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UBS Group AG (UBSG.SW)

CHF43.74 +1.50 (+3.55%)
CH SIX Financial Services Banks - Diversified
Address Bahnhofstrasse 45 8001
Zurich, CH
CEO Sergio Ermotti
Website ubs.com
IPO 1995-08-03
ISIN CH0244767585

Explore sections of this company profile

Also trades on London Stock Exchange · 0R3T.L (CHF) New York Stock Exchange · UBS (USD) Swiss Exchange · UBSG.SW (CHF)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CHF43.74 +1.50 (+3.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
0.84
Float Shares
3.09B
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.49% -1.52% +6.57% +8.26% +10.24% -8.65% +28.62% +102.26% +152.68% +139.33% +77.73%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (27 ratings, all time) Buy
Price Targets & DCF
Current price
43.74
DCF (Unlevered) 134.75 +208.1%
DCF (Levered) 319.56 +630.6%

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.

Ratings Trend (MoM) 47% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 0
Hold 8 0
Sell 1 0
Strong Sell 0 -1
Quality scores
Altman Z-Score
0.31
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.83) × ERP
WACC = 25% × Ke + 75% × Kd (7.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 134.27 Current price: 43.74
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Barclays Underweight Equal Weight Upgrade
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.92B
OE per share TTM
3.57
Owner's Yield
10.99%
Maintenance CapEx ratio
90.88%
Maint CapEx / Avg PPE
31.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
65.8K
Shares Outstanding
3.10B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
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
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits