Stock Fundamentals

Company Information

Company Name
UBS Group AG
Sector
Financial Services
Industry
Banks - Diversified
Exchange
NYSE
ISIN: CH0244767585
CIK: 0001610520
CUSIP: H8920M855
Currency: USD
Full Time Employees: 103,177
Phone: 41 44 234 11 11
Fiscal Year End: December
IPO Date: Nov 21, 2014
Description:

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. Further, it advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.

Address:

Bahnhofstr. 45, Zurich, Switzerland, 8098

Directors & Officers

Name Title Year Born
Mr. Sergio P. Ermotti Group CEO & President of the Group Executive Board 1960
Mr. Todd Tuckner Group CFO & Member of Executive Board 1965
Mr. George Athanasopoulos Co-President Investment Bank & Member of Executive Board 1969
Dr. Sabine Keller-Busse President UBS Switzerland, President of Personal & Corporate Banking and Member of the GEB 1965
Mr. Robert Karofsky President of UBS Americas, Co-President Global Wealth Management & Member of GEB 1967
Mr. Marco Valla Co-President of the Investment Bank & Member of Executive Board 1972
Mr. Iqbal Khan CPA President of UBS Asia-Pacific, Co-President Global Wealth Management & Member of Group Exec. Board 1976
Ms. Beatriz Martin Jimenez Group COO, Head of Non-Core & Legacy, President of EMEA and Member of Executive Board 1973
Mr. Stefan Seiler Head of Group HR & Corp. Services, Security and Member of the Executive Board 1974
Ms. Barbara Levi Group General Counsel & Member of Group Executive Board 1971

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 139.11M Dec 31, 2025 4.50% $0.09 1.28%
UBS Group AG 132.48M Sep 30, 2025 4.29% $0.85 14.29%
NORGES BANK 104.98M Dec 31, 2025 3.40% $0.52 -27.14%
JPMorgan Chase & Co 69.55M Sep 30, 2025 2.25% $0.09 120.38%
Massachusetts Financial Services Company 68.62M Dec 31, 2025 2.22% $1.02 -11.29%
Fisher Asset Management, LLC 61.17M Sep 30, 2025 1.98% $0.91 4.70%
FMR Inc 58.10M Dec 31, 2025 1.88% $0.14 19.89%
Wellington Management Company LLP 57.65M Dec 31, 2025 1.86% $0.47 -9.45%
Zurcher Kantonalbank 49.53M Dec 31, 2025 1.60% $4.99 -6.18%
Cevian Capital II Gp Limited 48.12M Dec 31, 2025 1.56% $60.89 0.00%
Capital World Investors 37.34M Sep 30, 2025 1.21% $0.21 1.05%
Pictet Asset Manangement SA 35.93M Dec 31, 2025 1.16% $1.63 1.78%
Dodge & Cox 33.67M Dec 31, 2025 1.09% $0.84 -21.05%
Pzena Investment Management, LLC 29.75M Sep 30, 2025 0.96% $3.13 -3.74%
Deutsche Bank AG 24.86M Sep 30, 2025 0.80% $0.34 8.33%
Legal & General Group PLC 23.61M Dec 31, 2025 0.76% $0.24 0.89%
The Goldman Sachs Group Inc 20.91M Sep 30, 2025 0.68% $0.10 13.31%
Amundi 20.00M Sep 30, 2025 0.65% $0.26 -1.71%
Arrowstreet Capital Limited Partnership 17.53M Dec 31, 2025 0.57% $0.48 -9.82%
Bank of America Corp 17.03M Sep 30, 2025 0.55% $0.05 101.99%

Shares Statistics

Shares Outstanding: 3.09B
Shares Float: 3.08B
% Insiders: 10.00%
% Institutions: 5,748.70%
Short % Float: 0.31%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 139.11M 4.50% ▲ 1.28% Dec 31, 2025
2 UBS Group AG 132.48M 4.29% ▲ 14.29% Sep 30, 2025
3 NORGES BANK 104.98M 3.40% ▼ 27.14% Dec 31, 2025
4 JPMorgan Chase & Co 69.55M 2.25% ▲ 120.38% Sep 30, 2025
5 Massachusetts Financial Services Company 68.62M 2.22% ▼ 11.29% Dec 31, 2025
6 Fisher Asset Management, LLC 61.17M 1.98% ▲ 4.70% Sep 30, 2025
7 FMR Inc 58.10M 1.88% ▲ 19.89% Dec 31, 2025
8 Wellington Management Company LLP 57.65M 1.86% ▼ 9.45% Dec 31, 2025
9 Zurcher Kantonalbank 49.53M 1.60% ▼ 6.18% Dec 31, 2025
10 Cevian Capital II Gp Limited 48.12M 1.56% ▲ 0.00% Dec 31, 2025

Valuation Metrics

Enterprise Value: $121.43B
Trailing P/E: 17.56
Forward P/E: 14.73

Financial Highlights

Market Cap: $130.91B
P/E Ratio: $17.56
PEG Ratio: $0.65
Book Value: $29.18
Dividend/Share: $1.10
Dividend Yield: 2.63%
Earnings/Share: $2.36
Profit Margin: 15.84%
Operating Margin: 23.26%
ROA (TTM): 0.49%
ROE (TTM): 8.86%
Revenue (TTM): $49.05B
Revenue/Share (TTM): $15.56
Earnings Growth (YOY): 58.50%
Revenue Growth (YOY): 5.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.42x 3.82x 0.94x 0.33x 36.10x
2024-12-31 0.29x 4.39x 0.95x 0.19x 38.72x
2023-12-31 0.45x 4.95x 0.95x 1.00x 15.58x
2022-12-31 2.53x 3.83x 0.95x 1.46x 20.21x
2021-12-31 2.61x 4.22x 0.95x 2.91x 24.14x
2020-12-31 2.24x 4.15x 0.95x 1.92x 27.22x
2019-12-31 2.22x 3.25x 0.94x 0.78x 24.05x
2018-12-31 1.75x 3.11x 0.94x 2.11x 130.48x
2017-12-31 3.51x 3.70x 0.94x 0.00x 175.03x
2016-12-31 3.99x 3.35x 0.94x 0.00x 158.42x
2015-12-31 3.51x 2.51x 0.94x 0.00x 136.30x
2014-12-31 4.33x 3.17x 0.95x 1.37x 189.22x
2013-12-31 4.70x 3.02x 0.95x 1.44x 176.60x
2012-12-31 4.32x 4.04x 0.96x 0.79x 247.95x
2011-12-31 0.06x 4.15x 0.96x 1.46x 241.70x
2010-12-31 0.87x 4.49x 0.96x 1.57x 201.95x
2009-12-31 0.31x 4.95x 0.96x 0.81x 82.74x
2008-12-31 -0.77x 8.53x 0.98x 0.54x 141.63x
2007-12-31 -0.37x 14.49x 0.98x 0.97x 286.25x
2006-12-31 -0.22x 11.39x 0.98x 1.18x 304.80x
2005-12-31 N/A 2.78x 0.97x 1.34x 49.00x
2004-12-31 N/A 2.47x 0.98x 1.37x 28.75x
2003-12-31 N/A 1.54x 0.97x 1.29x 17.97x
2002-12-31 N/A 1.36x 0.96x 1.14x 8.33x
2001-12-31 N/A 0.92x 0.96x 1.14x 8.49x
2000-12-31 N/A 0.87x 0.96x 1.23x 10.62x
1999-12-31 N/A 0.00x 0.97x 0.68x 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 21, 2025 Bruce Westerman N/A Sale N/A $27.63 N/A
Mar 07, 2025 Mikie Sherrill N/A Sale N/A $34.15 N/A
Mar 03, 2025 Bruce Westerman N/A Purchase N/A $34.38 N/A
Aug 27, 2024 Group Ag Ubs N/A Purchase 3.72K $0.55 $2.04K
Jul 08, 2024 Group Ag Ubs N/A Purchase 105.00 $4.53 $475.65
Jul 05, 2024 Group Ag Ubs N/A Purchase 3.00 $4.40 $13.20
May 14, 2024 Mikie Sherrill N/A Sale N/A $30.16 N/A
May 13, 2024 Mikie Sherrill N/A Sale N/A $29.68 N/A
Apr 25, 2024 Group Ag Ubs N/A Purchase 1.01K $6.07 $6.10K

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about UBS.US!