Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

UBS

UBS Group AG

Sep 12 • 04:00PM ET

40.73

-0.17 -0.42 %

Financial • Banks - Diversified • Switzerland • NYSE

Peers: JPM C GS MS BAC WFC BK STT NTRS CMA

| Held by: AVDE DFIV DFAI DFIC DFAX WCMI AVIV MFSI BINV IDVZ

Scroll to Statements

Index	-	P/E	21.56	EPS (ttm)	1.89	Insider Own	6.06%	Shs Outstand	3.17B	Perf Week	0.92%
Market Cap	129.08B	Forward P/E	13.37	EPS next Y	3.05	Insider Trans	0.00%	Shs Float	2.98B	Perf Month	2.72%
Enterprise Value	-	PEG	0.59	EPS next Q	0.47	Inst Own	44.58%	Short Float	0.25%	Perf Quarter	24.67%
Income	6.28B	P/S	1.58	EPS this Y	44.33%	Inst Trans	-5.53%	Short Ratio	3.70	Perf Half Y	30.48%
Sales	81.56B	P/B	1.45	EPS next Y	38.86%	ROA	0.39%	Short Interest	7.53M	Perf YTD	36.47%
Book/sh	28.17	P/C	-	EPS next 5Y	36.53%	ROE	7.27%	52W High	40.92 -0.48%	Perf Year	44.52%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	-9.45% 6.24%	ROIC	1.43%	52W Low	25.34 60.72%	Perf 3Y	170.49%
Dividend Est.	0.99 (2.44%)	EV/EBITDA	-	Sales past 3/5Y	35.98% 21.66%	Gross Margin	-	Volatility	0.98% 1.07%	Perf 5Y	258.85%
Dividend TTM	0.45 (1.11%)	EV/Sales	-	EPS Y/Y TTM	773.17%	Oper. Margin	8.13%	ATR (14)	0.60	Perf 10Y	126.52%
Dividend Ex-Date	Apr 16, 2025	Quick Ratio	-	Sales Y/Y TTM	-6.61%	Profit Margin	7.70%	RSI (14)	61.38	Recom	2.35
Dividend Gr. 3/5Y	18.10% 4.01%	Current Ratio	3.24	EPS Q/Q	114.07%	SMA20	1.41%	Beta	1.19	Target Price	40.13
Payout	52.54%	Debt/Eq	4.49	Sales Q/Q	-10.47%	SMA50	6.11%	Rel Volume	0.63	Prev Close	40.90
Employees	108648	LT Debt/Eq	3.91	Earnings	Jul 30 BMO	SMA200	22.02%	Avg Volume	2.03M	Price	40.73
IPO	Sep 30, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.58% 0.10%	Trades		Volume	1,272,410	Change	-0.42%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-22-25	Upgrade	BofA Securities	Underperform → Neutral
Jun-18-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight
Jun-03-25	Upgrade	Jefferies	Hold → Buy
Mar-27-25	Downgrade	BofA Securities	Neutral → Underperform
Feb-20-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Feb-10-25	Upgrade	Deutsche Bank	Hold → Buy
Jan-10-25	Upgrade	Kepler	Hold → Buy
Sep-19-24	Resumed	BofA Securities	Neutral
Apr-23-24	Downgrade	Citigroup	Buy → Neutral
Apr-22-24	Downgrade	Exane BNP Paribas	Outperform → Neutral
Mar-08-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight
Feb-07-24	Upgrade	Societe Generale	Hold → Buy
Dec-05-23	Downgrade	BofA Securities	Buy → Neutral
Oct-16-23	Upgrade	RBC Capital Mkts	Sector Perform → Outperform
Oct-06-23	Upgrade	Exane BNP Paribas	Neutral → Outperform
Jun-27-23	Resumed	Morgan Stanley	Equal-Weight
Mar-29-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform
Mar-24-23	Downgrade	Jefferies	Buy → Hold
Mar-20-23	Upgrade	BofA Securities	Neutral → Buy
Mar-20-23	Downgrade	Societe Generale	Buy → Hold	$18.86

Show Previous Ratings

Sep-12-25 04:14PM	UBS Loses More Financial Advisors, This Time to Morgan Stanley (Barrons.com)
Sep-11-25 10:23AM	HSBC Shares Reach 52-Week High: Is There Further Upside Potential? (Zacks)
Sep-05-25 04:30PM	UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes (Business Wire)
04:07PM	Citi, UBS, U.S. Bank, Others Settle With CFTC for $8.3 Million (Barrons.com)
03:22PM	Week's Best: Insurance Costs, Like Sea Levels, Are Rising (Barrons.com)
04:29AM	Loading…
Sep-04-25 04:29AM	Zacks Industry Outlook Highlights HSBC, UBS Group and Barclays PLC (Zacks)
Sep-03-25 12:38PM	IREN Shares Jump 26% Despite Q4 Earnings Miss, Revenues Surge Q/Q (Zacks)
10:43AM	3 Stocks to Consider From the Thriving Foreign Banks Industry (Zacks)
Sep-02-25 02:03PM	Here's What Makes UBS Stock a Solid Investment Option Now (Zacks)
Aug-31-25 02:09AM	UBS Posts Solid Profit While Credit Suisse Integration Faces Regulatory Hurdles (Insider Monkey)
Aug-29-25 04:18PM	Trump's 39% Tariff Just Crushed Switzerland's 2026 Growth Outlook--UBS Rings the Alarm (GuruFocus.com)
11:30AM	Why Is UBS (UBS) Up 8.8% Since Last Earnings Report? (Zacks)
07:40AM	Nvidia Stock Slips. Why Wall Street's Excuses Can't Lift the Shares. (Barrons.com)
05:37AM	Nvidia Stock Slips. Wall Street Loved Its Earnings But This Big Concern Remains. (Barrons.com)
12:20AM	Deutsche Bank Sees Stronger Growth, Lifts UBS Group (UBS) Price Target (Insider Monkey)
02:41PM	Loading…
Aug-28-25 02:41PM	Analyst Report: UBS Group AG (Morningstar Research)
10:03AM	UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List (Business Wire)
Aug-26-25 08:00AM	Six UBS Advisors in the Southeast Region Named to the Forbes Americas Top Next-Gen Wealth Advisors List (Business Wire)
Aug-25-25 08:16AM	JPMorgan Agrees to Pay $330M to Resolve 1MDB AML Allegations (Zacks)
Aug-21-25 09:00AM	UBS Invests in Domino Data Lab, Deepening Strategic Partnership to Drive Next Wave of Enterprise AI Innovation (PR Newswire)
Aug-19-25 04:00PM	UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB (Business Wire)
Aug-18-25 05:14PM	At UBS, Melinda Hightower Led a Group Focused on Minority Investors. Now She's Branched Out on Her Own. (Barrons.com)
01:09PM	UBS Advisors With $1.2 Billion in Client Assets Jump to Sanctuary Wealth (Barrons.com)
10:55AM	UBS Group to Miss Workforce Reduction Goal Post CS Takeover (Zacks)
09:03AM	UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey (Business Wire)
Aug-15-25 04:49PM	EUR, US curve steepening to persist on inflation, pre-emptive Fed easing bets (Investing.com)
12:02PM	UnitedHealth is a bellwether name and investors just needed confirmation to buy, says UBS' AJ Rice (CNBC TV)
Aug-12-25 11:28AM	ICICI Bank Faces Roughly $1M Penalty Over Regulatory Non-Compliance (Zacks)
Aug-11-25 01:35PM	UBS Group Touches 52-Week High: Should You Buy the Stock Now? (Zacks)
11:33AM	UBS Announces New Office in Downtown Napa at Napa Square, 1455 First Street (Business Wire)
01:11PM	Loading…
Aug-08-25 01:11PM	Week's Best: Gold Poised for More Gains (Barrons.com)
Aug-07-25 02:17PM	Is Gen Z really drinking less alcohol - or just being choosier about when they indulge? 'I love a good mojito.' (MarketWatch)
Aug-06-25 10:00AM	UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region (Business Wire)
Aug-05-25 05:00PM	UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes (Business Wire)
03:52PM	Treasury Yields Mixed as U.S. Services PMI Disappoints (The Wall Street Journal)
11:30AM	UBS to Hire Hundreds of Next Gen Advisors. Inside Its New Approach to Advisor Training. (Barrons.com)
11:21AM	UBS to Pay $300M to Settle Credit Suisse Mortgage Securities Lawsuit (Zacks)
09:17AM	Treasury Yields Rise as U.S. Trade Deficit Narrows (The Wall Street Journal)
06:32AM	UBS Buys 10-Year U.S. Treasurys Versus German Bunds, Expects Narrower Spread (The Wall Street Journal)
02:00AM	UBS AG UK Regulatory Announcement: UBS AG published its 2Q25 financial report (Business Wire)
12:45AM	UBS AG published its 2Q25 financial report (Business Wire)
Aug-04-25 04:11PM	Why AI Stock Broadcom Was Rising on Monday (Motley Fool)
02:48AM	UBS to Pay $300 Million to Settle Credit Suisse Obligations Under DOJ Deal (The Wall Street Journal)
Aug-01-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jul-31-25 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
03:46AM	Analyst Report: UBS Group AG (Morningstar Research)
Jul-30-25 01:23PM	UBS Advisors' Asset-Gathering Falters as Wealth Unit Loses Advisors (Barrons.com)
11:30AM	UBS Group Q2 Earnings & Revenues Rise Y/Y, Expenses Decline (Zacks)
07:05AM	UBS (UBS) Beats Q2 Earnings and Revenue Estimates (Zacks)
06:40AM	UBS Posts Better-Than-Expected Profit as Volatility Boosts Trading Revenue (The Wall Street Journal)
06:26AM	Global Earnings in Focus Wednesday: HSBC, Porsche, Hermès, Adidas (The Wall Street Journal)
02:03AM	UBS says savings from Credit Suisse deal reach $9.1 billion as profit tops forecast (MarketWatch)
02:00AM	UBS AG UK Regulatory Announcement: UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules) (Business Wire)
01:11AM	UBS Net Profit Beats Expectations (The Wall Street Journal)
12:45AM	UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules) (Business Wire)
Jul-29-25 08:57AM	KKR & Co.'s Q2 Earnings Coming Up: What's in the Cards? (Zacks)
Jul-28-25 12:10PM	Will UBS (UBS) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-25-25 03:51PM	Merrill Lynch Recruits Multiple Advisors Managing $1.6 Billion in Assets (Barrons.com)
Jul-23-25 07:36PM	Analyst Report: UBS Group AG (Morningstar Research)
05:36PM	Why RTX Stock Popped Today (Motley Fool)
04:25PM	Wealthy Clients Often Switch Firms After Inheriting Money. How Firms Can Stop Them. (Barrons.com)
10:00AM	UBS (UBS) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-22-25 10:08AM	J. Mills-Pierre III Joins UBS as Financial Advisor in New York City (Business Wire)
Jul-20-25 03:08AM	The Smartest High-Yield Midstream Stocks to Buy With $2,000 Right Now (Motley Fool)
Jul-18-25 03:36PM	Rockefeller Recruits Team With $2.85 Billion From UBS (Barrons.com)
09:00AM	Christopher Brolly joins UBS as Financial Advisor in Boston (Business Wire)
08:00AM	UBS hires industry veteran Kathleen Ferraro as Market Director for Greenwich and Stamford, Connecticut (Business Wire)
Jul-15-25 11:13AM	UBS' Erika Najarian on Wells Fargo's drop: 'Not really surprised' by the stock's reaction (CNBC TV)
10:47AM	Intel Cuts Thousands of Jobs. It Faces These Big Questions. (Barrons.com)
Jul-14-25 10:03AM	Intel Stock Falls as It Cuts Thousands of Jobs. It Faces These Big Questions. (Barrons.com)
08:00AM	UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region (Business Wire)
Jul-12-25 07:30AM	U.S. Credit Outlook:10 key themes to position for Q3 (Investing.com)
05:30AM	Is AI undermining labor market intelligence? (Investing.com)
Jul-11-25 11:16AM	RBC Recruits Another Billion-Dollar Team From UBS (Barrons.com)
Jul-09-25 10:23AM	UBS Group (UBS) Prepares to Redeem $1.5B of Senior Notes and $1.58B in Tier 1 Notes (Insider Monkey)
Jul-08-25 10:39AM	Robinhood Tokenized Stocks Face Scrutiny From Lithuania Central Bank (Zacks)
Jul-07-25 05:00PM	UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes (Business Wire)
Jul-04-25 05:41PM	Wall Street Fined in Asia's $3B Money-Laundering Bombshell (GuruFocus.com)
Jul-03-25 09:55AM	UBS (UBS)'s Technical Outlook is Bright After Key Golden Cross (Zacks)
Jul-02-25 12:27PM	UBS' Erika Najarian: Banks are in wait-and-see mode (CNBC TV)
07:33AM	Andersen: AI is just the game in town over the next couple of years (CNBC TV)
Jul-01-25 02:05PM	UBS hires Morgan Stanleys Taylor Henricks to head M&A in Americas (Investing.com)
02:30AM	'Dark Pools' Are Handling More Stock Trades. Wall Street Is Fighting Back. (Barrons.com)
Jun-30-25 08:01AM	China stocks rise, UBS buyback, Boeing upgrades: Trending Tickers (Yahoo Finance Video)
07:45AM	Stocks to Watch: Tesla, Wells Fargo, Goldman Sachs, NextEra (The Wall Street Journal)
07:45AM	Stocks to Watch: Goldman Sachs, NextEra, Juniper, Tesla (The Wall Street Journal)
Jun-29-25 12:53PM	UBS Group Retains Outperform Rating at RBC Despite TBTF Regulatory Concerns (Insider Monkey)
Jun-27-25 03:58PM	Morgan Stanley Recruits Advisor Team With $775 Million From Merrill Lynch (Barrons.com)
01:47PM	RBC Recruits 9-Member UBS Team That Managed $1.1 Billion (Barrons.com)
Jun-26-25 12:04PM	Financial Advisor Belin Robertson joins UBS in Pacific Desert Market (Business Wire)
11:43AM	Equinix Stock Leads S&P Decliners as Investors Digest Growth Targets (Investopedia)
09:00AM	UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices (Business Wire)
Jun-20-25 05:31PM	S&P 500 Gains and Losses Today: Kroger Stock Soars, Accenture Shares Drop (Investopedia)
12:28PM	Week's Best: Trump Accounts for Kids Have Strings Attached (Barrons.com)
05:09AM	Citi Retains a Neutral Rating on UBS Group (UBS) Amid Capital Considerations (Insider Monkey)
Jun-19-25 08:17AM	UK paytech firm Icon Solutions gets funding from UBS (Electronic Payments)
06:22AM	Wealth with aim: Purpose, Philanthropy, and Lasting Impact (Private Banker International)
04:46AM	UBS and Pictet data leak after Chain IQ cyber attack (Private Banker International)
03:02AM	Switzerlands New Capital Rules Will Be Feasible for UBS, Central Bank Says (The Wall Street Journal)
Jun-18-25 12:29PM	US Added Over 1,000 Millionaires a Day Last Year More Than Elsewhere, UBS Says (Investopedia)

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management, Personal and Corporate Banking, Asset Management, Investment Bank, Non-Core and Legacy, and Group Items. The Global Wealth Management segment involves the provision of advice and solutions and offers investment management, estate planning and corporate finance, banking products and services. The Personal and Corporate segment focuses on offering retirement, financing, investments and strategic transactions through its branch network and digital channels. The Asset Management segment consists of capabilities and styles, and advisory support. The Investment Bank segment includes research, advisory services, facilitating clients raising debt and equity from the public, private, and capital markets, cash and derivatives trading. The Non-Core and Legacy segment refers to assets and liabilities prior to the acquisition. The Group Items segment consists of Technology, Corporate Services, Human Resources, Finance, Legal, Risk Control, Compliance, Regulatory and Governance, Communications and Branding, Group Sustainability and Impact, Chief Strategy Office, and Group Treasury. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
UBS Group AG	10% Owner	Feb 21 '25	Sale	7.68	100	768	9,501	Feb 25 05:14 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

UBS

UBS Group AG

Upgrade your FINVIZ experience