UBS vs. AMP
UBS (UBS Group AG) and AMP (Ameriprise Financial, Inc.) are both stocks. Both are in the Financial Services sector — UBS in Banks - Diversified, AMP in Asset Management. Over the past 10 years, UBS returned 15.82%/yr vs 18.65%/yr for AMP. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
UBS vs. AMP - Performance Comparison
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Returns By Period
In the year-to-date period, UBS achieves a 3.43% return, which is significantly higher than AMP's -7.75% return. Over the past 10 years, UBS has underperformed AMP with an annualized return of 15.82%, while AMP has yielded a comparatively higher 18.65% annualized return.
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%
AMP
- 1D
- -1.16%
- 1M
- -3.48%
- YTD
- -7.75%
- 6M
- -5.11%
- 1Y
- -12.20%
- 3Y*
- 14.20%
- 5Y*
- 13.17%
- 10Y*
- 18.65%
UBS vs. AMP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.43% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
AMP Ameriprise Financial, Inc. | -7.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
Correlation
The correlation between UBS and AMP is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2014 | 0.58 |
The correlation between UBS and AMP shifts across timeframes, from 0.40 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UBS:
$191.26B
AMP:
$42.47B
UBS:
$2.24
AMP:
$30.77
UBS:
21.14
AMP:
14.60
UBS:
0.38
AMP:
1.86
UBS:
2.58
AMP:
3.02
UBS:
2.06
AMP:
6.84
UBS:
$64.08B
AMP:
$14.42B
UBS:
$42.48B
AMP:
$7.51B
UBS:
$11.15B
AMP:
$5.13B
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Return for Risk
UBS vs. AMP — Risk / Return Rank
UBS
AMP
UBS vs. AMP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and Ameriprise Financial, Inc. (AMP). 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.
| UBS | AMP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.15 | ||
| Sortino ratioReturn per unit of downside risk | +2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.93 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | -0.59 | +2.22 |
| Martin ratioReturn relative to average drawdown | 4.36 | -1.04 | +5.40 |
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
| UBS | AMP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | -0.49 | +2.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.48 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.39 | 0.00 |
Drawdowns
UBS vs. AMP - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum AMP drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for UBS and AMP.
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Drawdown Indicators
| UBS | AMP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -81.14% | +19.76% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -20.87% | -5.20% |
Max Drawdown (3Y)Largest decline over 3 years | -27.00% | -26.39% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -31.54% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -53.88% | -7.50% |
Current DrawdownCurrent decline from peak | -2.74% | -20.34% | +17.60% |
Average DrawdownAverage peak-to-trough decline | -19.25% | -15.13% | -4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 11.74% | -1.93% |
Volatility
UBS vs. AMP - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 7.09% compared to Ameriprise Financial, Inc. (AMP) at 6.00%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBS | AMP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 6.00% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 20.67% | 19.55% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.85% | 24.89% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.31% | 27.83% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.38% | 33.98% | -3.60% |
Dividends
UBS vs. AMP - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 1.16%, less than AMP's 1.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
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
UBS vs. AMP - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG and Ameriprise Financial, Inc.. 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
Frequently Asked Questions
UBS and AMP have a correlation of 0.40, 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 AMP (6.00%). In terms of maximum drawdown, UBS dropped -61.38% vs AMP's -81.14%.
UBS currently has the higher Sharpe Ratio (1.65 vs -0.49), 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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