BCS vs. UBS
BCS (Barclays PLC) and UBS (UBS Group AG) are both stocks. Both operate in the Banks - Diversified industry within the Financial Services sector. Over the past 10 years, BCS returned 16.89%/yr vs 18.26%/yr for UBS. Their 0.68 correlation means they have sometimes moved together and sometimes differently.
Performance
BCS vs. UBS - Performance Comparison
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Returns By Period
In the year-to-date period, BCS achieves a 9.35% return, which is significantly lower than UBS's 15.35% return. Over the past 10 years, BCS has underperformed UBS with an annualized return of 16.89%, while UBS has yielded a comparatively higher 18.26% annualized return.
BCS
- 1D
- -0.72%
- 1M
- -0.97%
- 6M
- 4.04%
- YTD
- 9.35%
- 1Y
- 46.89%
- 3Y*
- 57.44%
- 5Y*
- 27.36%
- 10Y*
- 16.89%
- ALL TIME*
- 7.92%
UBS
- 1D
- -1.22%
- 1M
- 3.33%
- 6M
- 13.30%
- YTD
- 15.35%
- 1Y
- 45.68%
- 3Y*
- 38.65%
- 5Y*
- 29.42%
- 10Y*
- 18.26%
- ALL TIME*
- 13.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BCS Barclays PLC | $176.15M | $156.99M | $139.51M |
UBS UBS Group AG | $106.91M | $101.38M | $102.20M |
BCS vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 9.35% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
UBS UBS Group AG | 15.35% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Correlation
The correlation between BCS and UBS is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2014 | 0.68 |
The correlation between BCS and UBS has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
Fundamentals
BCS:
$92.72B
UBS:
$172.87B
BCS:
£3.03
UBS:
$1.62
BCS:
6.75
UBS:
32.50
BCS:
0.98
UBS:
0.51
BCS:
1.33
UBS:
4.43
BCS:
£39.85B
UBS:
$69.77B
BCS:
£37.85B
UBS:
$50.80B
BCS:
£10.04B
UBS:
$15.20B
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Return for Risk
BCS vs. UBS — Risk / Return Rank
BCS
UBS
BCS vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and UBS Group AG (UBS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCS | UBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.66 | -0.01 |
| Martin ratioReturn relative to average drawdown | 4.64 | 4.41 | +0.23 |
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Drawdowns
BCS vs. UBS - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.36%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for BCS and UBS.
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Drawdown Indicators
| BCS | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -61.38% | -32.98% |
Max Drawdown (1Y)Largest decline over 1 year | -26.20% | -26.07% | -0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -27.00% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -48.14% | -33.41% | -14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -66.10% | -61.38% | -4.72% |
Current DrawdownCurrent decline from peak | -18.68% | -4.23% | -14.45% |
Average DrawdownAverage peak-to-trough decline | -38.36% | -19.03% | -19.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.29% | 9.80% | -0.51% |
Volatility
BCS vs. UBS - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 12.35% compared to UBS Group AG (UBS) at 8.58%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCS | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.35% | 8.58% | +3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 26.59% | 20.92% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.04% | 26.15% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.18% | 30.40% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.41% | 29.90% | +6.51% |
Dividends
BCS vs. UBS - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 1.70%, more than UBS's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.70% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
UBS UBS Group AG | 1.04% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
Financials
BCS vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Barclays PLC and UBS Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BCS vs. UBS - Profitability Comparison
BCS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a gross profit of 18.13B and revenue of 18.13B. Therefore, the gross margin over that period was 100.0%.
UBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UBS Group AG reported a gross profit of 13.23B and revenue of 13.35B. Therefore, the gross margin over that period was 99.1%.
BCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported an operating income of 3.25B and revenue of 18.13B, resulting in an operating margin of 17.9%.
UBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UBS Group AG reported an operating income of 3.59B and revenue of 13.35B, resulting in an operating margin of 26.9%.
BCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a net income of 2.50B and revenue of 18.13B, resulting in a net margin of 13.8%.
UBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UBS Group AG reported a net income of 2.80B and revenue of 13.35B, resulting in a net margin of 21.0%.
Frequently Asked Questions
BCS and UBS have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (12.35%) compared to UBS (8.58%). In terms of maximum drawdown, BCS dropped -94.36% vs UBS's -61.38%.
UBS currently has the higher Sharpe Ratio (1.66 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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