Overview
UBS Group AG is a multinational investment bank and financial services company based in Switzerland. The company operates in the banking and financial services industry, providing wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide. UBS is recognized for its extensive global footprint, with a presence in all major financial centers.
Basic Stats
The share price of UBS Group AG as of September 5, 2025 is $40.36 / share. This is a decrease of -0.42% from the prior week. The market cap (or net worth) of UBS Group AG as of September 5, 2025 is $127,907.95 MM.
The Factor Analysis chart (below right) shows a view of UBS Group AG from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 127,907.95 MM |
| EV | 447,301.95 MM |
| Shares Out. | 3,169.18 MM |
| Earnings Date | |
| EPS (TTM) | 1.98 |
| Dividend Yield | 2.82 % |
| Ex-Dividend Date | 2025-04-15 |
| Borrow Rate | 0.41 |
| Short Shares Avail. | 1.20 MM |
| Short Interest | 7.53 MM |
| Short Float | 0.24 % |
| Days to Cover | 4.93 days |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | 37.47 % |
| Volatility (1 yr) | 0.30 |
| Beta | 1.33 |
| Sharpe Ratio (1 yr) | 1.11 |
| Sortino Ratio (1 yr) | 1.74 |
| PE Ratio | 20.36 |
| Price/Book | 1.43 |
| Price/TBV | 1.56 |
| Book/Market | 0.70 |
| EBIT/EV | 0.02 |
| EBIT(3yr avg)/EV | 0.03 |
| ROA | 0.00 |
| ROE | 0.07 |
| ROIC | 0.01 |
| CROIC | -0.03 |
| OCROIC | 0.03 |
| Implied Volatility | 24.27 % |
| Put/Call OI Ratio | 1.22 |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for UBS Group AG is $40.38. The forecasts range from a low of $26.41 to a high of $48.38. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for UBS Group AG. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2016-07-12 | Bernstein | Underperform | Initiate | |
| 2016-06-28 | RBC Capital | Sector Perform | Underperform | Downgrade |
| 2016-06-09 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2016-05-13 | Societe Generale | Buy | Hold | Downgrade |
| 2016-05-03 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2016-02-17 | UBS | Sell | Maintains | |
| 2016-02-09 | Kepler Cheuvreux | Buy | Hold | Downgrade |
| 2016-02-03 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2016-01-07 | Barclays | Overweight | Equal-Weight | Downgrade |
| 2015-11-03 | Bank of America | Neutral | Underperform | Downgrade |
| 2015-10-28 | JP Morgan | Overweight | Neutral | Downgrade |
| 2015-09-15 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2015-05-20 | Bank of America | Neutral | Buy | Upgrade |
| 2015-02-26 | Exane BNP Paribas | Underperform | Initiate | |
| 2014-05-06 | Rafferty | Hold | Buy | Upgrade |
| 2014-03-31 | JP Morgan | Overweight | Maintains | |
| 2014-02-18 | Jefferies | Hold | Initiate | |
| 2014-01-08 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2014-01-07 | Societe Generale | Buy | Initiate | |
| 2013-11-27 | RBC Capital | Sector Perform | Outperform | Upgrade |
| 2013-11-05 | MainFirst | Market Perform | Outperform | Upgrade |
| 2013-10-30 | Bank of America | Buy | Neutral | Downgrade |
| 2013-07-31 | Keefe Bruyette & Woods | Underperform | Market Perform | Upgrade |
| 2013-06-20 | Bankhaus Lampe | Hold | Sell | Downgrade |
| 2013-05-28 | Societe Generale | Hold | Sell | Downgrade |
| 2013-05-22 | Keefe Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2013-04-19 | Deutsche Bank | Hold | Buy | Upgrade |
| 2013-02-19 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2013-01-30 | Exane BNP Paribas | Outperform | Neutral | Downgrade |
| 2013-01-24 | Societe Generale | Buy | Hold | Downgrade |
| 2012-11-06 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2012-11-01 | Societe Generale | Hold | Buy | Upgrade |
| 2012-08-01 | Rochdale Securities | Buy | Neutral | Downgrade |
| 2023-12-11 | BERENBERG | Buy | Buy | Maintains |
| 2023-11-27 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2023-11-27 | HSBC | Buy | Buy | Maintains |
| 2023-11-22 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-11-15 | DZ BANK | Hold | Hold | Maintains |
| 2023-11-09 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2023-09-12 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-09-06 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-29 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-28 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-28 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-08-28 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-28 | HSBC | Buy | Buy | Maintains |
| 2023-08-27 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-08-27 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-27 | HSBC | Buy | Buy | Maintains |
| 2023-08-16 | DZ BANK | Hold | Hold | Maintains |
| 2023-08-15 | DZ BANK | Hold | Hold | Maintains |
| 2023-07-24 | BERENBERG | Buy | Buy | Maintains |
| 2023-07-23 | BERENBERG | Buy | Buy | Maintains |
| 2023-06-23 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2023-06-22 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2023-05-29 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-05-28 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-05-22 | HSBC | Buy | Buy | Maintains |
| 2023-05-21 | HSBC | Buy | Buy | Maintains |
| 2023-05-17 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2023-05-16 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2023-05-16 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-05-15 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-05-09 | BERENBERG | Buy | Buy | Maintains |
| 2023-05-08 | BERENBERG | Buy | Buy | Maintains |
| 2023-04-28 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-04-27 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-04-17 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-04-03 | BERENBERG | Buy | Buy | Maintains |
| 2023-03-27 | HSBC | Buy | Buy | Maintains |
| 2023-03-22 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-03-17 | DZ BANK | Buy | Hold | Downgrade |
| 2023-03-16 | DZ BANK | Buy | Hold | Downgrade |
| 2023-02-09 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2023-02-08 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2023-02-01 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-02-01 | CREDIT SUISSE - EUROPE | Outperform | Neutral | Downgrade |
| 2023-01-31 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-01-31 | CREDIT SUISSE - EUROPE | Outperform | Neutral | Downgrade |
| 2022-12-08 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2022-12-07 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2022-07-04 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-07-03 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-05-25 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2022-05-24 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2021-10-29 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2021-10-28 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2021-10-28 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-10-27 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-09-20 | DZ BANK | Buy | Buy | Maintains |
| 2021-09-19 | DZ BANK | Buy | Buy | Maintains |
| 2021-03-12 | BANCO SANTANDER | Underweight | Underweight | Maintains |
| 2021-03-11 | BANCO SANTANDER | Underweight | Underweight | Maintains |
| 2021-01-15 | Berenberg | Hold | Buy | Upgrade |
| 2019-09-10 | Kepler Cheuvreux | Hold | Buy | Upgrade |
| 2019-08-21 | DZ Bank | Hold | Sell | Downgrade |
| 2017-11-10 | Bank of America | Neutral | Buy | Upgrade |
| 2017-01-12 | Societe Generale | Hold | Buy | Upgrade |
| 2016-12-12 | JP Morgan | Underweight | Neutral | Upgrade |
| 2016-12-05 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2016-11-10 | Keefe Bruyette & Woods | Underperform | Outperform | Upgrade |
| 2016-10-05 | RBC Capital | Underperform | Sector Perform | Upgrade |
| 2016-09-19 | Credit Suisse | Neutral | Initiate | |
| 2024-08-06 | DZ BANK | Hold | Buy | Upgrade |
| 2024-07-23 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2024-07-02 | BERENBERG | Buy | Buy | Maintains |
| 2024-06-10 | DAY BY DAY | Buy | Buy | Maintains |
| 2024-05-26 | HSBC | Buy | Buy | Maintains |
| 2024-05-15 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2024-05-02 | BANCO SANTANDER | Underweight | Neutral | Upgrade |
| 2024-02-15 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-12-10 | BERENBERG | Buy | Buy | Maintains |
| 2023-11-26 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2023-11-26 | HSBC | Buy | Buy | Maintains |
| 2023-11-21 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-11-14 | DZ BANK | Hold | Hold | Maintains |
| 2023-11-08 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2023-09-11 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-09-05 | DAY BY DAY | Buy | Buy | Maintains |
| 2025-03-27 | B of A Securities | Neutral | Underperform | Downgrade |
| 2025-01-03 | Exane BNP Paribas | Neutral | Outperform | Upgrade |
| 2024-12-08 | DAY BY DAY | Buy | Buy | Maintains |
| 2024-11-24 | HSBC | Buy | Buy | Maintains |
| 2024-11-10 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2024-11-07 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2024-11-07 | BANCO SANTANDER | Neutral | Neutral | Maintains |
| 2024-10-01 | BERENBERG | Buy | Buy | Maintains |
| 2024-09-08 | DZ BANK | Buy | Buy | Maintains |
| 2025-03-23 | HSBC | Buy | Buy | Maintains |
| 2025-02-13 | BANCO SANTANDER | Neutral | Neutral | Maintains |
| 2025-02-06 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2025-02-03 | JEFFERIES | Hold | Hold | Maintains |
| 2025-06-03 | Jefferies | Hold | Buy | Upgrade |
| 2025-07-08 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Buy | Upgrade |
| 2025-06-29 | JEFFERIES | Hold | Buy | Upgrade |
| 2025-06-15 | DAY BY DAY | Buy | Buy | Maintains |
| 2025-06-08 | BANCO SANTANDER | Neutral | Neutral | Maintains |
| 2025-05-25 | HSBC | Buy | Buy | Maintains |
| 2025-04-29 | JEFFERIES | Hold | Hold | Maintains |
