UBS vs. BCS
Compare and contrast key facts about UBS Group AG (UBS) and Barclays PLC (BCS).
Performance
UBS vs. BCS - Performance Comparison
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UBS vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | -15.63% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
BCS Barclays PLC | -15.86% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Fundamentals
UBS:
$129.19B
BCS:
$73.44B
UBS:
$2.27
BCS:
$2.04
UBS:
17.18
BCS:
10.36
UBS:
0.31
BCS:
1.87
UBS:
1.99
BCS:
2.64
UBS:
1.43
BCS:
0.94
UBS:
$65.02B
BCS:
$28.09B
UBS:
$46.85B
BCS:
$28.09B
UBS:
$12.04B
BCS:
$7.30B
Returns By Period
The year-to-date returns for both stocks are quite close, with UBS having a -15.63% return and BCS slightly lower at -15.86%. Both investments have delivered pretty close results over the past 10 years, with UBS having a 13.00% annualized return and BCS not far behind at 12.78%.
UBS
- 1D
- 6.54%
- 1M
- -5.70%
- YTD
- -15.63%
- 6M
- -4.71%
- 1Y
- 33.79%
- 3Y*
- 26.47%
- 5Y*
- 22.80%
- 10Y*
- 13.00%
BCS
- 1D
- 4.70%
- 1M
- -12.85%
- YTD
- -15.86%
- 6M
- 3.60%
- 1Y
- 40.55%
- 3Y*
- 48.18%
- 5Y*
- 19.89%
- 10Y*
- 12.78%
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Return for Risk
UBS vs. BCS — Risk / Return Rank
UBS
BCS
UBS vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and Barclays PLC (BCS). 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 | BCS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.30 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.77 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.54 | -0.39 |
Martin ratioReturn relative to average drawdown | 3.34 | 5.42 | -2.08 |
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 | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.30 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.34 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.17 | +0.17 |
Correlation
The correlation between UBS and BCS 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
UBS vs. BCS - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.47%, more than BCS's 2.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.47% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
BCS Barclays PLC | 2.21% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
Drawdowns
UBS vs. BCS - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for UBS and BCS.
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Drawdown Indicators
| UBS | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -94.36% | +32.98% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -26.20% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -48.14% | +14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -66.10% | +4.72% |
Current DrawdownCurrent decline from peak | -20.67% | -37.43% | +16.76% |
Average DrawdownAverage peak-to-trough decline | -19.41% | -38.46% | +19.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.93% | 7.42% | +1.51% |
Volatility
UBS vs. BCS - Volatility Comparison
The current volatility for UBS Group AG (UBS) is 10.52%, while Barclays PLC (BCS) has a volatility of 11.96%. This indicates that UBS experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBS | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.52% | 11.96% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 19.41% | 21.39% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.28% | 31.39% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.16% | 33.89% | -3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.42% | 37.72% | -7.30% |
Financials
UBS vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG and Barclays PLC. 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