UBS Group AG (UBS)
Company Info
CH0244767585
24476758
Nov 21, 2014
Highlights
$100.03B
$1.28
24.53
0.40
$45.68B
$45.13B
$5.28B
$25.86 - $33.34
$32.92
0.24%
5.09
Share Price Chart
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Compare to other instruments
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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 0.21% year-to-date (YTD) and 0.24% in the last 12 months. Over the past 10 years, UBS Group AG had an annualized return of 11.02%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.
UBS
0.21%
-6.18%
-1.52%
0.24%
25.42%
11.02%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.20% | -4.88% | 7.98% | -10.31% | 20.30% | -7.34% | 2.17% | 1.92% | 0.49% | -0.74% | 5.41% | 0.21% | |
| 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% | 7.39% |
| 2021 | 1.84% | 7.85% | 0.06% | 0.76% | 7.06% | -6.29% | 7.43% | 1.09% | -4.32% | 13.86% | -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 | 4.69% | -2.24% | -4.42% | 10.98% | -10.33% | 3.68% | -5.74% | -5.10% | 6.70% | 4.07% | 3.23% | 3.54% | 7.14% |
| 2018 | 10.49% | -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% | 6.64% | -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% | -1.99% | -15.79% | 6.33% | 4.86% | -5.74% | 3.30% | 12.65% | -1.14% | -11.03% |
| 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% | -1.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UBS is 49, 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.
Dividends
Dividend History
UBS Group AG provided a 3.53% dividend yield over the last twelve months, with an annual payout of $1.05 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.05 | $0.55 | $0.50 | $0.37 | $1.46 | $0.69 | $0.65 | $0.61 | $1.48 | $0.80 |
Dividend yield | 3.53% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
Payout Ratio
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.
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 9.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.82% | Jan 29, 2018 | 536 | Mar 16, 2020 | 303 | May 27, 2021 | 839 |
| -41.05% | 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 |
| -17.87% | Mar 7, 2023 | 9 | Mar 17, 2023 | 18 | Apr 13, 2023 | 27 |
Volatility
Volatility Chart
The current UBS Group AG volatility is 7.33%, 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
Valuation
The Valuation section provides an assessment of the market value of UBS Group AG compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UBS in comparison to other companies of the Banks - Diversified industry. Currently, UBS has a PE value of 24.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for UBS in comparison to other companies of the Banks - Diversified industry. Currently, UBS has a PEG value of 0.4. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for UBS Group AG.
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Income Statement
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