
UBS Group AG
UBSNYSEFinancial ServicesBanks - Diversified
Regular session
$53.985
+$0.275 · +0.51%
UBS company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
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 websiteUBS 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 / TTMValuation & 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.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 73.84B USD | 74.22B USD | 57.38B USD | 36.82B USD | 35.03B USD |
| Cost of goods sold | 27.07B USD | 33.13B USD | 25.02B USD | 6.09B USD | 2.84B USD |
| Gross profit | 46.77B USD | 41.09B USD | 32.36B USD | 30.73B USD | 32.18B USD |
| Selling, general, and administrative | 31.02B USD | 30.13B USD | 23.43B USD | 19.71B USD | 19.98B USD |
| Operating expenses | 37.92B USD | 34.9B USD | 8.18B USD | 21.85B USD | 23.51B USD |
| Interest income | 34.29B USD | 39.08B USD | 30.38B USD | 12.19B USD | 9.11B USD |
| Interest expense | 26.55B USD | 32.63B USD | 24.14B USD | 6.07B USD | 2.98B USD |
| Depreciation and amortization | 3.53B USD | 3.45B USD | 3.21B USD | 1.91B USD | 1.94B USD |
| Operating income | 8.85B USD | 6.19B USD | 24.17B USD | 8.88B USD | 8.67B USD |
| Net income | 7.77B USD | 4.62B USD | 23.41B USD | 7.05B USD | 6.82B USD |
Company facts updated Aug 25, 2026.
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
29 ratingsRecent analyst actions
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
$0.37
2,021
$0.4988
2,022
$0.5521
2,023
$0.6923
2,024
$0.45
2,025
$0.55
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Apr 22, 2026 | $0.55Irregular | Apr 22, 2026 | Apr 23, 2026 |
Dividend | Apr 16, 2025 | $0.45Irregular | Apr 16, 2025 | Apr 17, 2025 |
Dividend | Apr 30, 2024 | $0.35Annual | May 2, 2024 | May 3, 2024 |
Dividend | Apr 12, 2023 | $0.5521Annual | Apr 13, 2023 | Apr 14, 2023 |
Dividend | Apr 12, 2022 | $0.50Annual | Apr 13, 2022 | Apr 14, 2022 |
Dividend | Apr 13, 2021 | $0.37Semi-Annual | Apr 14, 2021 | Apr 15, 2021 |
Ex-dividend Apr 22, 2026
$0.55
Irregular
Record Apr 22, 2026 · Payment Apr 23, 2026
Ex-dividend Apr 16, 2025
$0.45
Irregular
Record Apr 16, 2025 · Payment Apr 17, 2025
Ex-dividend Apr 30, 2024
$0.35
Annual
Record May 2, 2024 · Payment May 3, 2024
Ex-dividend Apr 12, 2023
$0.5521
Annual
Record Apr 13, 2023 · Payment Apr 14, 2023
Ex-dividend Apr 12, 2022
$0.50
Annual
Record Apr 13, 2022 · Payment Apr 14, 2022
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.
Dimensional - International Value ETFDFIV63.11M0.29%22.05B USD0.27%$58.3078+0.12%
Dimensional - International Core Equity Market ETFDFAI42.94M0.24%18.26B USD0.18%$43.465+0.40%
First Trust WCM International Equity ETFWCMI40.1M2.13%1.89B USD0.85%$19.865+1.09%
Dimensional - International Core Equity 2 ETFDFIC35.97M0.23%15.43B USD0.22%$39.52+0.46%
Dimensional World ex U.S. Core Equity 2 ETFDFAX19.72M0.16%12.56B USD0.28%$38.29+0.87%
Brandes International ETFBINV6.57M1.19%208.51M USD0.70%$45.67-0.38%
Franklin Investment Grade Corporate ETFFLCO5.2M0.93%557.13M USD0.35%$21.065+0.43%
Franklin International Aggregate Bond ETFFLIA4.25M0.56%760.99M USD0.25%$20.385+0.37%
Dimensional - International Value ETFDFIV- Market value
- 63.11M
- Weight
- 0.29%
- AUM
- 22.05B USD
- Expense ratio
- 0.27%
- Price / 1D
- $58.3078+0.12%
Dimensional - International Core Equity Market ETFDFAI- Market value
- 42.94M
- Weight
- 0.24%
- AUM
- 18.26B USD
- Expense ratio
- 0.18%
- Price / 1D
- $43.465+0.40%
First Trust WCM International Equity ETFWCMI- Market value
- 40.1M
- Weight
- 2.13%
- AUM
- 1.89B USD
- Expense ratio
- 0.85%
- Price / 1D
- $19.865+1.09%
Dimensional - International Core Equity 2 ETFDFIC- Market value
- 35.97M
- Weight
- 0.23%
- AUM
- 15.43B USD
- Expense ratio
- 0.22%
- Price / 1D
- $39.52+0.46%
Dimensional World ex U.S. Core Equity 2 ETFDFAX- Market value
- 19.72M
- Weight
- 0.16%
- AUM
- 12.56B USD
- Expense ratio
- 0.28%
- Price / 1D
- $38.29+0.87%
Brandes International ETFBINV- Market value
- 6.57M
- Weight
- 1.19%
- AUM
- 208.51M USD
- Expense ratio
- 0.70%
- Price / 1D
- $45.67-0.38%
Franklin Investment Grade Corporate ETFFLCO- Market value
- 5.2M
- Weight
- 0.93%
- AUM
- 557.13M USD
- Expense ratio
- 0.35%
- Price / 1D
- $21.065+0.43%
Franklin International Aggregate Bond ETFFLIA- Market value
- 4.25M
- Weight
- 0.56%
- AUM
- 760.99M USD
- Expense ratio
- 0.25%
- Price / 1D
- $20.385+0.37%
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