo
  • Home
  • AI Agent
  • Annotations
  • Watchlists
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy
  • Get the full experience

    We save the real magic for signed-in users.

Logo
UBS US​

UBS Group AG Registered Share(UBS US)

$46.37-0.501.07%Ext:$46.44+0.070.15%(Market Closed · 00:00:03 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

UBS Group AG Registered Share — Company Profile

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.

Sector
Financials
Industry
Banks
Exchange
UN
CEO
Sergio Ermotti
Headquarters
Zurich, V8, CH
IPO Date
May 16, 2000
Employees
103,177
Website
www.ubs.com

Key Metrics

Price
$47.71
Market Cap
$156.38B
Revenue (TTM)
$19.51B
Net Income (TTM)
$3.04B
EPS (TTM)
0.96
P/E (TTM)
19.88
P/B (TTM)
1.69
Dividend Yield
129.72%
ROE (TTM)
6.83%
ROA (TTM)
0.38%
Operating Margin
11.89%
Beta
0.80

Dividends

Last Dividend
$0.55
Last Yield
1.30%

Summary

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.

Website
www.ubs.com
Location
Zurich, V8, CH
Phone41 44 234 11 11
Employees103,177
CEOSergio Ermotti
Sector
Financials
Industry
Banks
IPO DateMay 16, 2000

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.

Latest Documents

SEC Filings(1.3K)

Expand
  • 11-K/AAnnual report (employee stock purchase/savings/profit sharing plans, amendment)6 Oct
  • 11-K/AAnnual report (employee stock purchase/savings/profit sharing plans, amendment)6 Oct
  • N-PXAnnual report of proxy voting record28 Aug
  • 6-KCurrent report (foreign private issuer)14 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Aug
  • SC 13GSummit Hotel Properties, Inc.5 Aug
  • SC 13GIHS Holding Ltd5 Aug
  • SC 13GRising Dragon Acquisition Corp.4 Aug
  • SC 13GStarlink AI Acquisition Corp4 Aug
  • SC 13G/Aabrdn Income Credit Strategies Fund3 Aug
  • SC 13G/ANUVEEN CALIFORNIA MUNICIPAL VALUE FUND3 Aug
  • SC 13G/AREVIVA PHARMACEUTICALS HOLDINGS, INC.31 Jul
  • SC 13G/AAMC ENTERTAINMENT HOLDINGS, INC.31 Jul
  • SC 13G/AAMC ENTERTAINMENT HOLDINGS, INC.31 Jul
  • 6-KCurrent report (foreign private issuer)30 Jul
  • 6-KCurrent report (foreign private issuer)29 Jul
  • 6-KCurrent report (foreign private issuer)29 Jul
  • 6-KCurrent report (foreign private issuer)29 Jul
  • 6-KCurrent report (foreign private issuer)29 Jul
  • 6-KCurrent report (foreign private issuer)29 Jul

News

  • American Express Co (AXP) Q3 2026 Earnings Call Highlights: Record $20.1 Billion Revenue, Raised EPS Guidance and Premium Card Momentum06:03AM
  • Rentokil's price target raised by UBS as North America shows signs of stabilising23 Oct
  • Deckers Outdoor Corp (DECK) Q2 2027 Earnings Call Highlights: HOKA and UGG Drive Revenue Growth Amid Margin Expansion23 Oct
  • United Rentals Inc (URI) (Q3 2026) Earnings Call Highlights: Record Revenue, Raised Guidance and a $1.5 Billion Buyback Plan22 Oct
  • UBS portfolio manager: S&P 500 could hit 9,500 by June 2027 on AI, longevity, energy boom22 Oct
  • UBS (UBS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release21 Oct
  • National Grid faces scrutiny over £31bn transmission plan as UBS sticks with 'sell' rating20 Oct
  • UBS says early flu pick-up could lift 2027 earnings at Reckitt and Haleon20 Oct
  • TD Waterhouse Canada Inc. Buys 231,239 Shares of UBS Group AG $UBS19 Oct
  • UBS capital rules have Swiss stuck between a rock and a hard place19 Oct
  • Signet's reported De Beers bid fits natural diamond strategy, UBS says16 Oct
  • Procter & Gamble's improving US sales trends set up a favorable first-quarter report, UBS says16 Oct
  • Six Flags price target cut at UBS after Georgia coaster death, but bank sees market overstating impact16 Oct
  • UBS share price flashes a warning pattern as capital rules force tough choices16 Oct
  • UBS Group AG $UBS Stock Purchased by Assenagon Asset Management S.A.16 Oct
  • Chipotle faces near-term sales pressures but UBS sees stronger growth in 202715 Oct
  • UBS extends Fed tightening cycle forecast with March rate hike after inflation surprise15 Oct
  • Traders Give Warsh A 42% Chance Of Doing Something This Month That Has Only Happened Once In The Past 36 Years15 Oct
  • UBS weighs moving headquarters from Switzerland if capital rules tighten, WSJ reports14 Oct
  • UBS raises BP forecasts as debt set to fall $4 billion below expectations14 Oct

Mentions in Filings

  • ##### Table of Contents On March 13, 2026, <strong>UBS Group AG</strong> and its related bodies corporate (“UBS”) became a substantial holder with 5.21% of ownership of our ordinary shares. It ceased to be a substantial holder on March 16, 2026. BNYM had a relevant interest in 326,740,329 ordinary shares (22.17% of total shares) as at June 4, 2026, as depositary for our ADR program administered under the Deposit Agreement. BNYM’s relevant interest in these secu …
    IMMUTEP LtdUBS Group AG Registered Share·20-F - Annual report (foreign private issuer) FY 2026·FY26·23 Oct
  • … consummation of the Merger Transactions. In addition, Standard BioTools has agreed to reimburse certain of UBS’s expenses arising, and indemnify UBS against certain liabilities that may arise, out of UBS’s engagement. <strong>UBS Group AG</strong> (the indirect parent of UBS) and its subsidiaries, branches and affiliates provide a wide range of commercial banking, investment banking and other activities (including wealth and investment management, corporate fina …
    STANDARD BIOTOOLS INC.UBS Group AG Registered Share·424B3 - Prospectus filing (Rule 424(b)(3))·Q4 26·21 Oct
  • … consummation of the Merger Transactions. In addition, Standard BioTools has agreed to reimburse certain of UBS’s expenses arising, and indemnify UBS against certain liabilities that may arise, out of UBS’s engagement. <strong>UBS Group AG</strong> (the indirect parent of UBS) and its subsidiaries, branches and affiliates provide a wide range of commercial banking, investment banking and other activities (including wealth and investment management, corporate fina …
    STANDARD BIOTOOLS INC.UBS Group AG Registered Share·S-4/A - Registration statement (business combination, amendment)·Q4 26·21 Oct
  • … ur Class A Ordinary Shares in a Schedule 13G filed on January 27, 2025 and a Schedule 13G/A filed on May 9, 2025, 4.99% in a Schedule 13G/A filed on August 12, 2025 and 3.7% in a Schedule 13G filed on August 20, 2025. <strong>UBS Group AG</strong> reported beneficial ownership of 7.1% of our Class A Ordinary Shares in a Schedule 13G filed on February 10, 2025 and 0.0% in a Schedule 13G/A filed on April 30, 2025. Anson Funds Management LP and its affiliates repo …
    Zeta Network GroupUBS Group AG Registered Share·20-F - ANNUAL REPORT FY 2026·FY26·19 Oct
  • … le, the failures of Silicon Valley Bank, Signature Bank, First Republic Bank and Republic First Bank dba Republic Bank and the intervention of the Swiss National Bank resulting in the acquisition of Credit Suisse AG by <strong>UBS Group AG</strong> have resulted in significant concern regarding the health of other banking institutions and the ability of such institutions to withstand the economic conditions posed by rapidly increasing interest rates including a d …
    SLM Student Loan Trust 2006-5UBS Group AG Registered Share·EX-99.1 - 8-K - Other Events·Q4 26·14 Oct
  • … le, the failures of Silicon Valley Bank, Signature Bank, First Republic Bank and Republic First Bank dba Republic Bank and the intervention of the Swiss National Bank resulting in the acquisition of Credit Suisse AG by <strong>UBS Group AG</strong> have resulted in significant concern regarding the health of other banking institutions and the ability of such institutions to withstand the economic conditions posed by rapidly increasing interest rates including a d …
    SLM Student Loan Trust 2005-7UBS Group AG Registered Share·EX-99.1 - 8-K - Other Events·Q4 26·14 Oct

Key Stats

Trading

Px/Chg 1D$47.71 / +0.29%
Avg Volume2.55M
Beta0.80
Mkt Cap156.38B
FD Mkt Cap179.95B

Float

Shrs Out/Float3.28B / 3.05B
Short Float0.00%
Days to Cover3.31
Stock Repurchased$4.11B

Current Valuation

EV321.98B
EV/EBITDA26.97
EV/Sales5.08
P/B1.69
P/S2.47
FCF Yield2.14%
ROE6.83%
ROA0.38%
Current Ratio0.42

Dividend

Cash$0.55
Yield129.72%
Yield (TTM)129.72%

Estimates

P/E19.88
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMar '23Mar '24Apr '25Apr '26Oct '26
PRICE-BASED RATIOS
Price / Earnings45.709.864.3322.11140.7551.44
Price / Sales4.441.891.771.389.178.02
Price / Book Value1.351.221.181.201.481.69
Price / Free Cash Flow34.755.351.2080.3140.0746.82
ENTERPRISE VALUE METRICS
Enterprise Value225,248.7109,879.7184,101.2229,911.1280,376.1321,975.7
Enterprise Value / Sales9.002.983.213.1019.2216.50
Enterprise Value / EBITDA50.8910.196.7223.85142.9470.73
Enterprise Value / EBIT69.7812.387.6237.13207.9483.83

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue14%35,026.236,821.157,380.174,217.759,054.8
Gross Income4%32,181.630,727.632,355.141,087.037,585.8
EBITDA-2.6%10,605.010,783.027,378.29,639.39,548.7
EBIT-5.1%8,669.08,877.824,170.36,191.77,021.8
Net Income-2.5%6,816.27,052.223,409.94,616.86,160.4
EPS (Diluted)-2.4%2.062.258.861.521.87
BALANCE SHEET
Cash & ST Inv4.8%329,921.0244,381.0414,359.0227,900.0398,425.0
Total Assets9.7%1,117,182.01,104,364.01,717,246.01,565,028.01,617,427.0
Total Liabilities9.7%1,056,180.01,047,146.01,630,607.01,479,455.01,526,943.0
Total Shareholder Equity10.4%60,662.056,876.086,108.085,079.090,213.0
CASH FLOW
Net Operating Cash Flow-13.8%31,425.014,647.086,068.03,279.017,331.1
Cap Ex43.7%-1,841.0-1,643.0-1,685.0-2,008.0-1,873.4
Free Cash Flow-15%29,584.013,004.084,383.01,271.015,457.7

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)46.47
Basic Shares3,277.80
Market Cap152,319.6
Diluted Shares4,044.42
Fully Diluted Shares Outstanding4,044.42
Fully Diluted Market Cap187,944.0
+Consolidated Debt392,019.9
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-226,684.7
−Short-term Investments-135,208.0
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest256.4
+Pension Liabilities—
Enterprise Value317,911.2

Segment data

Revenue

by Geography

  • Americas43%
  • Ch38%
  • Asia Pacific19%

Related companies

China Construction Bank Corporation

CICHY US

Bank Of America Corp /DE/

BAC US

Industrial & Commercial Bank of China Ltd.

IDCBY US

Wells Fargo & Company/mn

WFC US

Bank of China Limited

BACHY US

Toronto Dominion Bank

TD US

Capital One Financial Corp

COF US

Bank Of Nova Scotia /

BNS US

Bank of Communications Co., Ltd.

BCMXY US

Pnc Financial Services Group, Inc.

PNC US

National Australia Bank Limited

NABZY US

Anz Group Holdings Limited/adr

ANZGY US