Financials / Banks - DiversifiedUpdated 2026-05-10 22:07 UTC

UBS stock hub

UBS Group AG has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

136.9B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

UBS

In the news

Latest news · UBS

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E12.4

P25 8.8P50 10.4P75 13.1

Trailing P/E15

P25 10.9P50 14.7P75 36.2

ROE10.2

P25 4.9P50 10.4P75 15

ROICn/a

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All UBS market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

199

Groups with data

Currency

USD

Showing 199 of 199 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001610520
Company name	UBS Group AG
Country	Switzerland
Country code	US
Cusip	H42097107
Employees	103,177
Employees Change	-5,471%
Employees Change Percent	-5.04
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Banks - Diversified
Isin	CH0244767585
Last refreshed	2026-05-10
Market cap	$136.9B
Market cap category	Large-Cap
Price	$45.23
Price currency	USD
Rev Per Employee	497,310.45x
Sector	Financials
Sic	6021
Symbol	UBS
Website	https://www.ubs.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	6.66%
Forward P/E	12.37x
P/B ratio	1.48x
P/E ratio	15.02x
P/S ratio	2.67x
PE Ratio10 Y	15.82x
PE Ratio3 Y	15.88x
PE Ratio5 Y	12.64x
PS Forward	3.25x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Gross Profit	$51.3B
Net Income	$9.1B
Net Income Growth	81.5%
Net Income Growth Q	79.67%
Net Income Growth Years	1%
Net Income Growth3 Y	11.8%
Net Income Growth5 Y	6.08%
Pretax Margin	20.58%
Profit Margin	17.76%
Profit Per Employee	$88,343
Profitable Years	13
ROA	0.57
Roa5y	0.82
ROE	10.16
Roe5y	15.68

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	15.36%
Cagr1y	48.4%
Cagr3y	34.56%
Cagr5y	25.99%
Div CAGR10	-7.73%
Div CAGR3	8.78%
Div CAGR5	-1.93%
EPS Growth	84.82
EPS Growth Q	84.35
EPS Growth Years	0
EPS Growth3 Y	12.38
EPS Growth5 Y	8.75
Revenue Growth	7.22x
Revenue Growth Q	13.77x
Revenue Growth Years	2x
Revenue Growth3 Y	15.12x
Revenue Growth5 Y	9.03x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Assets	$1.7T
Cash	$528.4B
Debt	$574.3B
Equity	$92.5B
Liabilities	$1.6T
Net Cash	$-45.9B
Net Cash By Market Cap	$-33.51
Net Debt Equity	$0.5
Tangible Book Value	$85.3B
Tangible Book Value Per Share	$27.5
WACC	1.65

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	$-486.7B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	2.32%
Dividend Growth	-25.93%
Dividend Growth Years	4%
Dividend per share	$0.55
Dividend Years	12
Dividend Yield	1.22%
Ex Div Date	2026-04-22
Last Dividend	$0.55
Payout Frequency	Annual
Payout Ratio	19.73%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	317.42%
1Y total return	48.36%
200-day SMA	41.29
3Y total return	143.68%
50-day SMA	40.51
50-day SMA vs 200-day SMA	50under200
5Y total return	217.43%
All Time High	49.36
All Time High Change	-8.37%
All Time High Date	2026-01-27
All Time Low	7.48
All Time Low Change	504.68%
All Time Low Date	2020-03-16
ATR	1.05
Beta	0.79
Ch YTD	-2.33
High	45.23
High52	49.36
High52 Date	2026-01-27
High52ch	-8.37%
Low	44.92
Low52	30.36
Low52 Date	2025-06-20
Low52ch	48.98%
Ma50ch	11.64%
Premarket Change Percent	1.71
Premarket Price	$45.17
Premarket Volume	9,071
Price vs 200-day SMA	9.55%
RSI	65.37
RSI Monthly	63.79
RSI Weekly	58.92
Sharpe ratio	1.48x
Sortino ratio	2.53
Total Return	3.53%
Tr YTD	-1.07
Tr1m	15.78%
Tr1w	3.53%
Tr3m	4.33%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	2
Analyst Ratings	Buy
Earnings EPS Estimate	$0.83
Earnings EPS Estimate Growth	62.75
Earnings Revenue Estimate	11,014,127,000x
Earnings Revenue Estimate Growth	-12.29x
Operating Income	$15.3B
Operating margin	29.87
Price target	$60.3
Price Target Change	$33.32

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	3,024,027,433%
Float Percent	97.44%
Shares Insiders	0.45%
Shares Institutions	49.25%
Shares Out	3,103,435,259
Shares Qo Q	-0.4%
Shares Yo Y	-2.32%
Short Float	0.16%
Short Ratio	1.76
Short Shares	0.16

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	2,499,749.2x
Bv Per Share	29.72
Ch10y	189.9
Ch1m	14.3
Ch1w	3.53
Ch1y	46.47
Ch3m	3.01
Ch3y	129.4
Ch5y	186.3
Ch6m	18.06
Change	1.85%
Change From Open	0.13
Close	44.41
Days Gap	1.71
Dollar Volume	88,017,625.2
Earnings Date	2026-04-29
Earnings Time	bmo
EPS	$2.79
F Score	2
Fiscal Year End	December
Founded	1,862
Graham Number	45.49084
Graham Upside	0.58
Income Tax	$1.4B
Is Primary Listing	0
Is Spac	No
Last Earnings Date	2026-04-29
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-03-09
Lynch Fair Value	$18.3
Lynch Upside	-59.54
Ma150	41.75
Ma150ch	8.34%
Ma20	43.19
Ma20ch	4.71%
Next Earnings Date	2026-07-29
Open	45.17
Optionable	Yes
Payment Date	2026-04-23
Position In Range	100
Post Close	45.23
Postmarket Change Percent	-0.27
Postmarket Price	$45.11
Ppne	16,178,000,000
Pre Close	44.41
Price Date	2026-05-08
Ptbv Ratio	1.6
Relative Volume	0.78x
Revenue	51,311,000,000x
Tax By Revenue	2.75x
Tax Rate	13.37%
Tr6m	19.59%
Volume	1,946,001

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

UBS dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+1.2%

$0.55 annual per share

Payout ratio

+19.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

-1.9%

4 consecutive years of growth

Total shareholder yield

+3.5%

Next ex-dividend date: 2026-04-22

Performance

UBS stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns UBS?

Insider, institutional, and short-interest positioning.

Institutional ownership

+49.3%

Float: +97.4% of shares outstanding

Insider ownership

+0.5%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

UBS momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

65.4

Neutral momentum band

Price vs 200-day MA

+9.5%

50/200-day relationship not available

Beta (5Y)

0.79

Less volatile than the market

Sharpe ratio

1.48

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

UBS vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Réduire
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Réduire
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Réduire

Questions

About UBS

Hub-level FAQ points readers to the deeper analysis pages.

What is the current UBS stock rating?

UBS Group AG is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full UBS analysis?

The full report lives at /stocks/UBS/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for UBS?

The latest report frames UBS around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the UBS page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.