UBSG.SW vs. UBS
Compare and contrast key facts about UBS Group AG (UBSG.SW) and UBS Group AG (UBS).
Performance
UBSG.SW vs. UBS - Performance Comparison
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UBSG.SW vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBSG.SW UBS Group AG | -16.86% | 35.41% | 7.61% | 53.72% | 6.20% | 33.21% | 6.69% | 5.35% | -29.02% | 16.49% |
UBS UBS Group AG | -15.16% | 39.98% | 10.07% | 52.64% | 7.37% | 31.70% | 8.04% | 5.33% | -32.03% | 16.37% |
Different Trading Currencies
UBSG.SW is traded in CHF, while UBS is traded in USD. To make them comparable, the UBS values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, UBSG.SW achieves a -16.86% return, which is significantly lower than UBS's -15.16% return. Over the past 10 years, UBSG.SW has underperformed UBS with an annualized return of 10.13%, while UBS has yielded a comparatively higher 10.95% annualized return.
UBSG.SW
- 1D
- 3.96%
- 1M
- -4.00%
- YTD
- -16.86%
- 6M
- -5.48%
- 1Y
- 16.19%
- 3Y*
- 18.43%
- 5Y*
- 17.16%
- 10Y*
- 10.13%
UBS
- 1D
- 6.45%
- 1M
- -2.09%
- YTD
- -15.16%
- 6M
- -4.40%
- 1Y
- 20.71%
- 3Y*
- 20.81%
- 5Y*
- 18.79%
- 10Y*
- 10.95%
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Return for Risk
UBSG.SW vs. UBS — Risk / Return Rank
UBSG.SW
UBS
UBSG.SW vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBSG.SW) and UBS Group AG (UBS). 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.
| UBSG.SW | UBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.66 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.10 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.73 | -0.49 |
Martin ratioReturn relative to average drawdown | 0.60 | 1.96 | -1.36 |
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
| UBSG.SW | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.66 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.64 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.36 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.27 | -0.18 |
Correlation
The correlation between UBSG.SW and UBS 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
UBSG.SW vs. UBS - Dividend Comparison
UBSG.SW's dividend yield for the trailing twelve months is around 1.20%, less than UBS's 3.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
UBSG.SW vs. UBS - Drawdown Comparison
The maximum UBSG.SW drawdown since its inception was -87.95%, which is greater than UBS's maximum drawdown of -62.27%. Use the drawdown chart below to compare losses from any high point for UBSG.SW and UBS.
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Drawdown Indicators
| UBSG.SW | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.95% | -61.38% | -26.57% |
Max Drawdown (1Y)Largest decline over 1 year | -23.81% | -26.07% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -33.41% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -58.22% | -61.38% | +3.16% |
Current DrawdownCurrent decline from peak | -40.15% | -20.67% | -19.48% |
Average DrawdownAverage peak-to-trough decline | -49.82% | -19.41% | -30.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.66% | 8.93% | +0.73% |
Volatility
UBSG.SW vs. UBS - Volatility Comparison
The current volatility for UBS Group AG (UBSG.SW) is 8.71%, while UBS Group AG (UBS) has a volatility of 9.93%. This indicates that UBSG.SW experiences smaller price fluctuations and is considered to be less risky than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBSG.SW | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.71% | 9.93% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 18.80% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.57% | 31.46% | -3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.89% | 29.69% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.85% | 30.58% | -1.73% |
Financials
UBSG.SW vs. UBS - 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