UBS vs. UBSG.SW
Compare and contrast key facts about UBS Group AG (UBS) and UBS Group AG (UBSG.SW).
Performance
UBS vs. UBSG.SW - Performance Comparison
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UBS vs. UBSG.SW - 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% |
UBSG.SW UBS Group AG | -17.44% | 54.59% | 0.18% | 68.83% | 4.96% | 28.52% | 17.35% | 7.04% | -29.77% | 21.80% |
Different Trading Currencies
UBS is traded in USD, while UBSG.SW is traded in CHF. To make them comparable, the UBSG.SW values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, UBS achieves a -15.63% return, which is significantly higher than UBSG.SW's -17.44% return. Over the past 10 years, UBS has outperformed UBSG.SW with an annualized return of 13.00%, while UBSG.SW has yielded a comparatively lower 12.18% annualized return.
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%
UBSG.SW
- 1D
- 4.17%
- 1M
- -7.43%
- YTD
- -17.44%
- 6M
- -5.62%
- 1Y
- 28.93%
- 3Y*
- 23.99%
- 5Y*
- 21.14%
- 10Y*
- 12.18%
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Return for Risk
UBS vs. UBSG.SW — Risk / Return Rank
UBS
UBSG.SW
UBS vs. UBSG.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and UBS Group AG (UBSG.SW). 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 | UBSG.SW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.03 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.52 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.68 | +0.47 |
Martin ratioReturn relative to average drawdown | 3.34 | 1.83 | +1.51 |
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 | UBSG.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.03 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | -0.00 | +0.34 |
Correlation
The correlation between UBS and UBSG.SW is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UBS vs. UBSG.SW - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.47%, more than UBSG.SW's 1.20% 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% |
UBSG.SW UBS Group AG | 1.20% | 1.00% | 1.15% | 0.95% | 1.35% | 1.04% | 4.16% | 5.73% | 5.31% | 3.34% | 1.57% | 3.84% |
Drawdowns
UBS vs. UBSG.SW - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum UBSG.SW drawdown of -86.60%. Use the drawdown chart below to compare losses from any high point for UBS and UBSG.SW.
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Drawdown Indicators
| UBS | UBSG.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -87.95% | +26.57% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -23.81% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -32.31% | -1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -58.22% | -3.16% |
Current DrawdownCurrent decline from peak | -20.67% | -40.15% | +19.48% |
Average DrawdownAverage peak-to-trough decline | -19.41% | -49.82% | +30.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.93% | 9.66% | -0.73% |
Volatility
UBS vs. UBSG.SW - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 10.52% compared to UBS Group AG (UBSG.SW) at 9.22%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than UBSG.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBS | UBSG.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.52% | 9.22% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 19.41% | 18.77% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.28% | 28.76% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.16% | 30.17% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.42% | 29.34% | +1.08% |
Financials
UBS vs. UBSG.SW - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG 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