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SWX/UBSG (SWX/UBSG)

SIX Swiss Exchange: SWX/UBSG · CHF

CHF 39.9

+0.06 (+0.1%)· Recorded snapshot

Market cap	122B
Revenue (ttm)	44.7B
Net income (ttm)	8.1B
EPS (ttm)	CHF 2.52
Shares out	3.1B
P/E (trailing)	15.8x
P/E (forward)	11.5x
Dividend	CHF 0.89 (2.23%)
Volume	1,520,327
Beta	0.84

Market data

Price

Recent price action with selectable time range.

Metric	Value
Amount currency	CHF
Country	Switzerland
Country code	CH
Earnings date	2026-10-28
Employees	99,085
Employees change	-7,704
Employees growth	-7.21%
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-10
Fiscal year end	December
Founded	1862
Industry	Banks - Diversified
Is primary listing	Yes
ISIN number	CH0244767585
Last earnings date	2026-10-28
Last refreshed	2026-11-03
Last stock split date	2008-04-28
Last stock split type	Forward
Market cap	CHF 122B
Next earnings date	2027-02-03
Price	CHF 39.85
Price currency	CHF
Sector	Financials
SIC code	6282
Stock price date	2026-11-03
Symbol	swx/UBSG
Website	https://www.ubs.com

Metric

Value

Amount currency

CHF

Country

Switzerland

Country code

Earnings date

2026-10-28

Employees

99,085

Employees change

-7,704

Employees growth

-7.21%

Exchange

SIX Swiss Exchange

Financial currency

USD

Financial report date

2026-09-30

First seen

2026-05-10

Fiscal year end

December

Founded

1862

Industry

Banks - Diversified

Is primary listing

Yes

ISIN number

CH0244767585

Last earnings date

2026-10-28

Last refreshed

2026-11-03

Last stock split date

2008-04-28

Last stock split type

Forward

Market cap

CHF 122B

Next earnings date

2027-02-03

Price

CHF 39.85

Price currency

CHF

Sector

Financials

SIC code

6282

Stock price date

2026-11-03

Symbol

swx/UBSG

Website

https://www.ubs.com

Metric	Value
Adjusted P/E ratio	14.09x
Average P/E ratio (10Y)	16.01x
Average P/E ratio (3Y)	18.11x
Average P/E ratio (5Y)	13.51x
Earnings yield	6.32%
FCF yield	7.9%
Forward P/E	11.47x
Graham number	37.12034
Graham upside	-6.71%
Lynch fair value	CHF 12.60
Lynch upside	-68.33%
P/B ratio	1.63x
P/E ratio	15.81x
P/FCF ratio	12.66x
P/OCF ratio	10.51x
P/S ratio	2.73x
PEG ratio	0.58x
Price / tangible book value	1.77x
Sector forward P/E	13.56x
Sector P/E	9.45x

Metric

Value

Adjusted P/E ratio

14.09x

Average P/E ratio (10Y)

16.01x

Average P/E ratio (3Y)

18.11x

Average P/E ratio (5Y)

13.51x

Earnings yield

6.32%

FCF yield

7.9%

Forward P/E

11.47x

Graham number

37.12034

Graham upside

-6.71%

Lynch fair value

CHF 12.60

Lynch upside

-68.33%

P/B ratio

1.63x

P/E ratio

15.81x

P/FCF ratio

12.66x

P/OCF ratio

10.51x

P/S ratio

2.73x

PEG ratio

0.58x

Price / tangible book value

1.77x

Sector forward P/E

13.56x

Sector P/E

9.45x

Metric	Value
Effective tax rate	23.2%
FCF margin	22.17%
Operating margin	33.19%
Pretax margin	23.77%
Profit margin	18.18%
Profit per employee	CHF 81,923
Profitable quarters	11
Profitable years	13
Revenue per employee	CHF 450,662
ROA	0.57%
ROA (5Y)	0.82%
ROE	10.67%
ROE (5Y)	15.68%
Tax / revenue	5.51%

Metric

Value

Effective tax rate

23.2%

FCF margin

22.17%

Operating margin

33.19%

Pretax margin

23.77%

Profit margin

18.18%

Profit per employee

CHF 81,923

Profitable quarters

Profitable years

Revenue per employee

CHF 450,662

ROA

0.57%

ROA (5Y)

0.82%

ROE

10.67%

ROE (5Y)

15.68%

Tax / revenue

5.51%

Metric	Value
EPS growth	36.52%
EPS growth (Q)	11.84%
EPS growth (QoQ)	-2.24%
EPS growth 10Y	12.35%
EPS growth 3Y	-30.41%
EPS growth 5Y	7.4%
EPS growth quarters	9
EPS growth years	1
FCF growth	-31.74%
FCF growth 3Y	-28.78%
Net income growth	32.58%
Net income growth (Q)	8.42%
Net income growth (QoQ)	-3.93%
Net income growth 3Y	-30.75%
Net income growth 5Y	4.67%
Net income growth quarters	6
Net income growth years	1
OCF growth	-27.07%
OCF growth 3Y	-25.5%
Revenue growth	11.05%
Revenue growth (Q)	5.68%
Revenue growth (QoQ)	-2.54%
Revenue growth 10Y	6.35%
Revenue growth 3Y	13.25%
Revenue growth 5Y	8.91%
Revenue growth years	0

Metric

Value

EPS growth

36.52%

EPS growth (Q)

11.84%

EPS growth (QoQ)

-2.24%

EPS growth 10Y

12.35%

EPS growth 3Y

-30.41%

EPS growth 5Y

7.4%

EPS growth quarters

EPS growth years

FCF growth

-31.74%

FCF growth 3Y

-28.78%

Net income growth

32.58%

Net income growth (Q)

8.42%

Net income growth (QoQ)

-3.93%

Net income growth 3Y

-30.75%

Net income growth 5Y

4.67%

Net income growth quarters

Net income growth years

OCF growth

-27.07%

OCF growth 3Y

-25.5%

Revenue growth

11.05%

Revenue growth (Q)

5.68%

Revenue growth (QoQ)

-2.54%

Revenue growth 10Y

6.35%

Revenue growth 3Y

13.25%

Revenue growth 5Y

8.91%

Revenue growth years

Metric	Value
Capital expenditures	CHF -2B
EPS	CHF 2.52
FCF per share	CHF 3.14
Financing cash flow	CHF -12.2B
Free cash flow	CHF 9.6B
Gross profit	CHF 44.7B
Income taxes	CHF 2.5B
Investing cash flow	CHF -8.1B
Net borrowing	CHF 637.2M
Net cash flow	CHF -13.4B
Net income	CHF 8.1B
Operating income	CHF 14.8B
Revenue	CHF 44.7B

Metric

Value

Capital expenditures

CHF -2B

EPS

CHF 2.52

FCF per share

CHF 3.14

Financing cash flow

CHF -12.2B

Free cash flow

CHF 9.6B

Gross profit

CHF 44.7B

Income taxes

CHF 2.5B

Investing cash flow

CHF -8.1B

Net borrowing

CHF 637.2M

Net cash flow

CHF -13.4B

Net income

CHF 8.1B

Operating income

CHF 14.8B

Revenue

CHF 44.7B

Metric	Value
Book value per share	CHF 24.30
Debt / equity	6.7
Debt / FCF	51.97
Net cash (debt)	CHF -19.9B
Net cash / market cap	-16.33%
Net debt / equity	0.27
Net debt / FCF	2.07
Piotroski F-Score	4
Shareholders' equity	CHF 74.6B
Tangible book value	CHF 68.7B
Tangible book value per share	CHF 22.43
Total cash	CHF 480.1B
Total debt	CHF 499.9B
WACC	1.74%

Metric

Value

Book value per share

CHF 24.30

Debt / equity

6.7

Debt / FCF

51.97

Net cash (debt)

CHF -19.9B

Net cash / market cap

-16.33%

Net debt / equity

0.27

Net debt / FCF

2.07

Piotroski F-Score

Shareholders' equity

CHF 74.6B

Tangible book value

CHF 68.7B

Tangible book value per share

CHF 22.43

Total cash

CHF 480.1B

Total debt

CHF 499.9B

WACC

1.74%

Metric	Value
Buyback yield / dilution	2.96%
Dividend growth	16.44%
Dividend growth (10Y)	-2.47%
Dividend growth (3Y)	19.89%
Dividend growth (5Y)	4.89%
Dividend growth years	4
Dividend payment date	2026-04-23
Dividend payment years	15
Dividend payout frequency	Annual
Dividend per share	CHF 0.89
Dividend yield	2.23%
Ex-dividend date	2026-04-21
FCF payout ratio	27.12%
Last dividend	CHF 0.86
Payout ratio	33.99%
Shareholder yield	5.19%

Metric

Value

Buyback yield / dilution

2.96%

Dividend growth

16.44%

Dividend growth (10Y)

-2.47%

Dividend growth (3Y)

19.89%

Dividend growth (5Y)

4.89%

Dividend growth years

Dividend payment date

2026-04-23

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

CHF 0.89

Dividend yield

2.23%

Ex-dividend date

2026-04-21

FCF payout ratio

27.12%

Last dividend

CHF 0.86

Payout ratio

33.99%

Shareholder yield

5.19%

Metric	Value
10Y price change	195.24%
10Y return CAGR	15.41%
10Y total return	319.03%
150-day SMA	CHF 39.57
15Y price change	267.35%
15Y return CAGR	12.58%
15Y total return	491.75%
1D price change	0.15%
1M price change	0.46%
1M total return	0.46%
1W price change	2.24%
1W total return	2.24%
1Y price change	29.22%
1Y return CAGR	32.58%
1Y total return	32.55%
20-day SMA	CHF 39.28
200-day SMA	CHF 37.79
20Y price change	-43.73%
20Y return CAGR	-0%
20Y total return	-0.06%
3M price change	-6.67%
3M total return	-6.67%
3Y price change	80.99%
3Y return CAGR	25.28%
3Y total return	96.66%
50-day SMA	CHF 41.11
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 45.04
52-week high date	2026-09-08
52-week low	CHF 28.25
52-week low date	2026-03-23
5Y price change	134.07%
5Y return CAGR	21.83%
5Y total return	168.36%
6M price change	15.1%
6M total return	15.1%
All-time high	CHF 77.05
All-time high date	2007-02-09
All-time low	CHF 7.00
All-time low date	2020-03-16
Average true range (ATR)	CHF 0.87
Average volume	4.6M
Beta (1Y)	1.04
Beta (2Y)	1.1
Beta (5Y)	0.84
Change from 52-week high	-11.52%
Change from 52-week low	41.06%
Change from all-time high	-48.46%
Change from all-time low	467.12%
Change from open	0.91%
Day's gap	-0.75%
Dollar volume	CHF 60.6M
High price	CHF 40.13
Low price	CHF 39.38
Monthly RSI	61.03
Open price	CHF 39.49
Position in 52-week range	62.67%
Previous close	CHF 39.79
Price vs 150-day SMA	0.34%
Price vs 20-day SMA	1.1%
Price vs 200-day SMA	5.09%
Price vs 50-day SMA	-3.41%
Relative volume	0.33
RSI	49.71
Sharpe ratio	1.13
Sharpe ratio (3Y)	0.87
Sharpe ratio (5Y)	0.71
Sortino ratio	1.97
Sortino ratio (3Y)	1.45
Sortino ratio (5Y)	1.2
Volume	1.5M
Weekly RSI	50.3
YTD price change	7.44%
YTD total return	10.21%

Metric

Value

10Y price change

195.24%

10Y return CAGR

15.41%

10Y total return

319.03%

150-day SMA

CHF 39.57

15Y price change

267.35%

15Y return CAGR

12.58%

15Y total return

491.75%

1D price change

0.15%

1M price change

0.46%

1M total return

0.46%

1W price change

2.24%

1W total return

2.24%

1Y price change

29.22%

1Y return CAGR

32.58%

1Y total return

32.55%

20-day SMA

CHF 39.28

200-day SMA

CHF 37.79

20Y price change

-43.73%

20Y return CAGR

-0%

20Y total return

-0.06%

3M price change

-6.67%

3M total return

-6.67%

3Y price change

80.99%

3Y return CAGR

25.28%

3Y total return

96.66%

50-day SMA

CHF 41.11

50-day SMA vs 200-day SMA

50over200

52-week high

CHF 45.04

52-week high date

2026-09-08

52-week low

CHF 28.25

52-week low date

2026-03-23

5Y price change

134.07%

5Y return CAGR

21.83%

5Y total return

168.36%

6M price change

15.1%

6M total return

15.1%

All-time high

CHF 77.05

All-time high date

2007-02-09

All-time low

CHF 7.00

All-time low date

2020-03-16

Average true range (ATR)

CHF 0.87

Average volume

4.6M

Beta (1Y)

1.04

Beta (2Y)

1.1

Beta (5Y)

0.84

Change from 52-week high

-11.52%

Change from 52-week low

41.06%

Change from all-time high

-48.46%

Change from all-time low

467.12%

Change from open

0.91%

Day's gap

-0.75%

Dollar volume

CHF 60.6M

High price

CHF 40.13

Low price

CHF 39.38

Monthly RSI

61.03

Open price

CHF 39.49

Position in 52-week range

62.67%

Previous close

CHF 39.79

Price vs 150-day SMA

0.34%

Price vs 20-day SMA

1.1%

Price vs 200-day SMA

5.09%

Price vs 50-day SMA

-3.41%

Relative volume

0.33

RSI

49.71

Sharpe ratio

1.13

Sharpe ratio (3Y)

0.87

Sharpe ratio (5Y)

0.71

Sortino ratio

1.97

Sortino ratio (3Y)

1.45

Sortino ratio (5Y)

1.2

Volume

1.5M

Weekly RSI

50.3

YTD price change

7.44%

YTD total return

10.21%

Metric	Value
Float	3B
Shares change (QoQ)	-1.19%
Shares change (YoY)	-2.96%
Shares held by insiders	0.45%
Shares held by institutions	49.69%
Shares outstanding	3.1B

Metric

Value

Float

Shares change (QoQ)

-1.19%

Shares change (YoY)

-2.96%

Shares held by insiders

0.45%

Shares held by institutions

49.69%

Shares outstanding

3.1B

SWX/UBSG (SWX/UBSG)

Price

Financial snapshot

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Valuation

Profitability

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All SWX/UBSG indicators

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Performance and technicals

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Frequently asked questions