UBS Group AG (UBS)
Company Info
| ISIN | CH0244767585 |
|---|---|
| CUSIP | 24476758 |
| Sector | Financial Services |
| Industry | Banks—Diversified |
Highlights
| Market Cap | $88.11B |
|---|---|
| EPS | $8.45 |
| PE Ratio | 3.24 |
| PEG Ratio | 0.59 |
| Revenue (TTM) | $39.61B |
| Gross Profit (TTM) | $34.42B |
| EBITDA (TTM) | -$596.70M |
| Year Range | $18.71 - $32.13 |
| Target Price | $32.49 |
| Short % | 0.38% |
| Short Ratio | 4.45 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: UBS vs. SPY, UBS vs. JPM, UBS vs. FXAIX, UBS vs. VOOG, UBS vs. BAC, UBS vs. QQQ, UBS vs. VOO, UBS vs. NESN.SW, UBS vs. ORA.PA, UBS vs. VONG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in UBS Group AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
UBS Group AG had a return of -13.11% year-to-date (YTD) and 33.98% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -13.11% | 5.57% |
| 1 month | -12.60% | -4.16% |
| 6 months | 14.45% | 20.07% |
| 1 year | 33.98% | 20.82% |
| 5 years (annualized) | 21.36% | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.20% | -4.88% | 7.98% | -12.60% | ||||||||
| 2023 | -4.83% | 20.42% | 9.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of UBS is 85, placing it in the top 15% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
UBS Group AG(UBS)
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.
Dividends
Dividend History
UBS Group AG granted a 1.30% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.55 | $0.50 | $0.37 | $1.46 | $0.69 | $0.65 | $0.60 | $0.88 | $0.80 |
Dividend yield | 1.30% | 1.79% | 2.68% | 2.07% | 10.31% | 5.47% | 5.24% | 3.27% | 5.58% | 4.10% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 |
| 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 |
| 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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.54 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 15.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.82% | Jan 29, 2018 | 536 | Mar 16, 2020 | 303 | May 27, 2021 | 839 |
| -43.26% | Aug 4, 2015 | 234 | Jul 7, 2016 | 392 | Jan 26, 2018 | 626 |
| -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 |
| -17.87% | Mar 7, 2023 | 9 | Mar 17, 2023 | 18 | Apr 13, 2023 | 27 |
Volatility
Volatility Chart
The current UBS Group AG volatility is 6.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |