UBS Group AG (UBS) Stock

About UBS Group AG

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.

UBS Group AG is led by CEO Sergio Ermotti, employs 106,789 people, headquartered in Zurich, CH, publicly traded since 2000.

UBS Group AG (UBS) stock trades at $51.80 with a market capitalization of $169.79B. The stock is valued at a price-to-earnings (P/E) ratio of 17.85, price-to-book of 1.68, price-to-sales of 2.57. Over the past 52 weeks the stock has ranged between $30.39 and $55.14, and currently trades 6.1% below its 52-week high. It pays a dividend yielding 2.22%.

On profitability, UBS Group AG generates a return on equity (ROE) of 10.16%, return on capital employed of 7.76%, an operating margin of 15.47%, a net profit margin of 13.26%.

In its most recent fiscal year, UBS Group AG reported annual revenue of $59.1B, net profit of $6.2B, revenue has compounded at 13.0% a year over the last five years, profit at 1.2% a year.

The balance sheet shows a debt-to-equity ratio of 4.23 — a leveraged balance sheet worth monitoring, a current ratio of 0.42, total assets of $1.62T, $209.9B in cash and equivalents.

UBS has an average daily trading volume of 2,102,553 shares, a beta of 0.84.

Official website: www.ubs.com