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UBS

UBS Group AG

Jul 01 • 11:58AM ET

33.60

Dollar change -0.22
Percentage change -0.64	%

Financial • Banks - Diversified • Switzerland • NYSE

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

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

Scroll to Statements

Index	-	P/E	22.36	EPS (ttm)	1.50	Insider Own	7.53%	Shs Outstand	3.19B	Perf Week	4.85%
Market Cap	107.13B	Forward P/E	11.51	EPS next Y	2.92	Insider Trans	0.00%	Shs Float	2.95B	Perf Month	5.38%
Enterprise Value	-	PEG	0.64	EPS next Q	0.61	Inst Own	47.17%	Short Float	0.24%	Perf Quarter	11.45%
Income	5.02B	P/S	1.28	EPS this Y	35.86%	Inst Trans	0.62%	Short Ratio	2.16	Perf Half Y	11.42%
Sales	83.85B	P/B	1.23	EPS next Y	41.39%	ROA	0.32%	Short Interest	6.93M	Perf YTD	12.59%
Book/sh	27.35	P/C	-	EPS next 5Y	34.85%	ROE	5.83%	52W High	35.28 -4.75%	Perf Year	15.88%
Cash/sh	-	P/FCF	255.82	EPS past 3/5Y	-9.45% 6.24%	ROIC	1.21%	52W Low	25.34 32.60%	Perf 3Y	108.31%
Dividend Est.	0.99 (2.94%)	EV/EBITDA	-	Sales past 3/5Y	35.98% 21.66%	Gross Margin	-	Volatility	1.13% 1.39%	Perf 5Y	232.00%
Dividend TTM	0.45 (1.34%)	EV/Sales	-	EPS Y/Y TTM	-82.95%	Oper. Margin	7.32%	ATR (14)	0.64	Perf 10Y	74.34%
Dividend Ex-Date	Apr 16, 2025	Quick Ratio	-	Sales Y/Y TTM	3.00%	Profit Margin	5.99%	RSI (14)	60.75	Recom	2.53
Dividend Gr. 3/5Y	18.10% 4.01%	Current Ratio	3.36	EPS Q/Q	-2.68%	SMA20	3.50%	Beta	1.16	Target Price	35.65
Payout	52.54%	Debt/Eq	4.28	Sales Q/Q	-13.27%	SMA50	5.95%	Rel Volume	0.48	Prev Close	33.82
Employees	108648	LT Debt/Eq	3.76	Earnings	Apr 30 BMO	SMA200	6.68%	Avg Volume	3.20M	Price	33.60
IPO	Sep 30, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	-3.88% 2.44%	Trades		Volume	634,421	Change	-0.64%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-09-22	Downgrade	Credit Suisse	Outperform → Neutral

Show Previous Ratings

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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
UBS Group AG	10% Owner	Aug 27 '24	Buy	0.55	3,715	2,052	146,012	Aug 29 04:30 PM
UBS Group AG	10% Owner	Jul 08 '24	Buy	4.53	105	476	25,379	Jul 10 02:24 PM
UBS Group AG	10% Owner	Jul 05 '24	Buy	4.40	3	13	26,133	Jul 10 02:24 PM
UBS Group AG	10% Owner	Jul 05 '24	Sale	4.42	859	3,798	25,274	Jul 10 02:24 PM
UBS Group AG	10% Owner	Jul 08 '24	Sale	4.12	406	1,673	24,973	Jul 10 02:24 PM

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UBS

UBS Group AG

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