BEN vs. UBS
BEN (Franklin Resources, Inc.) and UBS (UBS Group AG) are both stocks. Both are in the Financial Services sector — BEN in Asset Management, UBS in Banks - Diversified. Over the past 10 years, BEN returned 4.28%/yr vs 15.82%/yr for UBS. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
BEN vs. UBS - Performance Comparison
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Returns By Period
In the year-to-date period, BEN achieves a 33.31% return, which is significantly higher than UBS's 3.43% return. Over the past 10 years, BEN has underperformed UBS with an annualized return of 4.28%, while UBS has yielded a comparatively higher 15.82% annualized return.
BEN
- 1D
- 0.19%
- 1M
- 1.10%
- YTD
- 33.31%
- 6M
- 39.64%
- 1Y
- 51.74%
- 3Y*
- 11.88%
- 5Y*
- 2.91%
- 10Y*
- 4.28%
UBS
- 1D
- 0.60%
- 1M
- 4.55%
- YTD
- 3.43%
- 6M
- 16.80%
- 1Y
- 42.47%
- 3Y*
- 37.29%
- 5Y*
- 26.95%
- 10Y*
- 15.82%
BEN vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 33.31% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
UBS UBS Group AG | 3.43% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Correlation
The correlation between BEN and UBS is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2014 | 0.55 |
The correlation between BEN and UBS has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.
Fundamentals
BEN:
$16.27B
UBS:
$191.26B
BEN:
$1.57
UBS:
$2.24
BEN:
19.99
UBS:
21.14
BEN:
1.80
UBS:
2.58
BEN:
1.34
UBS:
2.06
BEN:
$9.03B
UBS:
$64.08B
BEN:
$6.66B
UBS:
$42.48B
BEN:
$1.77B
UBS:
$11.15B
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Return for Risk
BEN vs. UBS — Risk / Return Rank
BEN
UBS
BEN vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) 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.
| BEN | UBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.28 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.64 | +1.07 |
| Martin ratioReturn relative to average drawdown | 6.80 | 4.36 | +2.44 |
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
| BEN | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.65 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.89 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.52 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.07 |
Drawdowns
BEN vs. UBS - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for BEN and UBS.
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Drawdown Indicators
| BEN | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -61.38% | -11.42% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -26.07% | +6.86% |
Max Drawdown (3Y)Largest decline over 3 years | -40.01% | -27.00% | -13.01% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -33.41% | -14.02% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -61.38% | -0.72% |
Current DrawdownCurrent decline from peak | -9.96% | -2.74% | -7.22% |
Average DrawdownAverage peak-to-trough decline | -22.88% | -19.25% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.63% | 9.81% | -2.18% |
Volatility
BEN vs. UBS - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.66% compared to UBS Group AG (UBS) at 7.09%. This indicates that BEN'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
| BEN | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 7.09% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 21.42% | 20.67% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.56% | 25.85% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.13% | 30.31% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.96% | 30.38% | +2.58% |
Dividends
BEN vs. UBS - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 4.14%, more than UBS's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 4.14% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
UBS UBS Group AG | 1.16% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
Financials
BEN vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. 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
BEN vs. UBS - Profitability Comparison
BEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported a gross profit of 1.21B and revenue of 2.29B. Therefore, the gross margin over that period was 52.8%.
UBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a gross profit of 14.51B and revenue of 20.20B. Therefore, the gross margin over that period was 71.8%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported an operating income of 323.30M and revenue of 2.29B, resulting in an operating margin of 14.1%.
UBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported an operating income of 3.77B and revenue of 20.20B, resulting in an operating margin of 18.7%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Franklin Resources, Inc. reported a net income of 346.60M and revenue of 2.29B, resulting in a net margin of 15.1%.
UBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a net income of 2.98B and revenue of 20.20B, resulting in a net margin of 14.8%.
Frequently Asked Questions
BEN and UBS have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEN has higher volatility (8.66%) compared to UBS (7.09%). In terms of maximum drawdown, BEN dropped -72.80% vs UBS's -61.38%.
BEN currently has the higher Sharpe Ratio (1.89 vs 1.65), 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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