Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.120
Neutral
RSI(14)
64.382
Neutral
STOCH(KDJ)(9,3,3)
79.511
Neutral
ATR(14)
0.560
Low Volatility
CCI(14)
93.752
Neutral
Williams %R
21.337
Buy
TRIX(12,20)
0.392
Sell
StochRSI(14)
7.508
Sell
UBS Group AG
UBS40.675USD
+0.515+1.28%
Market hours （ET）Quotes delayed by 15 min
128.91BMarket Cap
25.66P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-27Key Insights
The company's fundamentals are relatively very 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 a weak 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.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
3
analysts
Buy
Current Rating
39.728
Target Price
-2.03%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company 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.
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 PE is 20.33, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 1.92B shares, decreasing 3.00% quarter-over-quarter.
Financial Health
Currency: USD Updated：2025-08-27The company's current financial score is 9.10, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 19.26B, representing a year-over-year decrease of 14.03%, while its net profit experienced a year-over-year decrease of 3.59%.
Score
Financials
9.60
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
10.00
Operational Efficiency
8.23
Growth Potential
10.00
Shareholder Returns
7.66
Valuation Dimension
Currency: USD Updated：2025-08-27The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 20.33, which is -1.38% below the recent high of 20.05 and 82.86% above the recent low of 3.48.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 34/524
No Data
Forecast
Currency: USD Updated：2025-08-27The company’s current earnings forecast score is 7.33, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for UBS Group AG is 39.73, with a high of 40.76 and a low of 38.70.
Score
Support & Resistance
No Data
Analyst Rating
Based on
3
analysts
Buy
Current Rating
39.728
Target Price
-2.03%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
68
Total
6
Median
7
Average
Company name
Ratings
Analysts
UBS Group AG
UBS
3
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-27The company’s current price momentum score is 9.63, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 41.84 and the support level at 37.21, making it suitable for range-bound swing trading.
Score
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.
Moving Average
Indicators
Value
Direction
MA5
40.154
Buy
MA10
39.954
Buy
MA20
39.147
Buy
MA50
36.653
Buy
MA100
33.737
Buy
MA200
33.169
Buy
Institutional Confidence
Currency: USD Updated：2025-08-27Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Norges Bank Investment Management (NBIM)
UBS Financial Services, Inc.
UBS Fund Management (Switzerland) AG
Zürcher Kantonalbank (Asset Management)
MFS Investment Management
Artisan Partners Limited Partnership
Cevian Capital
1
2
Risk Assessment
Currency: USD Updated：2025-08-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.49, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.16. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.16
VaR
+2.81%
240-Day Maximum Drawdown
+27.00%
240-Day Volatility
+29.32%
Return
Best Daily Return
60 days
+4.76%
120 days
+8.81%
5 years
+11.97%
Worst Daily Return
60 days
-2.56%
120 days
-7.32%
5 years
-11.26%
Sharpe Ratio
60 days
+3.89
120 days
+1.31
5 years
+1.01
Risk Assessment
Maximum Drawdown
240 days
+27.00%
3 years
+27.00%
5 years
+34.32%
Return-to-Drawdown Ratio
240 days
+1.43
3 years
+2.31
5 years
+1.13
Skewness
240 days
-0.43
3 years
+0.34
5 years
+0.10
Volatility
Realised Volatility
240 days
+29.32%
5 years
+29.33%
Standardised True Range
240 days
+1.67%
5 years
+1.18%
Downside Risk-Adjusted Return
120 days
+178.34%
240 days
+178.34%
Maximum Daily Upside Volatility
60 days
+24.04%
Maximum Daily Downside Volatility
60 days
+22.42%
Liquidity
Average Turnover Rate
60 days
+0.07%
120 days
+0.10%
5 years
--
Turnover Deviation
20 days
-22.96%
60 days
-7.78%
120 days
+18.54%
Peers
Currency: USD Updated：2025-08-27UBS Group AG
UBS
7.56 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
BK
8.13 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.01 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
SYF
7.98 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
7.97 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
BAP
7.93 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
View more
The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
