UBS Group AG logo

UBS Group AG

UBS

NYSEFinancial ServicesBanks - Diversified

Regular session

$53.985

+$0.275 · +0.51%

Aug 25, 1:19 PM ET

UBS company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

80

Undervalued

Momentum

61

Gaining

Sentiment

38

Bearish

Risk resilience

82

Low Risk

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Company profile

Company website

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.

Industry
Banks - Diversified
Sector
Financial Services
Headquarters
CH
CEO
Sergio Ermotti
Listed since
May 16, 2000
Employees
103,177

Market position

Day range

Current $53.985

52-week range

Current $53.985

Open
$53.82
Previous close
$53.71
Volume
644.69K
0.31× average
Average volume
2.06M
Average daily volume
Market cap
176.95B USD
Beta
0.83
Market reference 1
50-day average
$52.0444
+3.73% above average
200-day average
$45.2224
+19.38% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
18.07×
P/B (TTM)
1.87×
P/S (TTM)
2.87×
Dividend yield
1.98%

Profitability & efficiency

Gross margin
79.46%
Operating margin
18.92%
Net margin
15.11%

Financial health

Debt / equity
4.21×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends100%66%32%-2%Gross margin, FY2021: 91.88%Gross margin, FY2022: 83.45%Gross margin, FY2023: 56.39%Gross margin, FY2024: 55.36%Gross margin, FY2025: 63.34%Operating margin, FY2021: 24.75%Operating margin, FY2022: 24.11%Operating margin, FY2023: 42.12%Operating margin, FY2024: 8.34%Operating margin, FY2025: 11.99%Net margin, FY2021: 19.46%Net margin, FY2022: 19.15%Net margin, FY2023: 40.80%Net margin, FY2024: 6.22%Net margin, FY2025: 10.52%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 91.88%. Gross margin FY2022 83.45%. Gross margin FY2023 56.39%. Gross margin FY2024 55.36%. Gross margin FY2025 63.34%. Operating margin FY2021 24.75%. Operating margin FY2022 24.11%. Operating margin FY2023 42.12%. Operating margin FY2024 8.34%. Operating margin FY2025 11.99%. Net margin FY2021 19.46%. Net margin FY2022 19.15%. Net margin FY2023 40.80%. Net margin FY2024 6.22%. Net margin FY2025 10.52%.

Income trends

Revenue

73.84B USD-0.51%

Operating income

8.85B USD+42.98%

Net income

7.77B USD+68.23%
Income trends across reported periods81.18B USD53.34B USD25.5B USD−2.34B USDRevenue, FY2021: 35.03B USDRevenue, FY2022: 36.82B USDRevenue, FY2023: 57.38B USDRevenue, FY2024: 74.22B USDRevenue, FY2025: 73.84B USDOperating income, FY2021: 8.67B USDOperating income, FY2022: 8.88B USDOperating income, FY2023: 24.17B USDOperating income, FY2024: 6.19B USDOperating income, FY2025: 8.85B USDNet income, FY2021: 6.82B USDNet income, FY2022: 7.05B USDNet income, FY2023: 23.41B USDNet income, FY2024: 4.62B USDNet income, FY2025: 7.77B USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 35.03B USD. Revenue FY2022 36.82B USD. Revenue FY2023 57.38B USD. Revenue FY2024 74.22B USD. Revenue FY2025 73.84B USD. Operating income FY2021 8.67B USD. Operating income FY2022 8.88B USD. Operating income FY2023 24.17B USD. Operating income FY2024 6.19B USD. Operating income FY2025 8.85B USD. Net income FY2021 6.82B USD. Net income FY2022 7.05B USD. Net income FY2023 23.41B USD. Net income FY2024 4.62B USD. Net income FY2025 7.77B USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue73.84B USD74.22B USD57.38B USD36.82B USD35.03B USD
Cost of goods sold27.07B USD33.13B USD25.02B USD6.09B USD2.84B USD
Gross profit46.77B USD41.09B USD32.36B USD30.73B USD32.18B USD
Selling, general, and administrative31.02B USD30.13B USD23.43B USD19.71B USD19.98B USD
Operating expenses37.92B USD34.9B USD8.18B USD21.85B USD23.51B USD
Interest income34.29B USD39.08B USD30.38B USD12.19B USD9.11B USD
Interest expense26.55B USD32.63B USD24.14B USD6.07B USD2.98B USD
Depreciation and amortization3.53B USD3.45B USD3.21B USD1.91B USD1.94B USD
Operating income8.85B USD6.19B USD24.17B USD8.88B USD8.67B USD
Net income7.77B USD4.62B USD23.41B USD7.05B USD6.82B USD

Company facts updated Aug 25, 2026.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

29 ratings
Strong buy00%
Buy1655%
Hold724%
Sell621%
Strong sell00%

Recent analyst actions

7 institutions
BarclaysupgradeUnderweightEqual Weight
JefferiesupgradeHoldBuy
Exane BNP ParibasupgradeNeutralOutperform
CitigroupdowngradeBuyNeutral
Morgan StanleyupgradeEqual WeightOverweight
RBC CapitalupgradeSector PerformOutperform

UBS news

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.45

2025 complete year+21.6% since 2021

2026 partial: $0.55

* Partial calendar year in the available dividend history.

Corporate action history

Dividend

Ex-dividend Apr 22, 2026

$0.55

Irregular

Record Apr 22, 2026 · Payment Apr 23, 2026

Dividend

Ex-dividend Apr 16, 2025

$0.45

Irregular

Record Apr 16, 2025 · Payment Apr 17, 2025

Dividend

Ex-dividend Apr 30, 2024

$0.35

Annual

Record May 2, 2024 · Payment May 3, 2024

Dividend

Ex-dividend Apr 12, 2023

$0.5521

Annual

Record Apr 13, 2023 · Payment Apr 14, 2023

Dividend

Ex-dividend Apr 12, 2022

$0.50

Annual

Record Apr 13, 2022 · Payment Apr 14, 2022

Dividend

Ex-dividend Apr 13, 2021

$0.37

Semi-Annual

Record Apr 14, 2021 · Payment Apr 15, 2021

UBS peers

ETFs holding UBS

Funds reporting this stock among their holdings, ordered by reported position size.

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