UBS vs. BNY
UBS (UBS Group AG) and BNY (The Bank of New York Mellon Corporation) are both stocks. Both operate in the Banks - Diversified industry within the Financial Services sector. Over the past 10 years, UBS returned 15.82%/yr vs 16.08%/yr for BNY. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
UBS vs. BNY - Performance Comparison
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Returns By Period
In the year-to-date period, UBS achieves a 3.43% return, which is significantly lower than BNY's 23.16% return. Both investments have delivered pretty close results over the past 10 years, with UBS having a 15.82% annualized return and BNY not far ahead at 16.08%.
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%
BNY
- 1D
- -0.43%
- 1M
- 8.64%
- YTD
- 23.16%
- 6M
- 24.93%
- 1Y
- 59.92%
- 3Y*
- 51.12%
- 5Y*
- 26.33%
- 10Y*
- 16.08%
UBS vs. BNY - 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% |
BNY The Bank of New York Mellon Corporation | 23.16% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
Correlation
The correlation between UBS and BNY is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2014 | 0.56 |
The correlation between UBS and BNY shifts across timeframes, from 0.38 (1 year) to 0.57 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UBS:
$191.26B
BNY:
$98.99B
UBS:
$2.24
BNY:
$8.43
UBS:
21.14
BNY:
16.81
UBS:
0.38
BNY:
0.83
UBS:
2.58
BNY:
2.47
UBS:
2.06
BNY:
2.51
UBS:
$64.08B
BNY:
$40.65B
UBS:
$42.48B
BNY:
$20.54B
UBS:
$11.15B
BNY:
$8.96B
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Return for Risk
UBS vs. BNY — Risk / Return Rank
UBS
BNY
UBS vs. BNY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and The Bank of New York Mellon Corporation (BNY). 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 | BNY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.49 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 5.93 | -4.30 |
| Martin ratioReturn relative to average drawdown | 4.36 | 16.81 | -12.45 |
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 | BNY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 3.03 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 1.08 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.36 | +0.03 |
Drawdowns
UBS vs. BNY - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum BNY drawdown of -72.28%. Use the drawdown chart below to compare losses from any high point for UBS and BNY.
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Drawdown Indicators
| UBS | BNY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -72.28% | +10.90% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -10.15% | -15.92% |
Max Drawdown (3Y)Largest decline over 3 years | -27.00% | -17.58% | -9.42% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -40.45% | +7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -50.49% | -10.89% |
Current DrawdownCurrent decline from peak | -2.74% | -1.56% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -19.25% | -18.71% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 3.58% | +6.23% |
Volatility
UBS vs. BNY - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 7.09% compared to The Bank of New York Mellon Corporation (BNY) at 4.88%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than BNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBS | BNY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.88% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 20.67% | 15.93% | +4.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.85% | 19.89% | +5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.31% | 24.60% | +5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.38% | 27.05% | +3.33% |
Dividends
UBS vs. BNY - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 1.16%, less than BNY's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNY The Bank of New York Mellon Corporation | 1.50% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
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. BNY - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG and The Bank of New York Mellon Corporation. 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
UBS vs. BNY - Profitability Comparison
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%.
BNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.42B and revenue of 9.86B. Therefore, the gross margin over that period was 54.9%.
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%.
BNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bank of New York Mellon Corporation reported an operating income of 2.02B and revenue of 9.86B, resulting in an operating margin of 20.4%.
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%.
BNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bank of New York Mellon Corporation reported a net income of 1.63B and revenue of 9.86B, resulting in a net margin of 16.6%.
Frequently Asked Questions
UBS and BNY have a correlation of 0.38, 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 BNY (4.88%). In terms of maximum drawdown, UBS dropped -61.38% vs BNY's -72.28%.
BNY currently has the higher Sharpe Ratio (3.03 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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