UBS Group AG (UBS)

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UBS Group AG (UBS) is up 7.1% since the beginning of the year. At $49 per share, UBS is trading just below its 52-week high of $49. Investors who bought $1,000 worth of UBS shares 5 years ago would now be looking at an investment worth $3,421.

UBS Group AG (UBS) has returned 7.11% so far this year and 51.82% over the past 12 months. Looking at the last ten years, UBS has achieved an annualized return of 16.67%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.

Based on dividend-adjusted daily data since Nov 21, 2014, UBS's average daily return is +0.07%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +22.5%, while the worst month was Mar 2020 at -15.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, UBS closed higher 51% of trading days. The best single day was Nov 26, 2014 with a return of +32.7%, while the worst single day was Nov 28, 2014 at -22.5%.

UBS Group AG has an annualized alpha of 3.46%, beta of 1.09, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 21, 2014.

• This stock captured 109.54% of S&P 500 Index gains and 105.58% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

UBS ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

UBS Group AG provided a 1.12% dividend yield over the last twelve months, with an annual payout of $0.55 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for UBS Group AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the UBS Group AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UBS Group AG was 61.38%, occurring on Mar 16, 2020. Recovery took 458 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of UBS Group AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how UBS Group AG is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.