Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
UBS 
UBS Group AG (UBS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: UBS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $35.1
1 Year Target Price $35.1
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.39% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 126.51B USD | Price to earnings Ratio 21.12 | 1Y Target Price 35.1 |
Price to earnings Ratio 21.12 | 1Y Target Price 35.1 | ||
Volume (30-day avg) 2 | Beta 0.92 | 52 Weeks Range 24.54 - 40.21 | Updated Date 08/15/2025 |
52 Weeks Range 24.54 - 40.21 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 2.26% | Basic EPS (TTM) 1.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-12 | When - | Estimate 0.6066 | Actual 0.8226 |
Profitability
Profit Margin 13.36% | Operating Margin (TTM) 26.91% |
Management Effectiveness
Return on Assets (TTM) 0.39% | Return on Equity (TTM) 7.26% |
Valuation
Trailing PE 21.12 | Forward PE 21.6 | Enterprise Value 157295362048 | Price to Sales(TTM) 2.69 |
Enterprise Value 157295362048 | Price to Sales(TTM) 2.69 | ||
Enterprise Value to Revenue 7.51 | Enterprise Value to EBITDA - | Shares Outstanding 3169179904 | Shares Floating 3153678846 |
Shares Outstanding 3169179904 | Shares Floating 3153678846 | ||
Percent Insiders 0.06 | Percent Institutions 55.03 |
Upturn AI SWOT
UBS Group AG
Company Overview
History and Background
UBS Group AG traces its roots back to 1862 with the establishment of the Bank in Winterthur. It was formed through the merger of Union Bank of Switzerland and Swiss Bank Corporation in 1998. Over time, UBS has evolved into a global financial services firm, expanding its reach and diversifying its offerings.
Core Business Areas
- Global Wealth Management: Provides comprehensive advice and tailored financial solutions to wealthy individuals and families worldwide.
- Investment Bank: Offers advisory and capital markets services to corporations, institutions, and governments.
- Asset Management: Manages investments for institutional and wholesale clients, as well as through wealth management channels.
- Personal & Corporate Banking: Provides banking products and services to individual, corporate, and institutional clients in Switzerland.
Leadership and Structure
UBS Group AG is led by a Group Executive Board and overseen by the Board of Directors. The CEO is Sergio Ermotti. The organizational structure is based on its four core business divisions, supported by Group Functions.
Top Products and Market Share
Key Offerings
- Wealth Management Advice & Solutions: Provides financial planning, investment advice, and access to a wide range of investment products. Market share in global wealth management is significant, estimated around 12%, making it a leading player. Competitors include Morgan Stanley, Bank of America, and Credit Suisse (now part of UBS).
- Investment Banking Advisory: Offers M&A advisory, capital markets underwriting, and restructuring services. Market share varies by region and deal type, but UBS consistently ranks among the top investment banks globally. Competitors include Goldman Sachs, JP Morgan Chase, and Morgan Stanley.
- Asset Management Solutions: Offers a wide range of active and passive investment strategies across various asset classes. AUM (Assets Under Management) fluctuates based on market conditions. Competitors include BlackRock, Vanguard, and State Street.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, technological advancements, and macroeconomic factors. Key trends include increased digitalization, focus on sustainable investing, and consolidation among players.
Positioning
UBS Group AG is positioned as a leading global financial services firm with a strong focus on wealth management and investment banking. Its competitive advantages include its brand reputation, global reach, and comprehensive product offerings.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. UBS Group AG is well-positioned to capture a significant portion of this TAM through its established presence and client relationships.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global reach and distribution network
- Diversified business model
- Experienced management team
- High regulatory standards
Weaknesses
- Exposure to regulatory risks
- Integration challenges after Credit Suisse acquisition
- Potential for reputational damage
- High operating costs
- Reliance on key personnel
Opportunities
- Growing demand for wealth management services in emerging markets
- Increased adoption of digital technologies
- Expansion into new business areas
- Strategic acquisitions and partnerships
- Growing demand for sustainable investments
Threats
- Increased competition from fintech companies
- Economic downturns
- Geopolitical instability
- Cybersecurity risks
- Regulatory changes
Competitors and Market Share
Key Competitors
- MS
- BAC
- GS
- JPM
Competitive Landscape
UBS Group AG competes with other large financial institutions based on brand reputation, product offerings, and global reach. Its acquisition of Credit Suisse changes the competitive dynamics by eliminating a key competitor.
Major Acquisitions
Credit Suisse
- Year: 2023
- Acquisition Price (USD millions): 3250
- Strategic Rationale: UBS acquired Credit Suisse to create a stronger, more competitive global financial services firm and to address a systemic risk to the Swiss economy.
Growth Trajectory and Initiatives
Historical Growth: UBS Group AG has experienced moderate growth over the past years, driven by its wealth management and investment banking businesses.
Future Projections: Analyst estimates project continued growth for UBS Group AG, driven by its strategic initiatives and market trends. (Hypothetical Growth rate: 3-5% annually)
Recent Initiatives: Recent strategic initiatives include the acquisition of Credit Suisse, investment in digital technologies, and expansion into new markets.
Summary
UBS Group AG is a strong global financial institution especially after the Credit Suisse aquisition, leveraging its wealth management and investment banking strengths. Regulatory challenges, integration, and economic volatility pose potential concerns. Focus on efficiency and future planning are important.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Articles
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is based on available information and is subject to change. It is not financial advice. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About UBS Group AG
Exchange NYSE | Headquaters - | ||
IPO Launch date 2014-11-21 | Group CEO & President of the Group Executive Board Mr. Sergio P. Ermotti | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 105132 | Website https://www.ubs.com |
Full time employees 105132 | Website https://www.ubs.com | ||
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. Further, it advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.