UBS Group AG (UBS)
Company Info
CH0244767585
24476758
Nov 21, 2014
Highlights
$106.09B
$1.53
21.75
0.40
$45.76B
$45.76B
$7.20B
$25.34 - $35.28
$31.60
0.29%
2.61
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
UBS Group AG (UBS) returned 11.50% year-to-date (YTD) and 10.26% over the past 12 months. Over the past 10 years, UBS returned 10.09% annually, underperforming the S&P 500 benchmark at 10.79%.
UBS
11.50%
16.98%
6.71%
10.26%
33.39%
10.09%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of UBS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 16.82% | -3.19% | -10.67% | 0.26% | 10.09% | 11.50% | |||||||
| 2024 | -3.20% | -4.88% | 7.98% | -10.31% | 20.30% | -7.34% | 2.17% | 1.92% | 0.49% | -0.74% | 5.41% | -6.25% | 2.03% |
| 2023 | 14.94% | 1.49% | -2.02% | -2.61% | -6.62% | 7.19% | 9.37% | 20.48% | -7.71% | -4.83% | 20.42% | 9.38% | 69.87% |
| 2022 | 4.48% | -2.84% | 7.72% | -11.41% | 12.05% | -14.04% | 0.12% | -2.40% | -8.45% | 9.30% | 16.27% | 1.25% | 7.40% |
| 2021 | 1.84% | 7.85% | 0.06% | 0.76% | 7.06% | -6.29% | 7.43% | 1.09% | -4.32% | 13.87% | -4.79% | 3.41% | 29.43% |
| 2020 | -1.67% | -11.07% | -15.82% | 16.20% | 11.55% | 7.85% | 1.21% | 4.02% | -8.23% | 4.84% | 24.07% | -0.07% | 29.23% |
| 2019 | 4.68% | -2.24% | -4.42% | 10.98% | -10.33% | 3.67% | -5.74% | -5.10% | 6.70% | 4.07% | 3.23% | 3.54% | 7.14% |
| 2018 | 10.50% | -6.64% | -6.91% | -4.87% | -5.72% | 0.79% | 7.04% | -4.63% | 0.45% | -11.63% | -2.66% | -8.50% | -29.94% |
| 2017 | 2.81% | -4.59% | 3.77% | 6.65% | -3.29% | 6.86% | 2.65% | -5.68% | 4.32% | -0.82% | 1.00% | 7.04% | 21.50% |
| 2016 | -14.09% | -8.53% | 5.26% | 7.80% | -1.98% | -15.79% | 6.33% | 4.86% | -5.74% | 3.30% | 12.65% | -1.14% | -11.02% |
| 2015 | -2.17% | 4.86% | 7.32% | 6.93% | 10.28% | -1.76% | 8.77% | -10.28% | -9.30% | 8.15% | -4.34% | 1.10% | 18.07% |
| 2014 | 3.45% | -5.23% | -1.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UBS is 66, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS Group AG (UBS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
UBS Group AG provided a 1.35% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.45 | $1.05 | $0.55 | $0.50 | $0.37 | $1.46 | $0.69 | $0.65 | $0.61 | $1.48 | $0.80 |
Dividend yield | 1.35% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.45 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.70 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $1.46 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 |
| 2015 | $0.54 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.80 |
Dividend Yield & Payout
Dividend Yield
UBS Group AG has a dividend yield of 1.35%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
UBS Group AG has a payout ratio of 25.28%, which is quite average when compared to the overall market. This suggests that UBS Group AG strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 59.82%, occurring on Mar 16, 2020. Recovery took 303 trading sessions.
The current UBS Group AG drawdown is 5.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.82% | Jan 29, 2018 | 536 | Mar 16, 2020 | 303 | May 27, 2021 | 839 |
| -41.04% | Aug 4, 2015 | 234 | Jul 7, 2016 | 387 | Jan 19, 2018 | 621 |
| -32.48% | Feb 10, 2022 | 169 | Oct 12, 2022 | 64 | Jan 13, 2023 | 233 |
| -30.04% | Nov 28, 2014 | 34 | Jan 16, 2015 | 124 | Jul 16, 2015 | 158 |
| -27% | Jan 28, 2025 | 50 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of UBS Group AG, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 29.0% positive surprise.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for UBS, comparing it with other companies in the Banks - Diversified industry. Currently, UBS has a P/E ratio of 21.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for UBS compared to other companies in the Banks - Diversified industry. UBS currently has a PEG ratio of 0.4. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UBS relative to other companies in the Banks - Diversified industry. Currently, UBS has a P/S ratio of 2.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for UBS in comparison with other companies in the Banks - Diversified industry. Currently, UBS has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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