Symbols / UBS
UBS Chart
About
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company 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. Further, it 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 risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. 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 headquartered in Zurich, Switzerland.
Fundamentals
Scroll to Statements| Sector | Financial Services | Industry | Banks - Diversified | Market Cap | 130.68B |
| Enterprise Value | 120.72B | Income | 7.77B | Sales | 49.05B |
| Book/sh | 29.18 | Cash/sh | 172.18 | Dividend Yield | 267.00% |
| Payout | 38.14% | Employees | 103177 | IPO | — |
| P/E | 17.53 | Forward P/E | 11.27 | PEG | — |
| P/S | 2.66 | P/B | 1.42 | P/C | — |
| EV/EBITDA | — | EV/Sales | 2.46 | Quick Ratio | — |
| Current Ratio | — | Debt/Eq | — | LT Debt/Eq | — |
| EPS (ttm) | 2.36 | EPS next Y | 3.67 | EPS Growth | 58.50% |
| Revenue Growth | 5.50% | Earnings | 2026-04-29 | ROA | 0.49% |
| ROE | 8.86% | ROIC | — | Gross Margin | 0.00% |
| Oper. Margin | 23.26% | Profit Margin | 15.83% | Shs Outstand | 3.09B |
| Shs Float | 3.08B | Short Float | 0.35% | Short Ratio | 5.22 |
| Short Interest | — | 52W High | 49.36 | 52W Low | 25.75 |
| Beta | 0.89 | Avg Volume | 2.27M | Volume | 944.80K |
| Target Price | $49.31 | Recom | Buy | Prev Close | $41.20 |
| Price | $41.36 | Change | 0.39% |
Valuation Models
Price estimates from analyst targets and simple models.
1. Analyst consensus
$49.32
Mean price target
2. Current target
$41.36
Latest analyst target
3. DCF / Fair value
$35.40
Fallback: EPS × 15 (assumed fair P/E). No FCF data; use with …
Ratings
Current target
$41.36
Low
$38.33
High
$60.30
Mean
$49.32
Latest analyst rating changes
| Date | Action | Analyst | Rating Change | Price Target |
|---|---|---|---|---|
| 2025-12-16 | up | B of A Securities | Neutral → Buy | $60 |
| 2025-06-03 | up | Jefferies | Hold → Buy | — |
| 2025-03-27 | down | B of A Securities | Neutral → Underperform | — |
| 2025-01-03 | up | Exane BNP Paribas | Neutral → Outperform | — |
| 2024-04-23 | down | Citigroup | Buy → Neutral | — |
| 2024-03-08 | up | Morgan Stanley | Equal-Weight → Overweight | — |
| 2023-12-05 | down | B of A Securities | Buy → Neutral | $32 |
| 2023-10-16 | up | RBC Capital | Sector Perform → Outperform | — |
| 2023-03-20 | down | Oddo Securities | Neutral → Underperform | — |
| 2022-07-26 | down | B of A Securities | Buy → Neutral | — |
| 2022-01-24 | up | Barclays | Underweight → Equal-Weight | — |
| 2022-01-07 | up | Exane BNP Paribas | Neutral → Outperform | — |
| 2021-09-29 | up | RBC Capital | Sector Perform → Outperform | — |
| 2021-07-15 | init | Jefferies | — → Buy | — |
| 2021-05-19 | up | Deutsche Bank | Hold → Buy | — |
| 2021-01-15 | up | Berenberg | Hold → Buy | — |
| 2019-09-10 | up | Kepler Cheuvreux | Hold → Buy | — |
| 2019-08-21 | down | DZ Bank | Hold → Sell | — |
| 2019-07-24 | down | Societe Generale | — → Sell | — |
| 2017-11-10 | up | B of A Securities | Neutral → Buy | — |
News
RSS: Latest UBS news- UBS Global Wealth CIO Says Ditch Coders for Builders as AI Booms - Bloomberg.com Wed, 25 Feb 2026 14
- UBS upgrades real estate stock hit by AI fears: 'Rare buying opportunity' - CNBC Mon, 23 Feb 2026 14
- UBS hikes worst-case private credit default view to 15% on AI fears (UBS:NYSE) - Seeking Alpha Wed, 25 Feb 2026 08
- UBS reiterates ONEOK stock Buy rating on solid 2025 results - Investing.com Wed, 25 Feb 2026 15
- UBS Says Kratos Defense & Security Solutions, Inc. (KTOS) Growth Fully Reflected in Current Valuation - Yahoo Finance Sun, 22 Feb 2026 23
- UBS trims Gentrack stake, drops below substantial holder threshold - TipRanks Wed, 25 Feb 2026 03
- Accenture offers AI opportunity after selloff, UBS says (ACN:NYSE) - Seeking Alpha ue, 24 Feb 2026 20
- UBS reiterates Buy on Expeditors stock after customs growth slows - Investing.com Wed, 25 Feb 2026 15
- UBS cuts Harmony Biosciences stock price target on earlier Wakix generic entry - Investing.com Wed, 25 Feb 2026 14
- UBS cuts GoDaddy stock price target on revenue guidance miss - Investing.com Wed, 25 Feb 2026 14
- UBS Shares Fall After Money Outflows Hit U.S. Wealth-Management Business - WSJ Wed, 04 Feb 2026 08
- UBS Maintains Buy on MBX Biosciences, Inc. Common Stock (MBX) Feb 2026 - Meyka Wed, 25 Feb 2026 10
- IBM Analyst Rating Update: UBS Upgrades to Neutral | IBM Stock N - GuruFocus Wed, 25 Feb 2026 13
- Fashion portfolio a.k.a. Brands joins UBS fireside chat March 11 - Stock Titan Wed, 25 Feb 2026 13
- What does Fed policy mean for investors? - UBS Mon, 23 Feb 2026 06
Insider Transactions
No recent insider transactions.
Financials
| Line Item | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| TaxEffectOfUnusualItems | -236.93M | -462.97M | 744.93M | 184.22M |
| TaxRateForCalcs | 0.12 | 0.25 | 0.03 | 0.20 |
| TotalUnusualItems | -1.99B | -1.88B | 24.03B | 912.00M |
| TotalUnusualItemsExcludingGoodwill | -1.99B | -1.88B | 24.03B | 912.00M |
| NetIncomeFromContinuingOperationNetMinorityInterest | 7.77B | 5.09B | 27.37B | 7.63B |
| ReconciledDepreciation | 3.19B | 3.80B | 3.75B | 2.06B |
| NetInterestIncome | 7.75B | 7.11B | 7.30B | 6.62B |
| InterestExpense | 26.54B | 35.95B | 28.22B | 6.56B |
| InterestIncome | 34.29B | 43.05B | 35.51B | 13.19B |
| NormalizedIncome | 9.52B | 6.51B | 4.08B | 6.90B |
| NetIncomeFromContinuingAndDiscontinuedOperation | 7.77B | 5.09B | 27.37B | 7.63B |
| DilutedAverageShares | 3.35B | 3.30B | 3.40B | 3.63B |
| BasicAverageShares | 3.20B | 3.15B | 3.26B | 3.48B |
| DilutedEPS | 1.52 | 8.30 | 2.25 | 2.06 |
| BasicEPS | 1.59 | 8.68 | 2.34 | 2.14 |
| DilutedNIAvailtoComStockholders | 7.77B | 5.08B | 27.37B | 7.63B |
| AverageDilutionEarnings | 0.00 | 0.00 | 0.00 | 0.00 |
| NetIncomeCommonStockholders | 7.77B | 5.08B | 27.37B | 7.63B |
| OtherunderPreferredStockDividend | 1.00M | 1.00M | -1.00M | |
| NetIncome | 7.77B | 5.09B | 27.37B | 7.63B |
| MinorityInterests | -30.00M | -60.00M | -16.00M | -32.00M |
| NetIncomeIncludingNoncontrollingInterests | 7.80B | 5.15B | 27.38B | 7.66B |
| NetIncomeContinuousOperations | 7.80B | 5.15B | 27.38B | 7.66B |
| TaxProvision | 1.06B | 1.68B | 873.00M | 1.94B |
| PretaxIncome | 8.85B | 6.82B | 28.25B | 9.60B |
| SpecialIncomeCharges | -1.99B | -1.88B | 24.03B | 912.00M |
| GainOnSaleOfBusiness | 257.00M | 28.00M | 1.12B | 130.00M |
| OtherSpecialCharges | -769.00M | -87.00M | 797.00M | 213.00M |
| WriteOff | 230.00M | 80.00M | 508.00M | 0.00 |
| ImpairmentOfCapitalAssets | 593.00M | 2.00M | 10.00M | |
| RestructuringAndMergernAcquisition | 2.53B | 1.89B | -24.80B | |
| GainOnSaleOfSecurity | 14.01B | 14.69B | 11.59B | 7.52B |
| DepreciationAmortizationDepletionIncomeStatement | 3.19B | 3.37B | 2.90B | 2.06B |
| DepreciationAndAmortizationInIncomeStatement | 3.19B | 3.37B | 2.90B | 2.06B |
| DepreciationIncomeStatement | 2.11B | |||
| SellingGeneralAndAdministration | 33.36B | 33.19B | 27.39B | 21.32B |
| SellingAndMarketingExpense | 575.00M | 408.00M | 265.00M | 242.00M |
| GeneralAndAdministrativeExpense | 33.36B | 33.19B | 26.98B | 21.06B |
| OtherGandA | 7.96B | 8.42B | 4.28B | 3.38B |
| SalariesAndWages | 25.39B | 24.78B | 22.71B | 17.68B |
| TotalRevenue | 47.91B | 45.81B | 38.86B | 33.27B |
| OperatingRevenue | 47.91B | 45.81B | 38.86B | 33.27B |
| OccupancyAndEquipment | 1.20B | 1.34B | 605.00M | 634.00M |
| ProfessionalExpenseAndContractServicesExpense | 1.62B | 1.62B | 592.00M | 540.00M |
| OtherNonInterestExpense | -774.00M | -902.00M | -216.00M |
| Line Item | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| TreasurySharesNumber | 249.88M | 287.26M | 253.23M | 416.91M |
| OrdinarySharesNumber | 3.09B | 3.17B | 3.21B | 3.11B |
| ShareIssued | 3.34B | 3.46B | 3.46B | 3.52B |
| NetDebt | 118.64B | 102.12B | 55.06B | 17.12B |
| TotalDebt | 328.50B | 332.42B | 377.69B | 193.28B |
| TangibleBookValue | 83.27B | 78.19B | 78.11B | 50.61B |
| InvestedCapital | 418.71B | 412.90B | 457.81B | 246.82B |
| NetTangibleAssets | 83.27B | 78.19B | 78.11B | 50.61B |
| CapitalLeaseObligations | 4.60B | 5.50B | 3.33B | 3.56B |
| CommonStockEquity | 90.21B | 85.08B | 85.62B | 56.88B |
| TotalCapitalization | 418.71B | 382.40B | 419.28B | 217.14B |
| TotalEquityGrossMinorityInterest | 90.48B | 85.57B | 86.16B | 57.22B |
| MinorityInterest | 271.00M | 494.00M | 531.00M | 342.00M |
| StockholdersEquity | 90.21B | 85.08B | 85.62B | 56.88B |
| OtherEquityInterest | -1.00M | -1.00M | ||
| GainsLossesNotAffectingRetainedEarnings | 5.81B | 1.09B | 2.46B | -103.00M |
| OtherEquityAdjustments | 5.81B | 1.09B | 2.46B | -103.00M |
| TreasuryStock | 7.89B | 6.40B | 4.80B | 6.87B |
| RetainedEarnings | 82.74B | 78.03B | 74.40B | 50.00B |
| AdditionalPaidInCapital | 9.22B | 12.01B | 13.22B | 13.55B |
| CapitalStock | 334.00M | 346.00M | 346.00M | 304.00M |
| CommonStock | 334.00M | 346.00M | 346.00M | 304.00M |
| TotalLiabilitiesNetMinorityInterest | 1.53T | 1.48T | 1.63T | 1.05T |
| DerivativeProductLiabilities | 156.24B | 180.64B | 192.18B | 154.91B |
| EmployeeBenefits | 9.59B | 9.75B | 6.82B | 7.26B |
| NonCurrentDeferredLiabilities | 895.00M | 960.00M | 471.00M | 540.00M |
| NonCurrentDeferredRevenue | 555.00M | 635.00M | 235.00M | 240.00M |
| NonCurrentDeferredTaxesLiabilities | 340.00M | 325.00M | 236.00M | 300.00M |
| LongTermDebtAndCapitalLeaseObligation | 328.50B | 301.91B | 339.15B | 163.60B |
| LongTermCapitalLeaseObligation | 4.60B | 5.50B | 3.33B | 3.56B |
| LongTermDebt | 328.50B | 297.32B | 333.65B | 160.27B |
| LongTermProvisions | 5.04B | 8.41B | 12.41B | 3.24B |
| CurrentDebtAndCapitalLeaseObligation | 30.51B | 38.53B | 29.68B | 43.10B |
| CurrentDebt | 30.51B | 38.53B | 29.68B | 43.10B |
| OtherCurrentBorrowings | 30.51B | 38.53B | 29.68B | 43.10B |
| CommercialPaper | 40.64B | |||
| PayablesAndAccruedExpenses | 96.42B | 96.36B | 96.65B | 86.89B |
| CurrentAccruedExpenses | 3.14B | 3.27B | 1.76B | 1.88B |
| Payables | 96.42B | 93.22B | 93.38B | 85.13B |
| OtherPayable | 34.22B | 35.49B | 41.58B | 36.44B |
| TotalTaxPayable | 2.83B | 2.58B | 1.66B | 1.99B |
| IncomeTaxPayable | 2.83B | 2.58B | 1.66B | 1.99B |
| AccountsPayable | 62.20B | 54.90B | 49.21B | 47.03B |
| TotalAssets | 1.62T | 1.57T | 1.72T | 1.10T |
| InvestmentsAndAdvances | 370.37B | 209.59B | 194.71B | 152.43B |
| AvailableForSaleSecurities | 179.47B | 91.56B | 95.19B | 79.78B |
| TradingSecurities | 174.70B | 113.53B | 94.91B | 69.32B |
| LongTermEquityInvestment | 2.33B | 2.31B | 2.37B | 1.10B |
| GoodwillAndOtherIntangibleAssets | 6.95B | 6.89B | 7.51B | 6.27B |
| OtherIntangibleAssets | 897.00M | 1.47B | 224.00M | 252.00M |
| Goodwill | 5.99B | 6.04B | 6.04B | 6.13B |
| NetPPE | 16.06B | 15.50B | 17.85B | 12.29B |
| AccumulatedDepreciation | -19.89B | -18.06B | -14.84B | -14.22B |
| GrossPPE | 35.38B | 35.91B | 27.13B | 27.11B |
| Leases | 6.47B | 6.61B | 4.46B | 4.17B |
| ConstructionInProgress | 776.00M | 863.00M | 1.14B | 1.25B |
| OtherProperties | 15.72B | 16.71B | 11.59B | 13.05B |
| MachineryFurnitureEquipment | 12.42B | 11.73B | 9.94B | 8.64B |
| PrepaidAssets | 1.68B | 2.08B | 1.08B | 1.11B |
| Receivables | 35.58B | 38.87B | 35.85B | 23.43B |
| OtherReceivables | 8.66B | 9.07B | 2.78B | 1.99B |
| AccountsReceivable | 35.58B | 30.21B | 26.78B | 20.65B |
| OtherShortTermInvestments | 13.87B | 2.19B | 2.23B | 2.24B |
| CashAndCashEquivalents | 209.86B | 225.71B | 317.12B | 172.82B |
| CashEquivalents | 5.26B | |||
| CashFinancial | 209.86B | 223.33B | 314.06B | 169.44B |
| CashCashEquivalentsAndFederalFundsSold | 293.51B | 368.64B | 453.07B | 248.34B |
| Line Item | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|
| FreeCashFlow | 1.27B | 84.38B | 13.00B | 29.58B |
| RepurchaseOfCapitalStock | -6.01B | -3.34B | ||
| RepaymentOfDebt | -172.27B | -165.99B | -67.67B | -79.91B |
| IssuanceOfDebt | 100.14B | 109.73B | 79.11B | 98.27B |
| CapitalExpenditure | -2.01B | -1.69B | -1.64B | -1.84B |
| InterestPaidSupplementalData | 48.25B | 35.97B | 8.20B | 4.71B |
| EndCashPosition | 244.09B | 340.21B | 195.32B | 207.88B |
| BeginningCashPosition | 340.21B | 195.32B | 207.88B | 173.53B |
| EffectOfExchangeRateChanges | -15.94B | 13.96B | -5.66B | -5.31B |
| ChangesInCash | -80.18B | 130.93B | -6.89B | 39.65B |
| FinancingCashFlow | -84.17B | -58.26B | -9.09B | 10.35B |
| CashFlowFromContinuingFinancingActivities | -84.17B | -58.26B | -9.10B | 10.35B |
| NetOtherFinancingCharges | -987.00M | -721.00M | -616.00M | -283.00M |
| CashDividendsPaid | -2.26B | -1.68B | -1.67B | -1.30B |
| CommonStockDividendPaid | -2.26B | -1.68B | -1.67B | -1.30B |
| NetCommonStockIssuance | -2.92B | -2.78B | -6.01B | -3.34B |
| CommonStockPayments | -6.01B | -3.34B | ||
| NetIssuancePaymentsOfDebt | -79.53B | -53.08B | -804.00M | 15.27B |
| NetShortTermDebtIssuance | -7.41B | 3.17B | -12.25B | -3.09B |
| NetLongTermDebtIssuance | -72.12B | -56.25B | 11.45B | 18.36B |
| LongTermDebtPayments | -172.27B | -165.99B | -67.67B | -79.91B |
| LongTermDebtIssuance | 100.14B | 109.73B | 79.11B | 98.27B |
| InvestingCashFlow | 709.00M | 103.12B | -12.45B | -2.12B |
| CashFlowFromContinuingInvestingActivities | 711.00M | 103.12B | -12.45B | -2.12B |
| NetOtherInvestingChanges | -2.00M | 108.41B | ||
| NetInvestmentPurchaseAndSale | 2.42B | -3.78B | -12.69B | -1.17B |
| SaleOfInvestment | 8.38B | 10.46B | 18.80B | 4.51B |
| PurchaseOfInvestment | -5.96B | -14.24B | -31.49B | -5.67B |
| NetBusinessPurchaseAndSale | 192.00M | 117.00M | 1.73B | 592.00M |
| SaleOfBusiness | 256.00M | 121.00M | 1.73B | 593.00M |
| PurchaseOfBusiness | -64.00M | -4.00M | -3.00M | -1.00M |
| NetPPEPurchaseAndSale | -1.90B | -1.62B | -1.48B | -1.55B |
| SaleOfPPE | 108.00M | 65.00M | 161.00M | 295.00M |
| PurchaseOfPPE | -2.01B | -1.69B | -1.64B | -1.84B |
| OperatingCashFlow | 3.28B | 86.07B | 14.65B | 31.43B |
| CashFlowFromContinuingOperatingActivities | 3.28B | 86.07B | 14.65B | 31.43B |
| TaxesRefundPaid | -1.94B | -1.85B | -1.58B | -1.13B |
| ChangeInWorkingCapital | -20.80B | 90.10B | 18.23B | 19.10B |
| ChangeInOtherWorkingCapital | -23.39B | 67.74B | 10.26B | 48.88B |
| OtherNonCashItems | 17.06B | -33.90B | -10.74B | 3.90B |
| DeferredTax | -495.00M | -694.00M | 494.00M | 434.00M |
| DeferredIncomeTax | -495.00M | -694.00M | 494.00M | 434.00M |
| DepreciationAmortizationDepletion | 3.80B | 3.75B | 2.06B | 2.12B |
| DepreciationAndAmortization | 3.80B | 3.75B | 2.06B | 2.12B |
| Depreciation | 3.80B | 3.75B | 2.06B | 2.12B |
| OperatingGainsLosses | -43.00M | 246.00M | -1.50B | -335.00M |
| EarningsLossesFromEquityInvestments | -144.00M | 348.00M | -32.00M | -105.00M |
| NetIncomeFromContinuingOperations | 5.15B | 27.38B | 7.66B | 7.49B |
SEC Filings
Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.
Public Trades for UBS
| Date | User | Asset | Broker | Type | Position Size | Entry Price | Patterns |
|---|