Index -
P/E 37.51
EPS (ttm) 0.85
Insider Own 7.47%
Shs Outstand 3.19B
Perf Week -2.20%
Market Cap 102.01B
Forward P/E 14.83
EPS next Y 2.16
Insider Trans 0.00%
Shs Float 2.95B
Perf Month -0.12%
Income 2.93B
PEG 0.78
EPS next Q 0.31
Inst Own 47.76%
Short Float 0.32%
Perf Quarter 8.21%
Sales 87.71B
P/S 1.16
EPS this Y 404.89%
Inst Trans -2.39%
Short Ratio 7.18
Perf Half Y 5.26%
Book/sh 27.32
P/B 1.17
EPS next Y 23.70%
ROA 0.18%
Short Interest 9.51M
Perf Year 13.64%
Cash/sh -
P/C -
EPS next 5Y 47.88%
ROE 3.41%
52W Range 26.00 - 33.34
Perf YTD 4.99%
Dividend Est. 0.81 (2.54%)
P/FCF 1.93
EPS past 5Y 48.81%
ROI 0.69%
52W High -3.96%
Beta 1.15
Dividend TTM 0.35 (1.09%)
Quick Ratio -
Sales past 5Y 22.23%
Gross Margin -
52W Low 23.13%
ATR (14) 0.51
Dividend Ex-Date May 01, 2024
Current Ratio 3.60
EPS Y/Y TTM -90.84%
Oper. Margin 5.15%
RSI (14) 49.58
Volatility 1.22% 1.00%
Employees 112842
Debt/Eq 4.47
Sales Y/Y TTM 46.58%
Profit Margin 3.34%
Recom 2.68
Target Price 33.36
Option/Short Yes / Yes
LT Debt/Eq 3.89
EPS Q/Q 275.23%
Payout 8.03%
Rel Volume 0.74
Prev Close 32.18
Sales Surprise 3.91%
EPS Surprise 27.07%
Sales Q/Q 1.76%
Earnings Oct 30 BMO
Avg Volume 1.32M
Price 32.02
SMA20 -0.03%
SMA50 0.13%
SMA200 5.26%
Trades
Volume 979,700
Change -0.50%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jul-26-22 Downgrade
BofA Securities
Buy → Neutral
Jul-18-22 Downgrade
Barclays
Equal Weight → Underweight
Jun-21-22 Downgrade
Exane BNP Paribas
Outperform → Neutral
Mar-31-22 Initiated
Goldman
Buy
Feb-15-22 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
Jan-24-22 Upgrade
Barclays
Underweight → Equal Weight
Show Previous Ratings
Dec-12-24 04:24PM
03:04PM
12:40PM
07:15AM
Dec-11-24 02:58PM
09:00AM
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09:00AM
07:49AM
06:46AM
05:42AM
05:31AM
(Private Banker International)
Dec-10-24 04:30PM
02:34PM
01:44PM
11:03AM
(The Wall Street Journal)
Dec-09-24 02:47PM
12:34AM
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12:34AM
Dec-06-24 11:54AM
11:29AM
08:30AM
Dec-04-24 08:14PM
(The Wall Street Journal)
Dec-03-24 12:50PM
Nov-29-24 11:32AM
Nov-27-24 11:05PM
(The Wall Street Journal)
01:16PM
Nov-26-24 08:43AM
Nov-25-24 09:00PM
(The Wall Street Journal)
03:54PM
01:43PM
01:36PM
11:44AM
09:21AM
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09:21AM
08:36AM
07:58AM
Nov-22-24 11:15AM
(The Wall Street Journal)
10:03AM
(The Wall Street Journal)
Nov-21-24 05:31PM
(The Wall Street Journal)
04:30PM
10:19AM
(The Wall Street Journal)
10:00AM
07:03AM
(The Wall Street Journal)
06:58AM
Nov-20-24 05:05PM
Nov-19-24 03:21AM
(Private Banker International)
Nov-18-24 10:54AM
Nov-13-24 09:40AM
09:00AM
08:31AM
Nov-12-24 04:54PM
Nov-08-24 03:28PM
11:06AM
04:46AM
02:00AM
12:45AM
Nov-07-24 01:35PM
10:57AM
10:55AM
10:53AM
10:51AM
10:49AM
10:46AM
10:42AM
10:39AM
10:36AM
10:32AM
10:30AM
10:28AM
10:26AM
10:24AM
10:21AM
10:19AM
10:17AM
09:44AM
09:41AM
09:39AM
09:36AM
09:34AM
09:33AM
09:31AM
09:28AM
09:25AM
02:53AM
Nov-06-24 04:30PM
09:14AM
(The Wall Street Journal)
Nov-05-24 11:38AM
06:42AM
(Private Banker International)
Nov-04-24 07:42AM
03:27AM
Nov-01-24 10:24AM
03:59AM
(Thomson Reuters StreetEvents)
03:11AM
Oct-31-24 05:50PM
(The Wall Street Journal)
03:47PM
(The Wall Street Journal)
12:46PM
05:51AM
(The Wall Street Journal)
03:02AM
Oct-30-24 02:42PM
02:32PM
11:00AM
(The Wall Street Journal)
08:20AM
(The Wall Street Journal)
07:53AM
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 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 UBS Group AG 10% Owner Apr 25 '24 Buy 6.07 1,005 6,105 35,077 May 03 12:04 PM UBS Group AG 10% Owner Apr 25 '24 Sale 5.43 30,056 163,307 5,025 May 03 12:04 PM UBS Group AG 10% Owner Apr 24 '24 Sale 6.30 106 668 34,076 May 03 12:04 PM
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