UBS vs. STT
UBS (UBS Group AG) and STT (State Street Corporation) are both stocks. Both are in the Financial Services sector — UBS in Banks - Diversified, STT in Asset Management. Over the past 10 years, UBS returned 15.82%/yr vs 13.81%/yr for STT. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
UBS vs. STT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBS achieves a 3.43% return, which is significantly lower than STT's 27.09% return. Over the past 10 years, UBS has outperformed STT with an annualized return of 15.82%, while STT has yielded a comparatively lower 13.81% 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%
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 vs. STT - 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% |
STT State Street Corporation | 27.09% | 35.54% | 30.18% | 3.54% | -13.75% | 31.03% | -4.76% | 29.35% | -33.97% | 27.84% |
Correlation
The correlation between UBS and STT 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 UBS and STT shifts across timeframes, from 0.47 (3 years) to 0.59 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UBS:
$2.24
STT:
$10.18
UBS:
21.14
STT:
15.89
UBS:
0.38
STT:
1.61
UBS:
2.58
STT:
2.07
UBS:
$64.08B
STT:
$22.63B
UBS:
$42.48B
STT:
$13.89B
UBS:
$11.15B
STT:
$4.29B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBS vs. STT — Risk / Return Rank
UBS
STT
UBS vs. STT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and State Street Corporation (STT). 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 | STT | 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 | 1.28 | 1.45 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 5.85 | -4.22 |
| Martin ratioReturn relative to average drawdown | 4.36 | 17.82 | -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. | |||
Loading charts...
Sharpe Ratios by Period
| UBS | STT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 2.77 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.58 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.42 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.31 | +0.09 |
Drawdowns
UBS vs. STT - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum STT drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for UBS and STT.
Loading charts...
Drawdown Indicators
| UBS | STT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -82.26% | +20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -11.79% | -14.28% |
Max Drawdown (3Y)Largest decline over 3 years | -27.00% | -25.68% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -41.45% | +8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -59.59% | -1.79% |
Current DrawdownCurrent decline from peak | -2.74% | -0.58% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -19.25% | -20.48% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 3.87% | +5.94% |
Volatility
UBS vs. STT - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 7.09% compared to State Street Corporation (STT) at 6.21%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than STT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBS | STT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 6.21% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 20.67% | 18.48% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.85% | 24.96% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.31% | 30.45% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.38% | 32.92% | -2.54% |
Dividends
UBS vs. STT - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 1.16%, less than STT's 2.03% 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
UBS vs. STT - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG and State Street 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. STT - 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%.
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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
UBS and STT 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, UBS dropped -61.38% vs STT's -82.26%.
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.
Find the right allocation for UBS and STT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer