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UBS

UBS Group AG

Jul 03 • 04:00PM ET

34.88

Dollar change +0.11
Percentage change 0.32	%

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	23.20	EPS (ttm)	1.50	Insider Own	7.53%	Shs Outstand	3.19B	Perf Week	5.47%
Market Cap	111.19B	Forward P/E	11.88	EPS next Y	2.93	Insider Trans	0.00%	Shs Float	2.95B	Perf Month	4.28%
Enterprise Value	-	PEG	0.66	EPS next Q	0.62	Inst Own	47.15%	Short Float	0.24%	Perf Quarter	16.37%
Income	5.02B	P/S	1.33	EPS this Y	36.70%	Inst Trans	0.62%	Short Ratio	2.16	Perf Half Y	15.80%
Sales	83.85B	P/B	1.28	EPS next Y	41.25%	ROA	0.32%	Short Interest	6.93M	Perf YTD	16.87%
Book/sh	27.35	P/C	-	EPS next 5Y	35.08%	ROE	5.83%	52W High	35.28 -1.13%	Perf Year	18.35%
Cash/sh	-	P/FCF	265.53	EPS past 3/5Y	-9.45% 6.24%	ROIC	1.21%	52W Low	25.34 37.63%	Perf 3Y	119.74%
Dividend Est.	0.99 (2.83%)	EV/EBITDA	-	Sales past 3/5Y	35.98% 21.66%	Gross Margin	-	Volatility	1.04% 1.34%	Perf 5Y	236.62%
Dividend TTM	0.45 (1.29%)	EV/Sales	-	EPS Y/Y TTM	-82.95%	Oper. Margin	7.32%	ATR (14)	0.65	Perf 10Y	81.87%
Dividend Ex-Date	Apr 16, 2025	Quick Ratio	-	Sales Y/Y TTM	3.00%	Profit Margin	5.99%	RSI (14)	68.18	Recom	2.53
Dividend Gr. 3/5Y	18.10% 4.01%	Current Ratio	3.36	EPS Q/Q	-2.68%	SMA20	6.84%	Beta	1.17	Target Price	35.88
Payout	52.54%	Debt/Eq	4.28	Sales Q/Q	-13.27%	SMA50	9.03%	Rel Volume	0.68	Prev Close	34.77
Employees	108648	LT Debt/Eq	3.76	Earnings	Apr 30 BMO	SMA200	10.52%	Avg Volume	3.21M	Price	34.88
IPO	Sep 30, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	-3.88% 2.44%	Trades		Volume	2,181,041	Change	0.32%

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

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	Loading…
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)
05:31PM	Loading…
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)
11:50AM	Top Stock Movers Now: Jabil, Oracle, Zoetis, and More (Investopedia)
11:21AM	HSBC Gains 18.3% So Far This Year: How to Play the Stock? (Zacks)
10:57AM	UBS Among Companies Hit by Data Leak After Cyberattack on Procurement Firm (The Wall Street Journal)
07:04AM	UBS shares downgraded by Morgan Stanley on capital concerns (MarketWatch)
05:14AM	UBS, Pictet report data leak after cyber attack on provider, client data unaffected (Reuters)
05:14AM	UBS reports data leak after cyber attack on provider, client data unaffected (Reuters)
05:14AM	UBS and Pictet report data leak after cyber attack on provider, client data unaffected (Reuters)
05:00AM	Loading…
05:00AM	The Ranks of 'Everyday Millionaires' Are Growing. Guess Which Country Leads the Way. (Barrons.com)
Jun-17-25 08:00AM	UBS and Morgan Stanley Trade Advisors as Veterans Switch Sides (Barrons.com)
Jun-16-25 05:41PM	UBS Analysts Believe In Starbucks' CEO And Its Turnaround Plan (Investopedia)
12:50PM	Carlyle Announces Partnership With Citigroup on Asset-Backed Lending (Zacks)
12:30PM	First Horizon's Credit Ratings Outlook Upgraded to Positive by Moody's (Zacks)
12:07PM	US Bancorp Partners With Fiserv to Expand Digital Agent Card Issuance (Zacks)
10:08AM	Politics-Based Investing and Overseas Markets: Community Conversations (Barrons.com)
Jun-13-25 06:38PM	Why Oklo Stock Slumped Today (Motley Fool)
04:16PM	Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management (Barrons.com)
11:55AM	Bill Frisco Joins UBS as a Financial Advisor in Houston (Business Wire)
Jun-12-25 03:03PM	Mellany Bagtas joins UBS as a Financial Advisor in New York City (Business Wire)
01:16PM	Oracle's 'Stunning' Targets Have Wall Street Analysts Growing More Bullish (Investopedia)
07:06AM	The Other AI Chipmaker: Why Marvell's Dip Is a Buy (MarketBeat)
Jun-11-25 09:40AM	Here's Why UBS (UBS) is a Strong Value Stock (Zacks)
08:51AM	UBS finance chief voices disappointment over Swiss capital rules (Reuters)
Jun-10-25 03:38PM	These Analysts Have a New Stock Acronym for You. It's 'COW' (Investopedia)
10:21AM	Apple's WWDC Was a 'Yawner,' Wedbush Says, But Analysts Are Still Bullish (Investopedia)
08:16AM	UBS stock tumbles on capital concerns (Investing.com)
04:40AM	UBS shares slide after bank is hit with $26 billion capital requirement (MarketWatch)
04:38AM	Stock Market Today: S&P 500 consolidates at 3-month high, Dow and Nasdaq eye steady open, as investors await U.S./China trade talks update; Apple stock in focus after WWDC. (MarketWatch)
04:05AM	UBS shares slide 7% after analysts say Swiss capital rules put buybacks at risk (Reuters)
Jun-09-25 06:32PM	Why ABM Industries Topped the Market Today (Motley Fool)
12:04PM	Huntington's Arm to Divest Corporate Trust Business, Shares Up 3.05% (Zacks)
11:33AM	Online Trading Platform eToro Stock Hits Record High as Analysts Begin Coverage (Investopedia)
11:11AM	Citi Is the Latest Bank to Get More Bullish on the S&P 500 (Investopedia)
09:31AM	S&P Global Upgrades WFC Outlook to Positive on Asset Cap Removal (Zacks)
08:19AM	Swiss proposal mandates UBS to boost capital by $26bn (Private Banker International)
07:59AM	UBS Capital Requirements Rise Following Switzerland's Proposal (Zacks)
07:16AM	Beyond inheritance: UBS on preparing families, not just fortunes (Retail Banker International)
Jun-07-25 10:05AM	UBS faces $26B in capital requirements from Swiss bank reforms, Bloomberg says (TipRanks)
Jun-06-25 05:06PM	S&P 500 Gains and Losses Today: Lululemon Stock Falls as Forecasts Reflect Consumer Caution (Investopedia)
04:26PM	Stocks to Watch Recap: Lululemon, DocuSign, Microsoft, Broadcom (The Wall Street Journal)
02:26PM	UBS Hit With $26B Shock: Swiss Regulators Just Changed the Game (GuruFocus.com)
01:18PM	Analysis-Shaken by crises, Switzerland fetters UBS's global dream (Reuters)
12:34PM	UBS statement on regulatory proposals made by the Swiss government (Business Wire)
12:34PM	UBS AG UK Regulatory Announcement: UBS statement on regulatory proposals made by the Swiss government (Business Wire)
11:15AM	Stocks to Watch Friday: Lululemon, DocuSign, Microsoft, Broadcom (The Wall Street Journal)
10:24AM	Switzerland Puts Tough Banking Curbs on UBS to Prevent Another Credit Suisse (The Wall Street Journal)
09:10AM	Switzerland hits UBS with $26 billion added capital requirement; shares rise (Reuters)
09:09AM	UBS buybacks may be hit by new capital rules: Swiss government (Reuters)
08:52AM	Lululemon Stock Slumps 20% as Q2, Full-Year Profit Forecasts Disappoint (Investopedia)
Jun-05-25 04:43PM	UBS hires tech bankers Larsen, Michlovich from BofA in New York (Reuters)
04:32PM	Advisor Wins $1 Million Wrongful Termination Award Against UBS (Barrons.com)
04:31PM	MongoDB Stock Rallies as Analysts Raise Price Targets on Strong Quarterly Results (Investopedia)
04:08PM	There's a New Top Bull on Five Below Stock. Here's Why UBS Lifted Its Target Price (Investopedia)
12:36PM	Franklin Resources to Expand Alternatives Platform With Apera Acquisition (Zacks)
Jun-04-25 04:30PM	UBS declares coupon payments on 8 ETRACS Exchange Traded Notes (Business Wire)
02:30PM	Stocks Get Another Upgrade on Wall Street as Tariff Fears Fade (Investopedia)
11:48AM	CrowdStrike Stock Is Sinking, But Analysts Are Staying Bullish (Investopedia)
11:12AM	COF to Face Lawsuit Over Alleged Theft of Influencer Commissions (Zacks)
Jun-03-25 09:16PM	Analyst Report: UBS Group AG (Morningstar Research)
12:29PM	Here's Why Deutsche Bank Stock Is Worth Adding to Your Portfolio (Zacks)
07:11AM	Dollar General Stock Surges on Discount Retailer's Results, Raised Outlook (Investopedia)
Jun-02-25 06:24PM	UBS' Michael Lasser shares the bull case for Dollar General and Dollar Tree (CNBC TV)
12:37PM	HSBC to Infuse $4 Billion Into Private Credit Funds Amid Profit Push (Zacks)
12:34PM	HSBC to Exit US Business Banking Unit to Streamline Operations (Zacks)
09:26AM	Wells Fargo to Sell $4.4 Billion Rail Equipment Leasing Business (Zacks)
08:22AM	Why Dollar General May Be Retail's Most Undervalued Rebound (MarketBeat)
Jun-01-25 05:00AM	What Analysts Think of Dollar Tree and Dollar General Stocks Ahead of Earnings (Investopedia)
May-30-25 12:55PM	Why These Wall Street Analysts Are More Bullish on Dell After Mixed Results (Investopedia)
11:53AM	UBS Group's Arm to Divest O'Connor Business to Cantor Fitzgerald (Zacks)
11:31AM	Why Is UBS (UBS) Up 5% Since Last Earnings Report? (Zacks)
May-29-25 02:31PM	UBS Advisor Team Managing $1.6 Billion in Idaho Jumps to RBC (Barrons.com)
12:58PM	Fifteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List (Business Wire)
11:29AM	Here's What 5 Wall Street Analysts Have to Say About Nvidia's Earnings (Investopedia)
11:19AM	UBS celebrates the craft of couture with Dior and Carine Roitfeld through new experiential exhibition (PR Newswire)
07:16AM	UBS to sell hedge fund business to Cantor Fitzgerald (Banking Dive)
06:06AM	Cantor Fitzgerald to buy UBS OConnor alternatives investment platform (Private Banker International)
May-28-25 03:09PM	Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List (Business Wire)
09:53AM	UBS's Wealthiest Clients Are Quietly Moving Billions -- Here's Where It's Going (GuruFocus.com)

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 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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