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UBS Group AG

UBS
39.740USD
-0.395-0.98%
Close 10/10, 16:00ETQuotes delayed by 15 min
125.94BMarket Cap
20.05P/E TTM

UBS Group AG

39.740
-0.395-0.98%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of UBS Group AG

Currency: USD Updated: 2025-10-10

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

UBS Group AG's Score

Industry at a Glance

Industry Ranking
42 / 117
Overall Ranking
152 / 4697
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 3 analysts
Buy
Current Rating
34.119
Target Price
-14.15%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

UBS Group AG Highlights

StrengthsRisks
UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.
Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 84.29B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 111.29% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 45.21%.
Overvalued
The company’s latest PB is 1.41, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 1.83B shares, decreasing 6.74% quarter-over-quarter.

Financial Health

Currency: USD Updated: 2025-10-10

The company's current financial score is 7.61, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 18.91B, representing a year-over-year decrease of 10.69%, while its net profit experienced a year-over-year decrease of 110.83%.

Score

Industry at a Glance

Previous score
7.61
Change
0

Financials

7.36

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

8.02

Operational Efficiency

9.12

Growth Potential

6.32

Shareholder Returns

7.23

UBS Group AG's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 6.67, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Its current P/E ratio is 20.12, which is 326.96% below the recent high of 85.90 and 90.63% above the recent low of 1.89.

Score

Industry at a Glance

Previous score
6.67
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 42/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

The company’s current earnings forecast score is 7.33, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The average price target for UBS Group AG is 34.12, with a high of 35.04 and a low of 33.20.

Score

Industry at a Glance

Previous score
7.33
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts
Buy
Current Rating
34.119
Target Price
-14.15%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

70
Total
7
Median
8
Average
Company name
Ratings
Analysts
UBS Group AG
UBS
3
Blackstone Inc
BX
24
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Carlyle Group Inc
CG
19
Ares Management Corp
ARES
18
1
2
3
...
14

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-10

The company’s current price momentum score is 6.59, which is lower than the Investment Banking & Investment Services industry's average of 6.65. Sideways: Currently, the stock price is trading between the resistance level at 41.65 and the support level at 38.74, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.72
Change
-0.13

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(3)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.451
Neutral
RSI(14)
41.421
Neutral
STOCH(KDJ)(9,3,3)
21.384
Sell
ATR(14)
0.669
High Vlolatility
CCI(14)
-128.978
Sell
Williams %R
96.913
Oversold
TRIX(12,20)
0.017
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
40.498
Sell
MA10
40.668
Sell
MA20
41.104
Sell
MA50
40.226
Sell
MA100
37.129
Buy
MA200
34.562
Buy

Institutional Confidence

Currency: USD Updated: 2025-10-10

Score

Industry at a Glance

Previous score
5.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
173.48M
--
Norges Bank Investment Management (NBIM)
144.09M
+3.01%
The Vanguard Group, Inc.
Star Investors
133.88M
+2.97%
UBS Financial Services, Inc.
112.05M
-22.12%
UBS Fund Management (Switzerland) AG
69.81M
-5.60%
Zürcher Kantonalbank (Asset Management)
59.56M
+7.15%
MFS Investment Management
59.53M
-14.23%
Fisher Investments
Star Investors
58.42M
+16.90%
Artisan Partners Limited Partnership
50.70M
+5.89%
Cevian Capital
48.12M
+9.89%
1
2

Risk Assessment

Currency: USD Updated: 2025-10-10

The company’s current risk assessment score is 9.64, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The company's beta value is 1.22. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
9.64
Change
0
Beta vs S&P 500 index
1.22
VaR
+2.78%
240-Day Maximum Drawdown
+27.00%
240-Day Volatility
+29.31%

Return

Best Daily Return
60 days
+3.05%
120 days
+4.76%
5 years
+11.97%
Worst Daily Return
60 days
-2.53%
120 days
-4.36%
5 years
-11.26%
Sharpe Ratio
60 days
+2.18
120 days
+3.23
5 years
+0.96

Risk Assessment

Maximum Drawdown
240 days
+27.00%
3 years
+27.00%
5 years
+34.32%
Return-to-Drawdown Ratio
240 days
+0.84
3 years
+1.41
5 years
+1.06
Skewness
240 days
-0.38
3 years
+0.17
5 years
+0.10

Volatility

Realised Volatility
240 days
+29.31%
5 years
+29.28%
Standardised True Range
240 days
+1.73%
5 years
+1.22%
Downside Risk-Adjusted Return
120 days
+565.28%
240 days
+565.28%
Maximum Daily Upside Volatility
60 days
+18.60%
Maximum Daily Downside Volatility
60 days
+18.71%

Liquidity

Average Turnover Rate
60 days
+0.07%
120 days
+0.09%
5 years
--
Turnover Deviation
20 days
-26.22%
60 days
-12.35%
120 days
+12.62%

Peer Comparison

Investment Banking & Investment Services
UBS Group AG
UBS Group AG
UBS
7.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
Cboe Global Markets Inc
CBOE
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DigitalBridge Group Inc
DBRG
8.10 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
8.06 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.02 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
CME Group Inc
CME Group Inc
CME
7.95 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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