Stock Taper
SCREENER COMPARE ANY 2 STOCKS
UBS
UBS GROUP AG
NYSE
$54.90
▲ UP 0.99% (0.54)

KEY STATISTICS

Market Cap$179.95 B
52w High$55.15
52w Low$36.30
Dividend Yield1.30%
FrequencyIrregular
P/E18.67
Volume1.73M
Shares Out.3.28B

COMPANY

LEADERSHIP

Sergio Ermotti
CHIEF EXECUTIVE
Sergio Ermotti

ABOUT

SECTOR
Financial Services
WENT PUBLIC
May 16, 2000
METHOD OF GOING PUBLIC
Dual Listing
FULL TIME EMPLOYEES
103,177

PRICE TARGET

Target High$34.00
Target Low$19.24
Target Median$22.45
Target Consensus$23.57

UPCOMING EARNINGS

DateOct 28, 2026
DayWednesday
Rev. Est.$13.20B
OCT
28
WED

SPLIT RECORD

DATETYPERATIO
2008-05-27Forward107:100
2008-04-28Forward21:20
2006-07-10Forward2:1
2001-07-16Forward3:1

PRICE

$54.90 ▲ UP 0.99% (+$0.54)
OVERLAYS
$54.60$54.80$55.009:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM54.90

About UBS Group AG

https://www.ubs.com ↗

UBS Group AG, founded in 1862 and based in Zurich, offers global financial services—including wealth management, banking, asset management, and investment banking—to private, institutional, and corporate clients worldwide.

INDUSTRY

Banks - Diversified

A SERVICE UBS GROUP AG IS KNOWN FOR

Global Wealth Management

UBS's Global Wealth Management division is the world's largest private bank, offering tailored financial advice, investment solutions, and wealth planning to high-net-worth clients worldwide.

COMPETITORS

COMPETITOR
BAC COMPARE
GS COMPARE
JPM COMPARE
MS COMPARE
SCHW COMPARE

Revenue by Geography

MapREGIONFY2021FY2022FY2024FY2025
Americas$14.5B $13.8B ▼$16.8B ▲$17.6B ▲
CH$7.9B $7.7B ▼$15.1B ▲$15.8B ▲
U S$13.5B — — —
Asia Pacific$6.5B $5.6B ▼$6.8B ▲$8B ▲
EMEA$7B $7B — —
Global— — $2.2B -$400M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
39
LISTED HERE
17
RANKED BY POSITION SIZE
EFRN.DE
1.37% · 7.8M
FLCO
0.93% · 5.3M
DFIV
0.29% · 1.2M
WCMI
2.13% · 791.1K
BINV
1.25% · 122.3K
APIE
0.31% · 66.5K
GSIB
3.67% · 31.5K
FF
FFND
1.47% · 26.5K
BOUT
6.19% · 17.4K
YNOT
0.24% · 8.6K
EUCO.PA
0.10% · 7.0K
GEQ
0.15% · 5.8K
GINX
0.31% · 5.2K
TFNS
0.66% · 2.3K
VO
VOXP
0.23% · 252
EB
EBI
0.00% · 4
SMICHA.SW
7.50% · 0

INSTITUTIONAL OWNERSHIP

SHARES OWNED
29.66%
HOLDERS
989
TOP 12 OF 989 · RANKED BY POSITION SIZE
Norges Bank
144.1M sh · $4.88B
Ubs Group AG
140.5M sh · $6.51B
Vanguard Group Inc
139.1M sh · $6.42B
Credit Suisse AG/
95.4M sh · $2.93B
Massachusetts Financial Services Co /Ma/
77.4M sh · $3.17B
Fisher Asset Management, LLC
66.1M sh · $2.58B
Wellington Management Group Llp
63.7M sh · $2.6B
Fmr LLC
58.1M sh · $2.71B
Zurcher Kantonalbank (Zurich Cantonalbank)
56.7M sh · $2.17B
Cevian Capital Ii Gp Ltd
48.1M sh · $2.38B
Dodge & Cox
42.6M sh · $1.75B
Jpmorgan Chase & Co
40.4M sh · $1.87B

RATINGS SNAPSHOT

Overall rating: C+

DCFROEROAD/EP/EP/B
Discounted Cash Flow5
Return On Equity3
Return On Assets2
Debt To Equity1
Price To Earnings1
Price To Book1
Overall Score2

TRADES BY CONGRESS

SENATE TRADES
John Curtis
John Curtis
Purchase
2026-06-02
HOUSE TRADES
Ro Khanna
Ro Khanna
Purchase
2026-01-09
 Sheri Biggs
Sheri Biggs
Sale
2025-12-12
 Darrell Issa
Darrell Issa
Sale
2025-04-10

MOST RECENT ANALYST GRADES

GRADE SUMMARY
EQUAL WEIGHT 1
BUY 1
2 GRADES IN THE LAST 12 MONTHS
Barclays EQUAL WEIGHT B of A Securities BUY

SECTORS PEERS

PEERPRICE
JPM$357.62COMPARE
BAC$62.32COMPARE
HSBC$103.53COMPARE
RY$204.23COMPARE
WFC$86.68COMPARE
C$132.84COMPARE
SAN$14.67COMPARE
TD$121.25COMPARE