🕒 Last update: loading…06/11/2026

Stock UBS Group AG UBS

UBS Group AG — Investlytic score 4/5 on the five criteria.

-
-
80/ 100
Score Investlytic · 5 criteria

Analysis in progress…

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).

WATCH
The stock is currently being evaluated.

Criteria of the Investlytic model

- / 5
🔒

Investlytic rating reserved for members

Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

02

Price trend

Price & trend

Interactive chart →
Loading chart…
03

Detailed analysis · Price trend

-

🔒

Reserved for members

Global model trend and annual price variations · visible with a free account.

04

Revenues & profits

Revenue and net income

🔒

Reserved for members

Chart of revenues and net income over 8 periods · real data, no estimates.

05

Financial indicators

🔒

Reserved for members

18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

06

Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
🔒

Reserved for members

Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

+

Key reported figures

Revenue, net income and net margin reported by UBS Group AG over the latest fiscal years.

Revenue
73.8 bn USD
fiscal year 2025
Net income
7.8 bn USD
fiscal year 2025
Net margin
10.5 %
fiscal year 2025
Average annual growth
+17.9 %
Revenue growth over 5 years
Average annual growth
+7.1 %
Revenue growth over 10 years
Market cap
144 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
202032.4 bn6.6 bn20.2 %n/a
202135.0 bn6.8 bn19.5 %+8.0 %
202236.8 bn7.1 bn19.1 %+5.1 %
202357.4 bn23.4 bn40.8 %+55.8 %
202474.2 bn4.6 bn6.2 %+29.3 %
202573.8 bn7.8 bn10.5 %-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.

Company P/E
15.9
10.7 % below the sector
Sector median P/E
17.8
financial services, NYSE
Sector over 10 years
18.3
10-year median, range 15.0 to 24.9

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.

Majority rating
buy
27 analysts

Breakdown of ratings

strong buy 0buy 16hold 7sell 4strong sell 0

Price targets: published for companies listed in the United States only.

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202653.0 bn11.7 bn3.63 (3.42 / 3.74)n/a8
202754.5 bn13.5 bn4.20 (3.84 / 4.39)n/a12
202856.6 bn15.5 bn4.76 (4.36 / 5.08)n/a10

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.

Frequency
annual
Last dividend
1.10
ex-dividend on 21/04/2026
Last 12 months
1.10
number of payments: 1
Years of increases
6
consecutive
Years of payments
14
uninterrupted
00.460.911.371.832007 : 1.832008 : 0.000020082009 : 0.00002010 : 0.000020102011 : 0.00002012 : 0.10820122013 : 0.1602014 : 0.28220142015 : 0.7952016 : 0.87720162017 : 0.6012018 : 0.64820182019 : 0.6882020 : 0.72720202021 : 0.3702022 : 0.50020222023 : 0.5522024 : 0.70020242025 : 0.9002026 : 1.102026

Annual dividend per share (), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
21/04/20261.1023/04/2026
16/04/20250.90017/04/2025
30/04/20240.70003/05/2024
12/04/20230.55214/04/2023
12/04/20220.50014/04/2022
13/04/20210.37015/04/2021
24/11/20200.36527/11/2020
05/05/20200.36207/05/2020

Earnings releases

DatePublished EPSExpected EPSSurprise
28/10/20260.850.91-6.6 %
29/07/20260.870.90-3.3 %
29/04/20260.940.85+10.6 %
04/02/20260.370.54-31.7 %
29/10/20250.760.49+55.9 %
30/07/20250.720.70+2.9 %

Stock splits

DateOperation
27/05/2008split: 107 shares for 100
10/07/2006split: 2 shares for 1
16/07/2001split: 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

PEA eligibility
no
depositary receipt (ADR)
Listing exchange
NYSE
IPO: 16/05/2000
ISIN code
CH0244767585
Workforce
106,789
full-time employees
Chief executive
Sergio P. Ermotti
Next earnings
03/02/2027

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.