BCS vs. UBS
Compare and contrast key facts about Barclays PLC (BCS) and UBS Group AG (UBS).
Performance
BCS vs. UBS - Performance Comparison
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BCS vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | -13.20% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
UBS UBS Group AG | -14.19% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Fundamentals
BCS:
$75.77B
UBS:
$131.40B
BCS:
$2.04
UBS:
$2.27
BCS:
10.69
UBS:
17.48
BCS:
1.93
UBS:
0.32
BCS:
2.73
UBS:
2.02
BCS:
0.97
UBS:
1.46
BCS:
$28.09B
UBS:
$65.02B
BCS:
$28.09B
UBS:
$46.85B
BCS:
$7.30B
UBS:
$12.04B
Returns By Period
In the year-to-date period, BCS achieves a -13.20% return, which is significantly higher than UBS's -14.19% return. Both investments have delivered pretty close results over the past 10 years, with BCS having a 13.13% annualized return and UBS not far ahead at 13.19%.
BCS
- 1D
- 3.17%
- 1M
- -7.93%
- YTD
- -13.20%
- 6M
- 7.24%
- 1Y
- 44.62%
- 3Y*
- 49.73%
- 5Y*
- 20.64%
- 10Y*
- 13.13%
UBS
- 1D
- 1.71%
- 1M
- -2.79%
- YTD
- -14.19%
- 6M
- -1.68%
- 1Y
- 37.34%
- 3Y*
- 27.18%
- 5Y*
- 23.22%
- 10Y*
- 13.19%
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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.
| BCS | UBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.29 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.87 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.38 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.98 | 4.01 | +1.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCS | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.29 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.77 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.43 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.34 | -0.17 |
Correlation
The correlation between BCS and UBS is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BCS vs. UBS - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 2.14%, less than UBS's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 2.14% | 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 | 3.41% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
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 (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 | -35.45% | -19.31% | -16.14% |
Average DrawdownAverage peak-to-trough decline | -38.46% | -19.41% | -19.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.53% | 8.99% | -1.46% |
Volatility
BCS vs. UBS - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 12.26% compared to UBS Group AG (UBS) at 10.28%. 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 | 12.26% | 10.28% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 21.61% | 19.48% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.53% | 29.16% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.92% | 30.15% | +3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 30.42% | +7.31% |
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