UBS
UBS Group AG NYSE Listed May 16, 2000$50.80
+2.15%
vs $49.73
Mkt Cap $166.5B
52w Low $30.36
98.5% of range
52w High $51.12
50d MA $45.50
200d MA $42.46
P/E (TTM)
27.2x
EV/EBITDA
7.1x
P/B
1.8x
Debt/Equity
4.0x
ROE
—
P/FCF
-10.8x
RSI (14)
68.00
ATR (14)
$0.85
Beta
0.79
50d MA
$45.50
200d MA
$42.46
Avg Volume
2.3M
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.
Bahnhofstrasse 45 · Zurich, V8 8001 · CH
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | TNS | 0.85 | 0.94 | +10.6% | 42.72 | +1.3% | +2.8% | -0.5% | -0.8% | +1.7% | +2.5% | — |
| Feb 4, 2026 | TNS | 0.25 | 0.37 | +48.0% | 44.85 | -1.6% | -2.4% | +0.3% | +1.2% | -1.3% | -3.6% | — |
| Oct 29, 2025 | TNS | 0.49 | 0.76 | +55.9% | 38.28 | -0.3% | -0.7% | +0.9% | -1.0% | -0.3% | +1.3% | — |
| Jul 30, 2025 | TNS | 0.70 | 0.72 | +2.9% | 37.93 | -1.2% | -1.6% | -1.8% | +1.9% | +0.5% | +1.3% | — |
| Apr 30, 2025 | TNS | 0.42 | 0.51 | +21.4% | 30.23 | -0.0% | -0.3% | +1.9% | +0.2% | -0.3% | +0.7% | — |
| Feb 4, 2025 | TNS | 0.31 | 0.23 | -25.8% | 32.41 | +0.5% | +0.6% | +2.4% | +0.1% | +0.6% | -1.3% | — |
| Oct 30, 2024 | TNS | 0.35 | 0.43 | +22.9% | 31.35 | -1.0% | -2.1% | +1.4% | -0.3% | +2.3% | +4.1% | — |
| Aug 14, 2024 | TNS | 0.30 | 0.34 | +13.3% | 30.89 | -2.5% | -2.4% | +0.8% | +0.3% | +0.0% | +0.7% | — |
| May 7, 2024 | TNS | 0.24 | 0.52 | +116.7% | 29.54 | -2.0% | -2.4% | +0.5% | +2.5% | -0.1% | +1.6% | — |
| Feb 6, 2024 | TNS | 0.20 | -0.09 | -145.0% | 28.15 | -1.2% | -1.4% | +0.1% | +0.4% | +0.1% | -3.1% | — |
| Nov 7, 2023 | TNS | 0.23 | -0.24 | -204.3% | 24.92 | -0.6% | -0.6% | -1.1% | +0.1% | -1.8% | +3.2% | — |
| Aug 1, 2023 | TNS | — | 0.61 | — | 21.86 | -1.6% | -2.1% | +1.2% | +1.0% | +1.3% | -0.6% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 20 | Barclays | Upgrade | Underweight → Equal Weight | — | $43.74 | $43.57 | -0.4% | +0.2% | -1.3% | -1.9% | -3.2% | +0.9% |
| Dec 16 | BofA Securities | Upgrade | Neutral → Buy | — | $42.69 | $44.37 | +3.9% | +4.9% | +0.1% | +2.8% | +0.4% | +0.3% |
| Jun 3 | Jefferies | Upgrade | Hold → Buy | — | $31.93 | $33.04 | +3.5% | +4.8% | -1.8% | +0.0% | +2.3% | -2.1% |
| Mar 27 | BofA Securities | Downgrade | Neutral → Underperform | — | $33.21 | $32.01 | -3.6% | -3.9% | -1.1% | -2.9% | -0.9% | +0.3% |
| Jan 3 | Exane BNP Paribas | Upgrade | Neutral → Outperform | — | $30.28 | $31.59 | +4.3% | +3.8% | +2.0% | +1.3% | +0.0% | -0.5% |
| Apr 23 | Citigroup | Downgrade | Buy → Neutral | — | $27.97 | $28.19 | +0.8% | +1.5% | -3.6% | +0.5% | -0.4% | +0.0% |
| Mar 8 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $29.81 | $30.91 | +3.7% | +3.5% | +0.6% | +2.0% | +0.3% | -1.3% |
| Dec 5 | BofA Securities | Downgrade | Buy → Neutral | — | $28.42 | $27.78 | -2.3% | -2.5% | +0.4% | +1.2% | +1.2% | -0.1% |
| Oct 16 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $24.31 | $24.76 | +1.9% | +2.5% | +0.6% | -2.7% | -1.4% | -1.4% |
| Mar 20 | Oddo Securities | Downgrade | Neutral → Underperform | — | $18.20 | $19.07 | +4.8% | +3.3% | +12.0% | -3.1% | -6.0% | -0.9% |
| Jul 26 | BofA Securities | Downgrade | Buy → Neutral | — | $16.78 | $15.45 | -7.9% | -11.3% | +3.0% | +3.3% | +2.6% | -0.6% |
| Jan 24 | Barclays | Upgrade | Underweight → Equal Weight | — | $19.03 | $18.35 | -3.6% | -2.9% | +0.8% | +1.0% | -2.0% | +0.1% |
| Jan 7 | Exane BNP Paribas | Upgrade | Neutral → Outperform | — | $19.02 | $19.30 | +1.5% | +1.7% | -0.6% | +0.6% | +1.1% | +0.0% |
| Sep 29 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $15.96 | $16.10 | +0.9% | +1.1% | -1.2% | -0.1% | +0.2% | +1.3% |
| Jul 15 | Jefferies | Maintains | Buy → Buy | — | $15.09 | $14.99 | -0.7% | -0.4% | -1.1% | -2.2% | +5.0% | +3.5% |
| May 19 | Deutsche Bank | Upgrade | Hold → Buy | — | $15.53 | $15.40 | -0.8% | -0.1% | +1.5% | +0.8% | +0.7% | +0.1% |
| Jan 15 | Berenberg | Upgrade | Hold → Buy | — | $15.24 | $15.23 | -0.1% | -0.7% | -1.5% | +0.3% | -0.1% | -0.3% |
| Sep 10 | Kepler Cheuvreux | Upgrade | Hold → Buy | — | $11.14 | $11.57 | +3.9% | +3.1% | +0.8% | -0.4% | +1.7% | -1.3% |
| Aug 21 | DZ Bank | Downgrade | Hold → Sell | — | $10.41 | $10.55 | +1.3% | +0.6% | +1.5% | -1.4% | +1.0% | -1.0% |
| Jul 24 | Societe Generale | Maintains | Sell → Sell | — | $12.29 | $11.75 | -4.4% | -3.7% | -3.2% | -0.7% | -0.2% | -1.0% |
| Nov 10 | BofA Securities | Upgrade | Neutral → Buy | — | $16.93 | $17.13 | +1.2% | +1.1% | -0.6% | +0.0% | -0.2% | +0.4% |
| Jan 12 | Societe Generale | Upgrade | Hold → Buy | — | $16.77 | $16.66 | -0.7% | -0.6% | +2.3% | -1.9% | -1.4% | +1.0% |
| Dec 12 | JP Morgan | Upgrade | Underweight → Neutral | — | $16.78 | $16.73 | -0.3% | -1.4% | +1.4% | -2.4% | -0.9% | -1.1% |
| Dec 5 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $15.66 | $15.75 | +0.6% | +3.0% | +5.6% | +2.0% | -0.4% | -3.0% |
| Nov 10 | Keefe Bruyette & Woods | Upgrade | Underperform → Outperform | — | $14.44 | $15.57 | +7.8% | +8.7% | +0.7% | +3.4% | -0.1% | -2.6% |
| Nov 10 | Keefe, Bruyette & Woods | Upgrade | Underperform → Outperform | — | $14.44 | $15.57 | +7.8% | +8.7% | +0.7% | +3.4% | -0.1% | -2.6% |
| Oct 5 | RBC Capital | Upgrade | Underperform → Sector Perform | — | $13.83 | $14.02 | +1.4% | +2.0% | -1.2% | -0.1% | +0.1% | -1.1% |
| Sep 19 | Credit Suisse | Maintains | Neutral → Neutral | — | $13.77 | $13.76 | -0.1% | -1.0% | -0.9% | +2.4% | +1.0% | -1.1% |
| Jul 12 | Bernstein | Maintains | Underperform → Underperform | — | $12.51 | $12.89 | +3.0% | +2.5% | +0.8% | +2.3% | -0.4% | +0.4% |
| Jun 28 | RBC Capital | Downgrade | Sector Perform → Underperform | — | $12.81 | $12.73 | -0.6% | -1.0% | +2.8% | -0.6% | +1.6% | -6.2% |
| Jun 9 | Barclays | Upgrade | Equal Weight → Overweight | — | $15.12 | $14.81 | -2.1% | -2.4% | -2.8% | -2.5% | -1.3% | +1.2% |
| May 13 | Societe Generale | Downgrade | Buy → Hold | — | $15.01 | $14.94 | -0.5% | -1.9% | -0.5% | -1.4% | +1.9% | +0.4% |
| May 3 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $17.23 | $16.16 | -6.2% | -7.7% | -1.4% | -0.6% | +0.0% | +0.5% |
| Feb 17 | UBS | Maintains | Sell → Sell | — | $14.91 | $15.07 | +1.1% | +2.2% | -1.5% | -0.9% | +2.3% | -2.4% |
| Feb 9 | Kepler Cheuvreux | Downgrade | Buy → Hold | — | $14.76 | $14.12 | -4.3% | -3.9% | +3.5% | -2.8% | +5.5% | -1.0% |
| Feb 3 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $15.23 | $15.50 | +1.8% | +1.4% | -0.3% | -1.0% | -3.2% | -3.9% |
| Feb 2 | J. Safra Sarasin | Downgrade | Buy → Neutral | — | $16.52 | $15.25 | -7.7% | -7.8% | +1.4% | -0.3% | -1.0% | -3.2% |
| Jan 7 | Barclays | Downgrade | Overweight → Equal Weight | — | $18.78 | $18.28 | -2.7% | -2.6% | -5.1% | +1.2% | +0.5% | -2.2% |
| Nov 3 | BofA Securities | Downgrade | Neutral → Underperform | — | $20.41 | $19.20 | -5.9% | -5.8% | +0.3% | +0.2% | +2.3% | -0.8% |
| Oct 28 | JP Morgan | Downgrade | Overweight → Neutral | — | $20.30 | $20.07 | -1.1% | +0.1% | -1.7% | +0.3% | +1.9% | -5.8% |
| Sep 15 | Goldman Sachs | Downgrade | Buy → Neutral | — | $20.36 | $19.89 | -2.3% | -1.1% | -0.1% | -1.4% | -2.9% | +0.2% |
| Jun 15 | Mediobanca Securities | Maintains | Outperform → Outperform | — | $21.75 | $21.28 | -2.2% | -0.7% | -0.7% | -0.9% | +0.0% | +0.8% |
| May 20 | BofA Securities | Upgrade | Neutral → Buy | — | $21.13 | $21.80 | +3.2% | +3.9% | -0.3% | -1.2% | -1.3% | +2.1% |
| Feb 26 | Exane BNP Paribas | Maintains | Underperform → Underperform | — | $17.48 | $17.40 | -0.5% | -0.2% | +0.2% | -0.1% | +0.1% | +0.7% |
| May 6 | Rafferty Capital | Upgrade | Hold → Buy | — | $20.84 | $21.04 | +1.0% | +0.3% | +0.4% | -1.0% | -0.9% | -0.6% |
| May 6 | Rafferty | Upgrade | Hold → Buy | — | $20.84 | $21.04 | +1.0% | +0.3% | +0.4% | -1.0% | -0.9% | -0.6% |
| Mar 31 | JP Morgan | Maintains | Overweight → Overweight | — | $20.26 | $20.63 | +1.8% | +2.3% | +2.1% | -0.3% | -0.7% | -1.4% |
| Feb 18 | Jefferies | Maintains | Hold → Hold | — | $20.84 | $20.96 | +0.6% | +1.0% | -1.2% | +0.2% | -0.5% | +0.5% |
| Jan 8 | Credit Suisse | Downgrade | Outperform → Neutral | — | $19.59 | $19.82 | +1.2% | +2.1% | +0.4% | +1.0% | +1.7% | +0.7% |
| Jan 7 | Societe Generale | Maintains | Buy → Buy | — | $19.12 | $19.41 | +1.5% | +2.5% | +2.1% | +0.4% | +1.0% | +1.7% |
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No recent filings available.
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | 106,890,182 | $4.2B | Reduced | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 97,263,943 | $3.8B | New | Mar 2026 |
| 3 | Zurcher Kantonalbank (Zurich Cantonalbank) | 49,529,270 | $2.3B | Reduced | Dec 2025 |
| 4 | Fmr Llc | 53,883,732 | $2.1B | Reduced | Mar 2026 |
| 5 | Pictet Asset Management Holding Sa | 35,932,192 | $1.7B | Added | Dec 2025 |
| 6 | Dodge & Cox | 33,644,642 | $1.3B | — | Mar 2026 |
| 7 | Jpmorgan Chase & Co | 27,434,247 | $1.0B | Reduced | Mar 2026 |
| 8 | Capital World Investors | 23,495,846 | $913M | Reduced | Mar 2026 |
| 9 | Amundi | 23,294,847 | $910M | New | Mar 2026 |
| 10 | Pzena Investment Management Llc | 26,544,355 | $816M | Reduced | Mar 2026 |
| 11 | Arrowstreet Capital, Limited Partnership | 18,850,928 | $728M | Added | Mar 2026 |
| 12 | Morgan Stanley | 15,308,198 | $709M | Reduced | Dec 2025 |
| 13 | Vanguard Asset Management, Ltd | 14,112,416 | $550M | New | Mar 2026 |
| 14 | Nuveen, Llc | 11,227,404 | $432M | Reduced | Mar 2026 |
| 15 | Bank Of America Corp /de/ | 9,654,984 | $377M | Reduced | Mar 2026 |
| 16 | Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 10,781,586 | $333M | Reduced | Sep 2024 |
| 17 | Ninety One Uk Ltd | 8,687,978 | $332M | Reduced | Mar 2026 |
| 18 | Caisse Des Depots Et Consignations | 7,812,061 | $299M | Reduced | Mar 2026 |
| 19 | Russell Investments Group, Ltd. | 7,738,898 | $295M | Reduced | Mar 2026 |
| 20 | Qube Research & Technologies Ltd | 7,612,542 | $293M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$166.51B
Enterprise Value
$67.46B
P/E (TTM)
27.17x
Forward P/E
15.63x
PEG Ratio
1.06x
P/B
1.78x
P/S
2.84x
P/FCF
-10.76x
EV/EBITDA
7.07x
Shares Out
3.31B
Financials (TTM)
Revenue
$59.05B
Net Income
$6.16B
EBITDA
$9.55B
Free Cash Flow
-$15.62B
Op Cash Flow
-$13.66B
EPS Basic
$1.95
EPS Diluted
$1.87
EPS Forward
$3.25
Gross Margin
63.6%
Op Margin
11.9%
Net Margin
10.4%
Balance Sheet
Total Assets
$1.62T
Total Liab.
$1.53T
Total Equity
$90.48B
Cash
$398.43B
LT Debt
$297.92B
Book Value/Sh
$28.46
Debt/Equity
3.95x
Current Ratio
0.42
Quick Ratio
0.42
Returns & Growth
ROE
—
ROA
—
ROIC
0.9%
Rev Growth YoY
-20.4%
EPS Growth YoY
+22.6%
Price Returns
2W
+1.6%
1M
+7.2%
3M
+13.6%
6M
+22.0%
12M
+47.6%
Technicals
52W High
$51.12
52W Low
$30.36
50d MA
$45.50
200d MA
$42.46
RSI (14)
68.00
ATR (14)
$0.85
Beta
0.79
Avg Volume
2.3M
Dividends
Div Rate
$0.75
Div Yield
1.7%
Frequency
—
Ex-Div Date
Apr 22, 2026
Analyst Price Targets
Consensus
$23.57
High
$34.00
Low
$19.24
Median
$22.45
Data updated apr 27, 2026 6:26am
· Source: financialmodelingprep.com