NMR vs. UBS
Compare and contrast key facts about Nomura Holdings, Inc. (NMR) and UBS Group AG (UBS).
Performance
NMR vs. UBS - Performance Comparison
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NMR vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMR Nomura Holdings, Inc. | -2.86% | 54.10% | 34.05% | 21.84% | -10.28% | -18.76% | 4.39% | 38.71% | -36.08% | 0.16% |
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
NMR:
$24.72B
UBS:
$131.40B
NMR:
$118.00
UBS:
$2.27
NMR:
0.07
UBS:
17.48
NMR:
0.00
UBS:
0.32
NMR:
0.01
UBS:
2.02
NMR:
0.01
UBS:
1.46
NMR:
$4.38T
UBS:
$65.02B
NMR:
$1.80T
UBS:
$46.85B
NMR:
$529.89B
UBS:
$12.04B
Returns By Period
In the year-to-date period, NMR achieves a -2.86% return, which is significantly higher than UBS's -14.19% return. Over the past 10 years, NMR has underperformed UBS with an annualized return of 8.80%, while UBS has yielded a comparatively higher 13.19% annualized return.
NMR
- 1D
- 3.30%
- 1M
- -5.78%
- YTD
- -2.86%
- 6M
- 14.15%
- 1Y
- 36.80%
- 3Y*
- 34.12%
- 5Y*
- 12.12%
- 10Y*
- 8.80%
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
NMR vs. UBS — Risk / Return Rank
NMR
UBS
NMR vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Holdings, Inc. (NMR) 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.
| NMR | UBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.29 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.87 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.38 | +0.21 |
Martin ratioReturn relative to average drawdown | 4.90 | 4.01 | +0.89 |
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
| NMR | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.29 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.77 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.43 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.34 | -0.35 |
Correlation
The correlation between NMR and UBS is 0.47, 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
NMR vs. UBS - Dividend Comparison
NMR's dividend yield for the trailing twelve months is around 2.13%, less than UBS's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMR Nomura Holdings, Inc. | 2.13% | 4.91% | 4.29% | 1.20% | 3.86% | 0.00% | 0.86% | 0.00% | 0.00% | 1.70% | 1.79% | 3.34% |
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
NMR vs. UBS - Drawdown Comparison
The maximum NMR drawdown since its inception was -89.27%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for NMR and UBS.
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Drawdown Indicators
| NMR | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.27% | -61.38% | -27.89% |
Max Drawdown (1Y)Largest decline over 1 year | -22.43% | -26.07% | +3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -33.41% | -11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.34% | -61.38% | +6.04% |
Current DrawdownCurrent decline from peak | -59.96% | -19.31% | -40.65% |
Average DrawdownAverage peak-to-trough decline | -61.52% | -19.41% | -42.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.28% | 8.99% | -1.71% |
Volatility
NMR vs. UBS - Volatility Comparison
Nomura Holdings, Inc. (NMR) and UBS Group AG (UBS) have volatilities of 10.64% and 10.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMR | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.64% | 10.28% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 22.42% | 19.48% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.49% | 29.16% | +4.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.35% | 30.15% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.01% | 30.42% | +0.59% |
Financials
NMR vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Nomura Holdings, 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