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Investlytic score: 4/5 criteria met. Data as of 04/11/2026.
- ✅ Price trend passed
- ✅ Growth passed
- ❌ Debt failed
- ✅ P/E passed
- ✅ Correction passed
Price trend
Overall trend (8 years): the price has been multiplied by at least 1.5.
Price change 2018 → 2019: 1.62%
Price change 2019 → 2020: 12.32%
Price change 2020 → 2021: 26.47%
Price change 2021 → 2022: 4.48%
Price change 2022 → 2023: 65.51%
Price change 2023 → 2024: -1.88%
Price change 2024 → 2025: 52.74%
Price change 2025 → 2026: 3.65%
Price change 2026 (year to date): 1.91%
Financial growth
Revenue CAGR (8 years): 10.44%
Earnings CAGR (8 years): 8.17%
Growth status: positive trend (>1%/yr) in revenue and earnings.
Debt
Debt-to-equity ratio: 3.95
Debt/equity > 0.5 (maximum threshold).
P/E (Price/Earnings)
P/E ratio: 16.33
P/E < 25.0 (maximum threshold).
Correction (6 months)
Current correction: 13.85% from the high over 6 months.
Correction between 10.0% and 20.0% (target range).
Criteria of the Investlytic model
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<script src="https://investlytic.co/encart.js" data-symbole="UBS" data-lang="en"></script>Price trend
Price & trend
Interactive chart →💰 Dividend
Dividend ranking →⚖️ Comparison with the market
All stocks →| Stock | P/E | Dette/FP | Revenue growth | Rating |
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Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.
Detailed analysis · Price trend
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Revenues & profits
Revenue and net income
Financial indicators
Annual financial statements
| Fiscal year | Revenue | Net income | Net margin | EPS | Revenue growth |
|---|
Key reported figures
Revenue, net income and net margin reported by UBS Group AG over the latest fiscal years.
| Fiscal year | Revenue | Net income | Net margin | Revenue growth |
|---|---|---|---|---|
| 2020 | 32.4 bn | 6.6 bn | 20.2 % | n/a |
| 2021 | 35.0 bn | 6.8 bn | 19.5 % | +8.0 % |
| 2022 | 36.8 bn | 7.1 bn | 19.1 % | +5.1 % |
| 2023 | 57.4 bn | 23.4 bn | 40.8 % | +55.8 % |
| 2024 | 74.2 bn | 4.6 bn | 6.2 % | +29.3 % |
| 2025 | 73.8 bn | 7.8 bn | 10.5 % | -0.5 % |
Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.
Valuation and competitors
UBS Group AG compared with its sector on the same exchange and with its main competitors.
Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on 02/11/2026. Competitors: comparable companies named by the data provider.
Analyst consensus and forecasts
What the financial analysts covering UBS Group AG publish: ratings, price targets and earnings forecasts.
Breakdown of ratings
Price targets: published for companies listed in the United States only.
Analyst forecasts
| Fiscal year | Revenue | Net income | Expected EPS (range) | P/E on this EPS | Analysts |
|---|---|---|---|---|---|
| 2026 | 53.0 bn | 11.7 bn | 3.63 (3.42 / 3.74) | n/a | 8 |
| 2027 | 54.5 bn | 13.5 bn | 4.20 (3.84 / 4.39) | n/a | 12 |
| 2028 | 56.6 bn | 15.5 bn | 4.76 (4.36 / 5.08) | n/a | 10 |
Amounts in CHF, the reporting currency.
Track record against expectations: reported EPS above consensus 7 times over the last 12 releases.
Source: ratings and forecasts published by analysts, collected on 03/11/2026. An analyst rating or target is not a guarantee. Company data collected from its UBSG.SW listing (same ISIN).
Dividends and earnings
UBS Group AG: dividend history, last distributions, stock splits and earnings releases.
Annual dividend per share (), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.
Latest ex-dividend dates
| Ex-dividend | Amount | Payment |
|---|---|---|
| 21/04/2026 | 1.10 | 23/04/2026 |
| 16/04/2025 | 0.900 | 17/04/2025 |
| 30/04/2024 | 0.700 | 03/05/2024 |
| 12/04/2023 | 0.552 | 14/04/2023 |
| 12/04/2022 | 0.500 | 14/04/2022 |
| 13/04/2021 | 0.370 | 15/04/2021 |
| 24/11/2020 | 0.365 | 27/11/2020 |
| 05/05/2020 | 0.362 | 07/05/2020 |
Earnings releases
| Date | Published EPS | Expected EPS | Surprise |
|---|---|---|---|
| 28/10/2026 | 0.85 | 0.91 | -6.6 % |
| 29/07/2026 | 0.87 | 0.90 | -3.3 % |
| 29/04/2026 | 0.94 | 0.85 | +10.6 % |
| 04/02/2026 | 0.37 | 0.54 | -31.7 % |
| 29/10/2025 | 0.76 | 0.49 | +55.9 % |
| 30/07/2025 | 0.72 | 0.70 | +2.9 % |
Stock splits
| Date | Operation |
|---|---|
| 27/05/2008 | split: 107 shares for 100 |
| 10/07/2006 | split: 2 shares for 1 |
| 16/07/2001 | split: 3 shares for 1 |
Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.
PEA and practical information
Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.
Frequently asked questions about UBS Group AG
What is the revenue of UBS Group AG?
73.8 bn USD for fiscal year 2025, with net income of 7.8 bn USD (net margin 10.5 %).
Does UBS Group AG pay a dividend?
Yes. Latest dividend: 1.10 per share, ex-dividend on 21/04/2026. Over 12 months: 1.10.
When does UBS Group AG report its next earnings?
The next release is expected on 03/02/2027. EPS expected by analysts: 0.74.
What do analysts say about UBS Group AG?
Out of 27 analysts: 16 buy or strong buy, 7 hold, 4 sell or strong sell.
What is the P/E ratio of UBS Group AG?
Trailing 12-month P/E of 15.9, against 17.8 for the sector median on the same exchange (10-year median: 18.3).
Is UBS Group AG stock eligible for the French PEA?
No: this listing is a depositary receipt (ADR), excluded from the PEA.
How many employees does UBS Group AG have?
106,789 full-time employees according to the latest published profile.
Who runs UBS Group AG?
Sergio P. Ermotti is the company's chief executive.