Loading…
UBS
UBS Group AG
NYSE· Financial Services· Banks - Diversified· CUSIP H42097107
$46.87-2.21%Price as of Oct 23, 00:46 UTC · updated once a day, after the close
At a glance
UBS Group AG (UBS) is listed on NYSE and classified in Banks - Diversified, part of the Financial Services sector. It is headquartered in Zurich, Switzerland and has 99,085 employees. The company is worth $143.5B and trades at 15.9x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $47.3B in fiscal 2025, up 4.3% from the year before. Net income was $7.77B. The share price is 16.3% below its 52-week high of $55.99. It pays a dividend yielding 2.35%, and has raised its annual dividend for 5 years in a row in our records. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $239.45M. In that quarter, 3 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Key metrics
- Market cap
- $143.5B
- P/E
- 15.9x
- Forward P/E
- 11.5x
- P/B
- 1.6x
- Dividend yield
- 2.35%
- Payout
- 37.41%
- EPS
- $2.94
- ROE
- 10.67%
- Profit margin
- 17.95%
- Revenue growth
- +14.60%
- Beta
- 0.85
- 52-week high
- $55.99
- 52-week low
- $36.30
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
- Cliff AsnessAddedAQR Capital Management · Q2 2026$239.45M4.83M shares · 0.1% of portfolio
- Andreas HalvorsenNew positionViking Global Investors · Q2 2026$120.77M2.44M shares · 0.3% of portfolio
- Two SigmaAddedTwo Sigma Investments · Q2 2026$23.56M475.31K shares · 0.0% of portfolio
Ken GriffinReducedCitadel Advisors · Q2 2026$16.68M336.52K shares · 0.0% of portfolio- Israel EnglanderReducedMillennium Management · Q2 2026$8.2M165.36K shares · 0.0% of portfolio
Price over time
▲ +175.9% over 5Y.
today you would have $3,012.33▲ +201.2%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $46.31 | $30.32 | $30.90 | $18.67 | |
| P/E | 14.0x | 19.6x | 19.9x | 3.7x | 8.3x |
| P/S | 2.3x | 3.0x | 2.1x | 2.4x | 1.7x |
| P/B | 1.1x | 1.6x | 1.1x | 1.2x | 1.0x |
| EPS | $2.36 | $1.52 | $8.30 | $2.25 | |
| Dividend yield | 2.13% | 1.95% | 2.31% | 1.78% | 2.68% |
| Payout | 30.26% | 38.31% | 46.05% | 6.63% | 22.22% |
| Profit margin | 19.68% | 16.42% | 11.22% | 66.52% | 22.93% |
| ROE | 11.01% | 8.61% | 5.98% | 31.96% | 13.41% |
Median of the years shown; P/E years above 200x are left out.
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$43.89
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
$11.61
Earnings growing 1.6% a year plus a 2.3% dividend yield. Growth capped at 25%.
Earnings
$38.68
Median P/E of 13.2 among peers in the sector.
Earnings
$41.04
Median P/E of 14.0 across this company’s own years on record.
Cash flow
$40.30
Cash flow growing 1.6% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividends
$32.52
Dividend growing 5.3% a year against a 8.3% required return, from the stock’s beta.
How the average is calculated
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
Earnings $33.81 (avg. of 4)+Cash flow $40.30+Dividends $32.52÷ 3 =$35.54
$35.54
6 methods answered, across 3 families.
$26.66
Room for errors in the reported numbers.
$46.87
-24.2% from the average.
Models, not forecasts, and not investment advice. How each formula works →
Others in the same sector
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| BXBlackstone Inc. | $118.75 | 26.6x | 10.5x | 4.40% | 31.37% | $141.94B |
| CBChubb Ltd | $363.95 | 12.8x | 1.9x | 1.12% | 14.25% | $140.41B |
| IBKRInteractive Brokers Group, Inc. | $82.28 | 31.4x | 6.0x | 0.43% | 23.67% | $140.19B |
| BBVABanco Bilbao Vizcaya Argentaria S.a | $25.03 | 11.8x | 2.2x | 4.31% | 18.92% | $137.66B |
| SMFGSumitomo Mitsui Financial Group Inc | $24.09 | 13.9x | 1.5x | 2.45% | 8.57% | $151.1B |
| SPGIS&P Global Inc. | $453.10 | 27.6x | 4.2x | 0.86% | 14.26% | $133.57B |
About the company
- 99,085
- Zurich, Switzerland