UBS Group AG (UBSG.SW)
Zurich, CH
Globally, UBS Group AG offers a comprehensive suite of financial advisory services and innovative solutions to a diverse clientele, encompassing private individuals, institutions, and corporations. Its operations are segmented into four main divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. The Global Wealth Management unit specializes in providing customized investment and lending solutions to ultra-high net worth and high net worth clients, encompassing estate planning, philanthropy, family advisory, and various financing options like mortgages and securities-based loans. The Personal & Corporate Banking division serves individuals with essential banking products – such as deposits, cards, and digital platforms – alongside lending, investment, and retirement services, while also supplying corporations and institutions with comprehensive solutions, including capital market access, credit facilities, trade finance, global custody, and transaction banking. The Asset Management segment offers a broad spectrum of investment products, spanning equities, fixed income, hedge funds, real estate, private markets, and specialized strategies like alternative beta and multi-asset solutions, complemented by advisory and fiduciary services. Finally, the Investment Bank division provides strategic business advice, assists with capital raising, facilitates securities trading and financing, supports risk and liquidity management, and delivers distinct financial market insights to its clientele. Founded in Zurich, Switzerland, in 1862, the firm adopted its current name, UBS Group AG, in December 2014, having previously operated as UBS AG.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.49% | -1.52% | +6.57% | +8.26% | +10.24% | -8.65% | +28.62% | +102.26% | +152.68% | +139.33% | +77.73% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 5 | 0 |
| Hold | 8 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | -1 |
-
Revenue growth-20.4% Q1'26: +23.0% (vs Q1'25)
-
EPS growth+23.0% Q1'26: +73.6% (vs Q1'25)
-
FCF margin— Q1'26: +17.1% (vs Q1'25)
-
EBIT margin— Q1'26: +19.2% (vs Q1'25)
-
ROIC— Q1'26: +9.7% (vs Q1'25)
-
Share dilution-2.0% Q1'26: -3.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 26.02× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 9 EPS Ana. |
Dec 2027 12 Rev. Ana. 11 EPS Ana. |
Dec 2028 11 Rev. Ana. 9 EPS Ana. |
Dec 2029 5 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
33.92B
est: 36.57B (-7.2%)
|
29.68B
est: 33.37B (-11.1%)
|
25.42B
est: 30.17B (-15.7%)
|
30.31B
est: 34.46B (-12.1%)
|
29.85B
est: 33.21B (-10.1%)
|
30.71B
est: 30.74B (-0.1%)
|
29.75B
est: 27.80B (+7.0%)
|
29.22B
est: 29.44B (-0.8%)
|
30.72B
est: 30.52B (+0.7%)
|
28.55B
est: 28.62B (-0.3%)
|
32.43B
est: 32.39B (+0.1%)
|
35.03B
est: 35.61B (-1.6%)
|
36.82B
est: 34.30B (+7.3%)
|
57.38B
est: 51.83B (+10.7%)
|
74.22B
est: 47.75B (+55.4%)
|
59.05B
est: 48.46B (+21.9%)
|
50.26B
49.37B – 51.27B
+3.7% YoY
|
51.74B
50.14B – 53.23B
+3.0% YoY
|
53.71B
52.40B – 55.03B
+3.8% YoY
|
57.31B
55.90B – 58.71B
+6.7% YoY
|
| EBITDA |
56.28B
est: 22.99B (+144.8%)
|
47.72B
est: 19.29B (+147.3%)
|
-3.73B
est: 18.55B (-120.1%)
|
—
est: 11.61B (-100.0%)
|
—
est: 13.09B (-100.0%)
|
—
est: 10.60B (-100.0%)
|
—
est: 12.81B (-100.0%)
|
—
est: 13.85B (-100.0%)
|
—
est: 11.44B (-100.0%)
|
—
est: 18.07B (-100.0%)
|
—
est: 21.82B (-100.0%)
|
10.61B
est: 20.76B (-48.9%)
|
10.78B
est: 21.15B (-49.0%)
|
27.38B
est: 14.14B (+93.6%)
|
9.64B
est: 21.68B (-55.5%)
|
9.55B
est: 13.22B (-27.8%)
|
13.71B
13.47B – 13.99B
+3.7% YoY
|
14.12B
13.68B – 14.53B
+3.0% YoY
|
14.66B
14.30B – 15.02B
+3.8% YoY
|
15.64B
15.25B – 16.02B
+6.7% YoY
|
| EBIT |
55.17B
est: -3.63B (+1,618.4%)
|
46.77B
est: 6.83B (+584.4%)
|
—
est: 5.77B (-100.0%)
|
—
est: -2.32B (+100.0%)
|
—
est: 3.72B (-100.0%)
|
—
est: 2.63B (-100.0%)
|
—
est: 5.50B (-100.0%)
|
—
est: 4.59B (-100.0%)
|
—
est: 5.42B (-100.0%)
|
—
est: 5.91B (-100.0%)
|
—
est: 6.65B (-100.0%)
|
8.67B
est: 6.33B (+37.0%)
|
8.88B
est: 6.45B (+37.7%)
|
24.17B
est: 11.53B (+109.7%)
|
6.19B
est: 10.38B (-40.4%)
|
7.02B
est: 10.78B (-34.9%)
|
11.18B
10.98B – 11.41B
+3.7% YoY
|
11.51B
11.15B – 11.84B
+3.0% YoY
|
11.95B
11.65B – 12.24B
+3.8% YoY
|
12.75B
12.44B – 13.06B
+6.7% YoY
|
| Net Income |
7.66B
est: -3.88B (+297.4%)
|
4.50B
est: 6.93B (-35.1%)
|
-2.48B
est: 4.50B (-155.2%)
|
3.69B
est: -2.92B (+226.3%)
|
3.84B
est: 3.84B (+0.1%)
|
6.23B
est: 3.86B (+61.4%)
|
3.46B
est: 6.22B (-44.5%)
|
956.84M
est: 3.65B (-73.8%)
|
4.55B
est: 982.31M (+363.0%)
|
4.25B
est: 4.45B (-4.6%)
|
6.57B
est: 5.13B (+27.9%)
|
6.82B
est: 4.88B (+39.6%)
|
7.05B
est: 37.11B (-81.0%)
|
23.41B
est: 2.66B (+781.7%)
|
4.62B
est: 5.52B (-16.4%)
|
6.16B
est: 8.37B (-26.4%)
|
10.69B
10.19B – 11.20B
+27.7% YoY
|
12.75B
11.88B – 13.61B
+19.2% YoY
|
14.79B
13.35B – 16.22B
+16.0% YoY
|
15.44B
14.95B – 15.93B
+4.4% YoY
|
| SGA |
22.27B
est: 23.48B (-5.2%)
|
20.28B
est: 22.83B (-11.2%)
|
20.27B
est: 24.56B (-17.5%)
|
21.37B
est: 22.13B (-3.4%)
|
19.33B
est: 27.86B (-30.6%)
|
19.72B
est: 27.41B (-28.0%)
|
20.43B
est: 27.18B (-24.8%)
|
20.58B
est: 28.75B (-28.4%)
|
20.90B
est: 26.60B (-21.4%)
|
19.98B
est: 25.69B (-22.2%)
|
20.60B
est: 29.86B (-31.0%)
|
19.98B
est: 28.42B (-29.7%)
|
19.71B
est: 28.95B (-31.9%)
|
23.43B
est: 24.55B (-4.5%)
|
30.13B
est: 29.68B (+1.5%)
|
26.46B
est: 22.95B (+15.3%)
|
23.80B
23.38B – 24.28B
+3.7% YoY
|
24.51B
23.75B – 25.21B
+3.0% YoY
|
25.44B
24.82B – 26.06B
+3.8% YoY
|
27.14B
26.48B – 27.81B
+6.7% YoY
|
| EPS |
2.11
est: 2.09 (+1.2%)
|
1.17
est: 1.32 (-11.3%)
|
-0.73
est: 0.85 (-186.4%)
|
0.95
est: 1.18 (-19.5%)
|
0.94
est: 1.31 (-28.2%)
|
1.70
est: 1.37 (+24.1%)
|
0.90
est: 1.11 (-18.6%)
|
0.26
est: 1.24 (-79.0%)
|
1.31
est: 1.31 (-0.2%)
|
1.17
est: 1.19 (-1.8%)
|
1.83
est: 1.52 (+20.5%)
|
2.14
est: 2.11 (+1.2%)
|
2.34
est: 2.06 (+13.8%)
|
8.53
est: 0.83 (+933.9%)
|
1.59
est: 1.68 (-5.6%)
|
1.95
est: 2.56 (-23.7%)
|
3.23
3.11 – 3.42
+26.5% YoY
|
3.89
3.63 – 4.16
+20.4% YoY
|
4.45
4.08 – 4.95
+14.3% YoY
|
4.71
4.56 – 4.86
+6.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | Barclays | Underweight | Equal Weight | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Sergio Ermotti | Group Chief Executive Officer & President of the Group Executive Board | 5M | male |
| Beatriz Martin Jimenez | Group COO, Head of Non-Core & Legacy, President of EMEA and Member of Executive Board | — | female |
| Damian Vogel | Group Chief Risk Officer & Member of Group Executive Board | — | male |
| George Athanasopoulos | Co-President Investment Bank & Member of Executive Board | — | male |
| Iqbal Khan | President of UBS Asia-Pacific, Co-President Global Wealth Management & Member of Group Executive Board | — | male |
| Marco Illy | Co-President of the Investment Bank & Member of Executive Board | — | male |
| Marco Valla | Co-President of the Investment Bank & Member of Executive Board | — | male |
| Michelle Bereaux | Group Head Compliance & Operational Risk Control and Member of Executive Board | — | female |
| Robert Karofsky | President of UBS Americas, Co-President Global Wealth Management & Member of GEB | — | male |
| Sabine Keller-Busse | President UBS Switzerland, President of Personal & Corporate Banking and Member of the GEB | — | — |
| Stefan Seiler | Head of Group HR & Corp. Services, Security and Member of the Executive Board | — | male |
| Barbara Levi | Group General Counsel & Member of Group Executive Board | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for UBSG.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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