STT vs. UBS
STT (State Street Corporation) and UBS (UBS Group AG) are both stocks. Both are in the Financial Services sector — STT in Asset Management, UBS in Banks - Diversified. Over the past 10 years, STT returned 13.81%/yr vs 15.82%/yr for UBS. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
STT vs. UBS - Performance Comparison
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Returns By Period
In the year-to-date period, STT achieves a 27.09% return, which is significantly higher than UBS's 3.43% return. Over the past 10 years, STT has underperformed UBS with an annualized return of 13.81%, while UBS has yielded a comparatively higher 15.82% annualized return.
STT
- 1D
- 0.04%
- 1M
- 8.24%
- YTD
- 27.09%
- 6M
- 32.15%
- 1Y
- 68.67%
- 3Y*
- 34.19%
- 5Y*
- 17.55%
- 10Y*
- 13.81%
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%
STT vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STT State Street Corporation | 27.09% | 35.54% | 30.18% | 3.54% | -13.75% | 31.03% | -4.76% | 29.35% | -33.97% | 27.84% |
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 STT and UBS is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2014 | 0.58 |
The correlation between STT and UBS shifts across timeframes, from 0.47 (3 years) to 0.59 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
STT:
$10.18
UBS:
$2.24
STT:
15.89
UBS:
21.14
STT:
1.61
UBS:
0.38
STT:
2.07
UBS:
2.58
STT:
$22.63B
UBS:
$64.08B
STT:
$13.89B
UBS:
$42.48B
STT:
$4.29B
UBS:
$11.15B
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Return for Risk
STT vs. UBS — Risk / Return Rank
STT
UBS
STT vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Corporation (STT) 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.
| STT | UBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.28 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 5.85 | 1.64 | +4.22 |
| Martin ratioReturn relative to average drawdown | 17.82 | 4.36 | +13.46 |
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
| STT | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.77 | 1.65 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.89 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.52 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.39 | -0.09 |
Drawdowns
STT vs. UBS - Drawdown Comparison
The maximum STT drawdown since its inception was -82.26%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for STT and UBS.
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Drawdown Indicators
| STT | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.26% | -61.38% | -20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -26.07% | +14.28% |
Max Drawdown (3Y)Largest decline over 3 years | -25.68% | -27.00% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -41.45% | -33.41% | -8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -59.59% | -61.38% | +1.79% |
Current DrawdownCurrent decline from peak | -0.58% | -2.74% | +2.16% |
Average DrawdownAverage peak-to-trough decline | -20.48% | -19.25% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 9.81% | -5.94% |
Volatility
STT vs. UBS - Volatility Comparison
The current volatility for State Street Corporation (STT) is 6.21%, while UBS Group AG (UBS) has a volatility of 7.09%. This indicates that STT experiences smaller price fluctuations and is considered to be less risky 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
| STT | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 7.09% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 18.48% | 20.67% | -2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 25.85% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.45% | 30.31% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.92% | 30.38% | +2.54% |
Dividends
STT vs. UBS - Dividend Comparison
STT's dividend yield for the trailing twelve months is around 2.03%, more than UBS's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STT State Street Corporation | 2.03% | 2.42% | 2.18% | 3.41% | 3.09% | 2.34% | 2.86% | 2.50% | 2.82% | 1.64% | 1.85% | 1.99% |
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
STT vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between State Street Corporation 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
STT vs. UBS - Profitability Comparison
STT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, State Street Corporation reported a gross profit of 3.64B and revenue of 5.59B. Therefore, the gross margin over that period was 65.1%.
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%.
STT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, State Street Corporation reported an operating income of 918.00M and revenue of 5.59B, resulting in an operating margin of 16.4%.
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%.
STT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, State Street Corporation reported a net income of 747.00M and revenue of 5.59B, resulting in a net margin of 13.4%.
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
STT and UBS have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBS has higher volatility (7.09%) compared to STT (6.21%). In terms of maximum drawdown, STT dropped -82.26% vs UBS's -61.38%.
STT currently has the higher Sharpe Ratio (2.77 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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