UBS Group AG (UBSG.SW)
Company Info
| ISIN | CH0244767585 |
|---|---|
| Sector | Financial Services |
| Industry | Banks—Diversified |
Highlights
| Market Cap | CHF 86.41B |
|---|---|
| EPS | CHF 7.86 |
| PE Ratio | 3.43 |
| PEG Ratio | 0.60 |
| Revenue (TTM) | CHF 43.54B |
| Gross Profit (TTM) | CHF 34.42B |
| Year Range | CHF 16.82 - CHF 28.26 |
| Target Price | CHF 28.27 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: UBSG.SW vs. ^SSMI, UBSG.SW vs. VGT, UBSG.SW vs. VOO, UBSG.SW vs. BAC, UBSG.SW vs. SREN.SW, UBSG.SW vs. JPM, UBSG.SW vs. IBIT
Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 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 7.38% year-to-date (YTD) and 63.27% in the last 12 months. Over the past 10 years, UBS Group AG had an annualized return of 7.78%, while the S&P 500 had an annualized return of 10.97%, indicating that UBS Group AG did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.38% | 11.29% |
| 1 month | 6.77% | 4.87% |
| 6 months | 24.06% | 17.88% |
| 1 year | 63.27% | 29.16% |
| 5 years (annualized) | 20.21% | 13.20% |
| 10 years (annualized) | 7.78% | 10.97% |
Monthly Returns
The table below presents the monthly returns of UBSG.SW, 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 | -0.42% | -3.00% | 10.04% | -11.38% | 7.38% | ||||||||
| 2023 | 12.99% | 5.20% | -5.67% | -5.10% | -4.57% | 4.96% | 6.52% | 21.92% | -3.45% | -6.48% | 16.07% | 5.97% | 53.72% |
| 2022 | 4.14% | -1.26% | 7.46% | -6.63% | 7.96% | -14.71% | 0.62% | 0.29% | -6.79% | 9.78% | 8.40% | -0.12% | 6.20% |
| 2021 | 3.25% | 9.51% | 3.79% | -3.74% | 4.74% | -2.91% | 5.51% | 2.28% | -1.83% | 10.97% | -4.24% | 3.01% | 33.21% |
| 2020 | -1.84% | -11.67% | -14.66% | 14.30% | 1.44% | 5.87% | -1.93% | 2.71% | -6.24% | 3.35% | 24.38% | -3.26% | 6.70% |
| 2019 | 5.03% | -1.17% | -4.96% | 13.21% | -10.88% | 0.43% | -4.35% | -5.81% | 8.42% | 2.74% | 4.12% | 0.87% | 5.36% |
| 2018 | 5.35% | -4.39% | -7.06% | -0.15% | -7.84% | 3.20% | 6.46% | -7.23% | 2.41% | -9.10% | -4.22% | -9.34% | -29.02% |
| 2017 | 0.13% | -3.13% | 3.62% | 6.05% | -6.18% | 5.45% | 3.57% | -6.06% | 4.75% | 2.60% | 0.06% | 5.59% | 16.49% |
| 2016 | -13.78% | -8.85% | 0.98% | 7.17% | -3.74% | -18.16% | 6.20% | 6.52% | -6.96% | 5.82% | 15.50% | -1.36% | -15.00% |
| 2015 | -9.95% | 8.84% | 9.37% | 2.95% | 9.99% | -1.93% | 12.20% | -9.98% | -8.90% | 9.83% | -0.15% | -1.17% | 18.72% |
| 2014 | 6.32% | 4.89% | -3.23% | 0.77% | -0.93% | -9.51% | -3.69% | 5.04% | 1.21% | 0.24% | 3.89% | -1.50% | 2.41% |
| 2013 | 10.58% | -6.02% | -1.89% | 14.09% | 3.39% | -5.47% | 13.37% | -1.15% | 2.66% | -5.08% | -1.59% | -2.08% | 19.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of UBSG.SW is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
UBSG.SW (UBS Group AG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UBS Group AG (UBSG.SW) 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 1.15% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 0.32 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 0.32 | CHF 0.25 | CHF 0.23 | CHF 0.17 | CHF 0.52 | CHF 0.70 | CHF 0.65 | CHF 0.60 | CHF 0.60 | CHF 0.75 | CHF 0.25 | CHF 0.15 |
Dividend yield | 1.15% | 0.95% | 1.35% | 1.04% | 4.16% | 5.73% | 5.31% | 3.34% | 3.76% | 3.84% | 1.46% | 0.89% |
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 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.32 | CHF 0.00 | CHF 0.32 | |||||||
| 2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.25 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.23 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.23 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.17 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.17 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.18 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.34 | CHF 0.00 | CHF 0.52 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.70 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.70 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.65 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.65 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.60 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.60 |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.60 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.60 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.50 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.75 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.25 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.25 |
| 2013 | CHF 0.15 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.15 |
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 87.95%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current UBS Group AG drawdown is 45.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.95% | Jun 4, 2007 | 443 | Mar 9, 2009 | — | — | — |
| -58.65% | Jul 21, 1998 | 52 | Sep 30, 1998 | 1756 | Sep 20, 2005 | 1808 |
| -23.34% | Mar 22, 1996 | 204 | Jan 20, 1997 | 82 | May 21, 1997 | 286 |
| -18.69% | May 9, 2006 | 49 | Jul 18, 2006 | 56 | Oct 5, 2006 | 105 |
| -15.76% | Jul 8, 1997 | 29 | Aug 18, 1997 | 71 | Nov 25, 1997 | 100 |
Volatility
Volatility Chart
The current UBS Group AG volatility is 9.80%, 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 |