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Overview
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UBS Group stock

UBSG.SW
CH0244767585
A12DFH

Price

31.55
Today +/-
-0.15
Today %
-0.50 %

UBS Group stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the UBS Group stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the UBS Group stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the UBS Group stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze UBS Group's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

UBS Group Stock Price History

DateUBS Group Price
12/17/202431.55 undefined
12/16/202431.71 undefined
12/13/202431.91 undefined
12/12/202432.08 undefined
12/11/202432.02 undefined
12/10/202431.86 undefined
12/9/202432.72 undefined
12/6/202432.82 undefined
12/5/202432.97 undefined
12/4/202432.60 undefined
12/3/202432.51 undefined
12/2/202432.21 undefined
11/29/202432.32 undefined
11/28/202431.81 undefined
11/27/202431.38 undefined
11/26/202431.31 undefined
11/25/202431.99 undefined
11/22/202431.64 undefined
11/21/202431.73 undefined
11/20/202431.84 undefined
11/19/202431.87 undefined

UBS Group Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into UBS Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by UBS Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects UBS Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of UBS Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into UBS Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing UBS Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on UBS Group’s growth potential.

UBS Group Revenue, EBIT and net profit per share

DateUBS Group RevenueUBS Group EBITUBS Group Net Income
2028e54.53 B undefined0 undefined12.74 B undefined
2027e50.3 B undefined15.58 B undefined13.18 B undefined
2026e49.96 B undefined13.25 B undefined11.39 B undefined
2025e48.66 B undefined10.1 B undefined7.68 B undefined
2024e48.84 B undefined7.08 B undefined5.77 B undefined
202371.25 B undefined0 undefined27.85 B undefined
202242.84 B undefined9.49 B undefined7.63 B undefined
20210 undefined0 undefined7.46 B undefined
20200 undefined0 undefined6.56 B undefined
20190 undefined0 undefined4.3 B undefined
20180 undefined0 undefined4.52 B undefined
20170 undefined0 undefined969 M undefined
20160 undefined0 undefined3.35 B undefined
20150 undefined0 undefined6.45 B undefined
20140 undefined0 undefined3.79 B undefined
20130 undefined0 undefined3.42 B undefined
20120 undefined0 undefined-2.65 B undefined
20110 undefined0 undefined4.67 B undefined
20100 undefined0 undefined7.15 B undefined
20090 undefined0 undefined-2.52 B undefined
20080 undefined0 undefined-19.67 B undefined
20070 undefined0 undefined-4.37 B undefined
20060 undefined0 undefined9.79 B undefined
20050 undefined0 undefined11.26 B undefined
20040 undefined0 undefined6.45 B undefined

UBS Group Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (B)DOCUMENTS
199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e
00000000000000000000000000042.8471.2548.8448.6649.9650.354.53
----------------------------66.31-31.45-0.372.680.678.41
---------------------------80.3448.3170.4670.7368.8868.4263.12
00000000000000000000000000034.42000000
1.42-0.01-0.462.054.094.622.952.274.396.4511.269.79-4.37-19.67-2.527.154.67-2.653.423.796.453.350.974.524.36.567.467.6327.855.777.6811.3913.1812.74
--100.427,566.67-545.8799.6112.77-36.13-22.9293.2746.9274.48-13.11-144.70349.77-87.18-383.43-34.70-156.68-229.3710.6070.31-48.08-71.06366.05-4.6952.3513.732.32264.99-79.2933.2248.2215.71-3.35
----------------------------------
----------------------------------
4.164.212.842.792.762.762.92.752.562.432.362.322.322.793.663.843.843.753.843.813.783.823.843.843.773.713.633.43.300000
----------------------------------
Details

Keystats

ⓘ

Revenue and Growth

The UBS Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the UBS Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (B)LONG-T. INVEST. (B)LONG-T. REC. (B)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (B)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (B)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (B)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (B)PROVISIONS (B)OTHER SHORT-TERM LIAB. (B)SHORT-TERM DEBTS (B)LONG-TERM DEBT PORTION (B)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (B)OTHER LIAB. (T)LONG-T. LIABILITIES (T)DEBT (T)TOTAL CAPITAL (T)
19951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                         
000000000000000000000000000400.360
00000000000000000000000000000
00000000000000000000000000000
00000000000000000000000000000
00000000000000000000000000084.840
000000000000000000000000000485.20
6.484.947.57.25.475.535.245.76.28.367.175.676.386.2965.866.066.456.726.897.688.199.069.3512.813.1112.8912.2917.85
1.191.161.862.040.690.550.420.511.32.352.251.251.750.840.840.850.850.940.940.930.950.951.051.11.051.561.241.12.37
00000000000000000000000000088.750
000.180.180.1702.721.821.7601.651.91.510010.520.667.060.510.420.336.446.560.266.470.30.250.221.47
0.020.130.81.432.0612.148.798.17.5410.728.6110.2311.3212.1210.6309.6806.546.416.23006.3906.186.136.046.04
001.420.880.471.372.082.031.8400008.328.5610.9910.279.0411.1111.3613.2713.1610.1510.199.759.46109.7610.87
7.696.2311.7611.738.8619.5919.2418.1518.6321.4319.6919.0520.9527.5726.0328.2227.5123.4925.8126.0128.4628.7326.8227.2830.0730.630.51118.1738.61
7.696.2311.7611.738.8619.5919.2418.1518.6321.4319.6919.0520.9527.5726.0328.2227.5123.4925.8126.0128.4628.7326.8227.2830.0730.630.51603.3738.61
                                                         
2.231.922.943.132.712.762.160.730.760.790.660.170.180.280.340.410.410.420.430.370.380.340.340.340.340.340.320.30.35
7.645.59.07109.0812.978.689.155.598.117.618.110.9723.733.6336.8436.9237.0338.0332.7831.1125.9623.620.8418.0616.7515.9313.5513.22
10.759.9110.5811.8612.7815.0317.5423.6329.5532.5933.6640.3731.6113.5812.6722.1428.123.2623.0822.2729.4525.0325.9330.4534.1238.7843.855074.88
0.620-0.08-0.33-0.28-0.43-0.12-0.12-0.83-1.91-0.240.52-1.09-4.11-6.03-11.85-12.43-9.35-6.73-3.34-4.213.864.824.035.297.55.24-0.12.46
0000000000000000001062291729613-10314151-7-4-1
21.2317.3322.5224.6724.2930.3328.2733.3935.0739.5841.6949.1641.6833.4540.6147.545351.3654.9252.3156.955.2854.7155.5657.8363.5165.3463.7590.9
000000000000000002.1437.7940.246.659.2749.4550.2646.5746.4250.6751.2463.61
3.192.76.818.187.5713.0710.4211.111.0313.2214.3117.6719.549.568.398.297.3103.42.912.509.869.138.638.979.098.7113.34
0000000000000000000000000.851.011.41.071.46
071.97131.23100.19123.83183.55222.14265.61335.35371.34364.3447.7269.8696.1361.9880.12109.25150.58106.991.2777.8934.8583.367.9353.2583.9874.966.1180.11
9.386.900000000000000014.8031.3525.420024.64023.0724.4938.260.6
12.5781.57138.04108.37131.4196.62232.56276.71346.37384.56378.61465.37289.4105.6970.3788.41116.55167.51148.09165.73152.4544.12142.61151.96109.3163.44160.55165.32219.12
21.0624.9875.1974.4976.0880.5294.1493.7100.1161.35211.73275.63365.18280.06235.64247.49244.8879.0260.43108.62108.42150.89141.67125.63159.41134.66148.92123.72272.48
000000000000000000.640.750.650.8200.9410.310.560.30.240.33
0.150.110.290.270.150.160.180.210.450.560.540.630.721.110.610.660.730.540.340.320.220.240.170.20.190.230.190.220.28
0.170.140.370.340.230.240.270.30.550.720.750.911.081.390.840.910.970.620.40.430.330.390.320.320.350.370.340.350.55
0.180.220.50.450.360.440.510.580.91.111.131.371.371.50.9111.090.790.550.590.480.440.460.470.460.530.50.510.77
0.20.240.530.470.380.470.540.610.931.151.171.421.421.530.951.051.140.840.60.640.540.490.510.530.520.590.570.570.86
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of UBS Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand UBS Group's financial health and stability.

Assets

UBS Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that UBS Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of UBS Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into UBS Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (B)DEFERRED TAXES (B)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (B)PAID INTEREST (B)PAID TAXES (B)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (B)CASH FLOW FROM OTHER INVESTING ACTIVITIES (B)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (B)NET CHANGE IN EQUITY (B)CASH FLOW FROM FINANCING ACTIVITIES (B)CASH FLOW FROM OTHER FINANCING ACTIVITIES (B)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022
0-0.462.054.094.622.952.274.656.8211.7910.18-3.92-19.15-1.967.444.97-2.413.653.986.643.431.054.524.316.577.497.66
01.221.261.241.351.742.561.92.131.521.211.281.662.190.9910.850.970.981.071.091.121.291.832.132.112.06
0-0.710.340.320.320.17-0.330.270.14-0.31-0.41-0.31-6.49-0.89-0.610.90.31-0.59-1.79-1.68-0.043.410.430.480.350.430.49
-29.17-28.33-4.57-3.290.682.81-5.73-4.32-29.37-66.85-17.74-43.5139.3972.92-10.66-20.4659.2945.4612.72-6.45-22.37-56.7624.3812.1736.0717.69-1.38
28.734.67-0.26-0.14-0.03-0.04-0.29-0.020.923.112.833.05-44.267.6715.68-2.4813.65.5-8.023.66-0.41-0.92-1.710.92-8.163.715.81
0000000000000012.0911.1107.755.865.483.573.924.5510.776.324.718.2
0.260.820.510.710.571.030.370.831.081.922.083.050.820.470.480.390.280.410.660.570.651.040.950.811.131.58
-0.44-23.61-1.182.226.937.63-1.522.48-19.37-50.74-3.93-43.4171.1579.9312.84-16.0771.65557.873.23-18.29-52.128.9119.7136.9631.4314.65
-1,060-1,232-1,251-1,876-972-1,198-1,134-1,024-925-1,519-1,431-1,592-1,124-787-519-1,274-1,193-1,334-2,092-1,914-1,800-1,627-1,688-1,584-1,854-1,841-1,643
-0.59-1.153.970.98-11.34-4.620.891.39-0.79-1.933.542.3-1.55-72.643.9321.86-15.875.892.84-8.7736.645.19-6.13-1.56-6.79-2.12-12.45
0.470.085.222.86-10.37-3.422.022.420.14-0.424.983.89-0.42-71.854.4523.13-14.687.224.93-6.8638.446.81-4.440.03-4.93-0.28-10.8
000000000000000000000000000
0.0821.63-5.2312.430.2214.22-15.43-3.538.5455.4543.7967.63-28.13-53.465.165.98-38.76-48.814.21-2.955.2830.764.09-21.516.4315.27-0.8
0.79-1.06-1.76-1.53-0.37-3.98-5.21-5.07-4.02-1.94-3.4-2.3121.954.06-1.51-2.13-1.24-0.37-0.76-0.88-1.26-0.73-1.43-1.56-1.39-3.34-6.01
0.2120.02-8.519.07-0.9410.73-20.88-10.1732.0651.8238.0462.15-5.14-49.941.693.01-40.66-51.322.3-6.86-0.6126.990.19-25.6112.4310.35-9.09
000-0.461.550.49-0.240.11-0.20.80.210.41.04-0.54-1.96-0.84-0.02-0.01-0.12-0.16-1.39-0.79-0.03-0.01-0.01-0.28-0.62
-652-552-1,527-1,364-2,32800-1,710-2,259-2,492-2,566-3,5630000-640-2,136-1,025-2,869-3,241-2,259-2,440-2,544-2,607-1,301-1,668
-0.79-5.14-5.9912.37-5.2813.57-21.81-6.6911.063.1735.9610.8528.26-37.556.786.414.46.6522.32-14.2116.14-14.1821.25-6.2153.6634.34-12.55
-1,497-24,846-2,4273455,9596,435-2,6541,460-20,296-52,256-5,360-45,00070,03079,14512,322-17,33970,45253,6625,7781,317-20,092-53,72627,22518,12135,10429,58413,004
000000000000000000000000000

UBS Group stock margins

The UBS Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of UBS Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for UBS Group.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the UBS Group's sales revenue. A higher gross margin percentage indicates that the UBS Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the UBS Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the UBS Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the UBS Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the UBS Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the UBS Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

UBS Group Margin History

UBS Group Gross marginUBS Group Profit marginUBS Group EBIT marginUBS Group Profit margin
2028e80.34 %0 %23.36 %
2027e80.34 %30.98 %26.2 %
2026e80.34 %26.51 %22.79 %
2025e80.34 %20.75 %15.79 %
2024e80.34 %14.5 %11.81 %
202380.34 %0 %39.09 %
202280.34 %22.15 %17.81 %
202180.34 %0 %0 %
202080.34 %0 %0 %
201980.34 %0 %0 %
201880.34 %0 %0 %
201780.34 %0 %0 %
201680.34 %0 %0 %
201580.34 %0 %0 %
201480.34 %0 %0 %
201380.34 %0 %0 %
201280.34 %0 %0 %
201180.34 %0 %0 %
201080.34 %0 %0 %
200980.34 %0 %0 %
200880.34 %0 %0 %
200780.34 %0 %0 %
200680.34 %0 %0 %
200580.34 %0 %0 %
200480.34 %0 %0 %

UBS Group Stock Sales Revenue, EBIT, Earnings per Share

The UBS Group earnings per share therefore indicates how much revenue UBS Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue UBS Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates UBS Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of UBS Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating UBS Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

UBS Group Revenue, EBIT and net profit per share

DateUBS Group Sales per ShareUBS Group EBIT per shareUBS Group Earnings per Share
2028e15.75 undefined0 undefined3.68 undefined
2027e14.53 undefined0 undefined3.81 undefined
2026e14.43 undefined0 undefined3.29 undefined
2025e14.05 undefined0 undefined2.22 undefined
2024e14.11 undefined0 undefined1.67 undefined
202321.62 undefined0 undefined8.45 undefined
202212.61 undefined2.79 undefined2.25 undefined
20210 undefined0 undefined2.06 undefined
20200 undefined0 undefined1.77 undefined
20190 undefined0 undefined1.14 undefined
20180 undefined0 undefined1.18 undefined
20170 undefined0 undefined0.25 undefined
20160 undefined0 undefined0.88 undefined
20150 undefined0 undefined1.71 undefined
20140 undefined0 undefined0.99 undefined
20130 undefined0 undefined0.89 undefined
20120 undefined0 undefined-0.7 undefined
20110 undefined0 undefined1.22 undefined
20100 undefined0 undefined1.86 undefined
20090 undefined0 undefined-0.69 undefined
20080 undefined0 undefined-7.05 undefined
20070 undefined0 undefined-1.89 undefined
20060 undefined0 undefined4.23 undefined
20050 undefined0 undefined4.78 undefined
20040 undefined0 undefined2.65 undefined

UBS Group business model

The UBS Group AG is one of the largest banks in the world. It was founded in 1998 through the merger of Bankgesellschaft Zurich and Swiss Bank Corporation. Its headquarters are in Zurich, Switzerland. With more than 60,000 employees and over 900 branches worldwide, UBS offers a wide range of financial services and products. The UBS's business model is strongly focused on private banking and wealth management. It is able to offer customized solutions to its clients. Due to its size, experience, and reputation, UBS is one of the leading providers of wealth management in the world. The bank operates in three business areas: wealth management, investment bank, and asset management. Wealth management is UBS's most well-known business area. It offers customized solutions for individuals, families, and institutional clients. This includes advisory services to develop an individual investment strategy. UBS has a large number of private bankers and is able to offer its clients an international platform. The UBS's seal of quality in this area is its large client service. The bank has a large branch network, ensuring that clients are supported by a local support team in every country. This also reflects its strong focus on quality in relation to its clients. Another important element is that the company has a wide network of specialized investment experts and investment managers. In the area of investment banking, UBS is one of the leading providers in the world. It offers services such as mergers and acquisitions (M&A), stock issuances, corporate financing, and risk management to its clients. UBS is known for advising large companies and institutional investors, and it has outstanding expertise in analyzing macroeconomic developments. Asset management includes the management of portfolios on behalf of institutional investors. UBS offers a wide range of investment instruments, including investment funds, structured products, and hedge funds. The focus is on long-term investments and the success of its clients' investments. Another important element of UBS's business model is its innovation. UBS is able to develop and launch new investment instruments and products. The bank sees itself as a pioneer in introducing new technologies in the banking sector. One example of this is its fintech initiative, which aims to provide customers with an even better experience in the field of financial services. UBS clients have access to a variety of products and services. In addition to the aforementioned business areas, there is also an extensive range of credit and financial services. The bank also offers credit cards and various online banking options. In summary, the UBS Group AG is one of the world's leading banks in wealth management. Its success is based on its ability to offer customized solutions to clients by combining unique expertise in investment banking and asset management. With its size, focus on quality and innovation, and global network, UBS is well positioned to offer its clients a wide range of financial services and solutions. The UBS Group AG is one of the largest banks in the world, offering a wide range of financial services and products through its three business areas: wealth management, investment bank, and asset management. With a focus on private banking and wealth management, UBS provides customized solutions to its clients and is known for its expertise in these areas. The bank's strong client service, extensive branch network, and network of specialized experts contribute to its success. UBS is also a leading provider in investment banking, offering services such as M&A, stock issuances, and risk management. Moreover, the bank's asset management division manages portfolios for institutional investors, focusing on long-term investments. UBS is committed to innovation and has implemented new technologies in the banking sector. Its wide range of products and services, including credit cards and online banking options, ensures that UBS clients have access to comprehensive financial solutions. UBS Group is one of the most popular companies on Eulerpool.com.

UBS Group SWOT Analysis

Strengths

1. Established brand recognition and global presence.

2. Wide range of financial services, including wealth management, investment banking, and asset management.

3. Strong capital position and financial stability.

4. Diverse client base including high-net-worth individuals, corporations, and institutions.

Weaknesses

1. Overdependence on investment banking, making it vulnerable to market fluctuations.

2. Increasing competition in the financial services industry.

3. Limited presence in emerging markets compared to some competitors.

4. Previous legal and regulatory issues affecting the company's reputation.

Opportunities

1. Growing demand for sustainable and responsible investing, which aligns with UBS's focus.

2. Expansion into emerging markets to tap into their potential for growth.

3. Development of innovative technologies and digital solutions to enhance customer experience.

4. Increasing adoption of mobile banking and digital payments.

Threats

1. Economic downturns and uncertain market conditions impacting profitability.

2. Stringent regulatory requirements and compliance costs.

3. Potential cyber threats and data breaches.

4. Brexit and other geopolitical risks affecting international operations.

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UBS Group Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

UBS Group historical P/E ratio, EBIT multiple, and P/S ratio

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UBS Group shares outstanding

The number of shares was UBS Group in 2023 — This indicates how many shares 3.296 B is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue UBS Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates UBS Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of UBS Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating UBS Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

UBS Group stock splits

In UBS Group's history, there have been no stock splits.

UBS Group dividend history and estimates

In 2023, UBS Group paid a dividend amounting to 0.25 USD. Dividend means that UBS Group distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for UBS Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify UBS Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating UBS Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

UBS Group Dividend History

DateUBS Group Dividend
2028e0.28 undefined
2027e0.28 undefined
2026e0.28 undefined
2025e0.28 undefined
2024e0.28 undefined
20230.25 undefined
20220.23 undefined
20210.17 undefined
20200.34 undefined
20190.7 undefined
20180.65 undefined
20170.6 undefined
20160.25 undefined
20150.75 undefined
20140.25 undefined
20130.15 undefined
20120.1 undefined
20071.96 undefined
20061.69 undefined
20051.33 undefined
20041.16 undefined

UBS Group dividend payout ratio

In 2023, UBS Group had a payout ratio of 12.67%. The payout ratio indicates the percentage of the company's profits that UBS Group distributes as dividends.

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Payout ratio
Details

Payout ratio

ⓘ

What is Yearly Payout Ratio?

The yearly payout ratio for UBS Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for UBS Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate UBS Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

UBS Group Payout Ratio History

DateUBS Group Payout ratio
2028e11.19 %
2027e11.01 %
2026e11.42 %
2025e11.16 %
2024e10.44 %
202312.67 %
202210.36 %
20218.28 %
202019.37 %
201961.4 %
201855.08 %
2017240 %
201628.41 %
201543.86 %
201425.25 %
201316.85 %
2012-14.29 %
201112.67 %
201012.67 %
200912.67 %
200812.67 %
2007-104.07 %
200640.04 %
200527.97 %
200443.63 %
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Unfortunately, there are currently no price targets and forecasts available for UBS Group.

UBS Group latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
9/30/20240.35 0.43  (21.78 %)2024 Q3
6/30/20240.3 0.34  (12.96 %)2024 Q2
3/31/20240.26 0.52  (97.79 %)2024 Q1
12/31/20230.14 -0.51  (-466.91 %)2023 Q4
9/30/20230.18 -0.24  (-236.83 %)2023 Q3
6/30/20230.34 -0.02  (-104.71 %)2023 Q2
3/31/20230.53 0.32  (-39.95 %)2023 Q1
12/31/20220.35 0.5  (42.49 %)2022 Q4
9/30/20220.46 0.52  (13.29 %)2022 Q3
6/30/20220.53 0.61  (15.01 %)2022 Q2
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Eulerpool ESG Scorecard© for the UBS Group stock

Eulerpool World ESG Rating (EESG©)

87/ 100

🌱 Environment

93

👫 Social

82

🏛️ Governance

86

Environment

Scope 1 - Direct Emissions
8,570
Scope 2 - Indirect emissions from purchased energy
110,470
Scope 3 - Indirect emissions within the value chain
23,344
Total CO₂ emissions
119,040
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees41
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

UBS Group shareholders

%
Name
Stocks
Change
Date
5.01278 % Norges Bank Investment Management (NBIM)173,546,8245,257,9559/5/2024
5.01093 % BlackRock Institutional Trust Company, N.A.173,482,778012/31/2023
4.41178 % UBS Financial Services, Inc.152,739,63914,941,1856/30/2024
3.56801 % The Vanguard Group, Inc.123,527,6889,389,3536/30/2024
2.66434 % MFS Investment Management92,242,015-2,134,9706/30/2024
2.12133 % Dodge & Cox73,442,242-1,980,7006/30/2024
1.84937 % UBS Asset Management (Switzerland)64,026,7712,119,2609/30/2024
1.76312 % Artisan Partners Limited Partnership61,040,841-45,855,7969/30/2024
1.56149 % Z¿rcher Kantonalbank (Asset Management)54,060,1375,508,4226/30/2024
1.26477 % Cevian Capital43,787,40106/30/2024
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UBS Group Executives and Management Board

Mr. Sergio Ermotti

(64)
UBS Group Chairman of the Executive Board, Group Chief Executive Officer
Compensation 13.32 M

Mr. Colm Kelleher

(67)
UBS Group Non-Executive Chairman of the Board
Compensation 4.79 M

Hr. Lukas Gaehwiler

(58)
UBS Group Non-Executive Vice Chairman of the Board (since 2012)
Compensation 1.88 M

Mr. Jeremy Anderson

(65)
UBS Group Senior Non-Executive Independent Director
Compensation 850,000

Mr. Mark Hughes

(65)
UBS Group Non-Executive Independent Director
Compensation 700,000
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UBS Group Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Verbrec Stock
Verbrec
SupplierCustomer -0,410,13-0,05-0,66
Palla Pharma Stock
Palla Pharma
SupplierCustomer -0,32-0,49-0,87
SecMark Consultancy Stock
SecMark Consultancy
SupplierCustomer0,89-0,010,180,350,80
FD Technologies Stock
FD Technologies
SupplierCustomer0,840,22-0,17-0,33-0,56-0,79
China Bright Culture Grp Stock
China Bright Culture Grp
SupplierCustomer0,810,660,290,01-0,50
TAL Education Group ADR Stock
TAL Education Group ADR
SupplierCustomer0,770,460,64-0,16-0,59-0,83
ALE Property Group Stock
ALE Property Group
SupplierCustomer0,75-0,05-0,32-0,020,44
Sino Gas Holdings Group Stock
Sino Gas Holdings Group
SupplierCustomer0,710,610,29-0,07-0,19-0,75
Wenzhou Kangnin H Stock
Wenzhou Kangnin H
SupplierCustomer0,700,130,19-0,12-0,44
DUG Tech Stock
DUG Tech
SupplierCustomer0,70-0,020,300,12-0,77
1
2
3
4
5
...
7

Most common questions regarding UBS Group

What values and corporate philosophy does UBS Group represent?

UBS Group AG represents values of integrity, client focus, collaboration, and innovation. The company's corporate philosophy emphasizes trust, respect, and responsibility towards its clients, shareholders, and employees. UBS Group AG strives to provide superior financial expertise and solutions to meet their clients' needs effectively. With a global presence and extensive industry experience, UBS Group AG aims to deliver sustainable value while upholding the highest ethical standards. Their commitment to maintaining strong client relationships, fostering teamwork, and driving innovation enables them to remain at the forefront of the financial services industry.

In which countries and regions is UBS Group primarily present?

UBS Group AG is primarily present in several countries and regions across the globe. These include Switzerland, where the company is headquartered, as well as the United States, Europe, and Asia. With a strong global presence, UBS Group AG operates through its various divisions and subsidiaries to provide a wide range of financial services to clients worldwide.

What significant milestones has the company UBS Group achieved?

UBS Group AG has achieved several significant milestones throughout its history. One key milestone was its establishment in 1998 through the merger of Union Bank of Switzerland and Swiss Bank Corporation, creating one of the largest and most influential financial institutions globally. Another notable achievement was successfully navigating the global financial crisis of 2008, which highlighted the bank's resilience and ability to adapt to challenging market conditions. UBS Group AG has also made strides in diversifying its business operations, expanding into wealth management and becoming a leading player in the industry. These milestones have solidified UBS Group AG's position as a prominent and enduring force in the global financial landscape.

What is the history and background of the company UBS Group?

UBS Group AG, a leading global financial services firm, has a rich history and strong background. Founded in 1862, UBS has evolved into a renowned Swiss multinational investment bank and financial services company. It offers a wide range of services to a diverse clientele, including individuals, corporations, and institutions worldwide. With its headquarters in Zurich and Basel, UBS boasts a global presence across major financial hubs. The company's expertise spans wealth management, investment banking, asset management, and retail banking. UBS Group AG has consistently demonstrated a commitment to delivering innovative solutions and maintaining a solid reputation built on trust and excellence.

Who are the main competitors of UBS Group in the market?

The main competitors of UBS Group AG in the market include major global banking institutions such as Credit Suisse, Deutsche Bank, and Goldman Sachs. These leading competitors compete with UBS across various financial services, including wealth management, investment banking, and asset management. UBS Group AG, being one of the largest and most prominent financial institutions globally, faces intense competition from these players in delivering top-notch financial services and maintaining a strong market presence.

In which industries is UBS Group primarily active?

UBS Group AG is primarily active in the financial services industry.

What is the business model of UBS Group?

The business model of UBS Group AG revolves around providing comprehensive financial services to a wide range of clients globally. As one of the world's leading investment banks, UBS offers wealth management, asset management, investment banking, and retail banking services. The company focuses on delivering personalized solutions tailored to the needs of high-net-worth individuals, corporations, institutions, and private clients. UBS Group AG strives to maintain a strong global presence by leveraging its expertise in wealth management, investment banking, and cutting-edge technology. It aims to provide innovative financial solutions while upholding the highest standards of professionalism and integrity.

What is the P/E ratio of UBS Group 2024?

The UBS Group P/E ratio is 18.03.

What is the P/S ratio of UBS Group 2024?

The UBS Group P/S ratio is 2.13.

What is the Quality Investing of UBS Group?

The Quality Investing for UBS Group is 4/10.

What is the revenue of UBS Group 2024?

The expected UBS Group revenue is 48.84 B USD.

How high is the profit of UBS Group 2024?

The expected UBS Group profit is 5.77 B USD.

What is the business model of UBS Group

The UBS Group AG is a global financial services provider headquartered in Switzerland. The bank has offices in over 50 countries and employs more than 68,000 people worldwide. UBS operates in three main business areas: Wealth Management, Asset Management, and Investment Banking.

What is the UBS Group dividend?

UBS Group pays a dividend of 0.23 USD distributed over 1 payouts per year.

How often does UBS Group pay dividends?

UBS Group pays out a dividend 1 times a year.

What is the UBS Group ISIN?

The ISIN of UBS Group is CH0244767585.

What is the UBS Group WKN?

The WKN of UBS Group is A12DFH.

What is the UBS Group ticker?

The ticker of UBS Group is UBSG.SW.

How much dividend does UBS Group pay?

Over the past 12 months, UBS Group paid a dividend of 0.25 USD . This corresponds to a dividend yield of about 0.79 %. For the coming 12 months, UBS Group is expected to pay a dividend of 0.28 USD.

What is the dividend yield of UBS Group?

The current dividend yield of UBS Group is 0.79 %.

When does UBS Group pay dividends?

UBS Group pays a quarterly dividend. This is distributed in the months of May, May, May, May.

How secure is the dividend of UBS Group?

UBS Group paid dividends every year for the past 17 years.

What is the dividend of UBS Group?

For the upcoming 12 months, dividends amounting to 0.28 USD are expected. This corresponds to a dividend yield of 0.88 %.

In which sector is UBS Group located?

UBS Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von UBS Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of UBS Group from 5/3/2024 amounting to 0.319 USD, you needed to have the stock in your portfolio before the ex-date on 4/30/2024.

When did UBS Group pay the last dividend?

The last dividend was paid out on 5/3/2024.

What was the dividend of UBS Group in the year 2023?

In the year 2023, UBS Group distributed 0.233 USD as dividends.

In which currency does UBS Group pay out the dividend?

The dividends of UBS Group are distributed in USD.

All fundamentals about UBS Group

Our stock analysis for UBS Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of UBS Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.