Financial Services
UBS Group AG(UBS)
Live Price
Offline$50.80
+2.15% today
1Y Change
+54.54%
Window
Jun 20, 2025 โ Jun 5, 2026
- Market Cap
- $135.91B
- Revenue Growth
- -20.4%
- EPS Growth
- +22.6%
- Dividend Yield
- 2.5%
Coverage: 241 bars ยท Jun 20, 2025 โ Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
UBS Group AG (UBS) is a Financial Services stock with a market cap of $135.91B and listed on NYSE. The stock last traded around $50.80 and up 54.5% across the available one-year price window (Jun 20, 2025 โ Jun 5, 2026). Baseline metrics include revenue growth of -20.4%, EPS growth of +22.6%, a dividend yield of 2.5%. What stands out right now is revenue -20.4%, EPS +22.6%, free cash flow -1328.8% with operating margin 15.5% and ROIC 0.5%. The dividend matters to the case here, with a current yield around 2.5%. Valuation is more restrained than many high-expectation growth names at P/E 17.3 and price/sales 2.3. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines UBS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-20.4% vs +3.4% peer median
Operating Margin
Above sector median
+15.5% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -20.4% and EPS is at +22.6%, with operating margin around 15.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | +2.8% | +5.8% | +9.6% |
2026 Feb 4, 2026 | +48.0% | -2.4% | -5.8% | -12.5% |
2025 Oct 29, 2025 | +55.9% | -0.7% | +0.2% | -0.6% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
UBS
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
UBS Max Drawdown
-26.07%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for UBS and SPY.
Company Overview
UBS Group AG
New York Stock Exchange
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.
- Leadership
- Sergio Ermotti
- IPO Date
- May 16, 2000
- Employees
- 106.8k
- Street Address
- Bahnhofstrasse 45
- Mailing
- Zurich, 8001
- Region
- Zurich, CH
- Reporting Currency
- USD
- Investor Line
- 41 44 234 11 11
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 17.3
- EV/EBITDA
- 27.0
- Price/Sales
- 2.3
- Price/Book
- 1.5
Growth
- Revenue
- -20.4%
- EPS
- +22.6%
- Free Cash Flow
- -1328.8%
Profitability
- Gross Margin
- 71.9%
- Operating Margin
- 15.5%
- Net Margin
- 13.3%
- ROE
- 8.6%
- ROIC
- 0.5%
Balance Sheet
- Debt/Equity
- 4.23
- Current Ratio
- 11.16
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.