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Upturn AI SWOT - About
UBS 
UBS Group AG (UBS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/13/2025: 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 $41.16
1 Year Target Price $41.16
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.93% | Avg. Invested days 38 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 128.35B USD | Price to earnings Ratio 21.37 | 1Y Target Price 41.16 |
Price to earnings Ratio 21.37 | 1Y Target Price 41.16 | ||
Volume (30-day avg) 2 | Beta 0.92 | 52 Weeks Range 24.54 - 42.56 | Updated Date 10/13/2025 |
52 Weeks Range 24.54 - 42.56 | Updated Date 10/13/2025 | ||
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 - | When - | Estimate - | Actual - |
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 21.37 | Forward PE 14.37 | Enterprise Value 156915056640 | Price to Sales(TTM) 2.73 |
Enterprise Value 156915056640 | Price to Sales(TTM) 2.73 | ||
Enterprise Value to Revenue 7.52 | Enterprise Value to EBITDA - | Shares Outstanding 3169176117 | Shares Floating 3153647154 |
Shares Outstanding 3169176117 | Shares Floating 3153647154 | ||
Percent Insiders 0.06 | Percent Institutions 54.7 |
Upturn AI SWOT
UBS Group AG
Company Overview
History and Background
UBS Group AG traces its roots to 1862 with the establishment of the Bank in Winterthur. It evolved through mergers, most notably the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation, forming UBS. It has undergone significant restructuring since the 2008 financial crisis.
Core Business Areas
- Global Wealth Management: Provides financial services and advice to wealthy individuals and families worldwide, including investment management, wealth planning, and lending solutions.
- Investment Bank: Offers a range of investment banking services, including advisory services for mergers and acquisitions, underwriting of debt and equity offerings, and sales and trading of securities.
- Asset Management: Manages investment portfolios for institutional and wholesale clients, offering a variety of investment strategies across different asset classes.
- Personal & Corporate Banking: Provides banking products and services to individuals, small businesses, and corporate clients in Switzerland, including deposit accounts, loans, and payment services.
Leadership and Structure
UBS Group AG is led by a Board of Directors. The Group Executive Board is responsible for the day-to-day management of the firm. CEO Sergio Ermotti oversees the Group Executive Board.
Top Products and Market Share
Key Offerings
- Asset Management Solutions: Offers various investment strategies. Competitors include BlackRock, Vanguard and State Street Global Advisors.
- Investment Banking Advisory: Provides advisory services for M&A. Competitors include Goldman Sachs, JP Morgan Chase and Morgan Stanley
- Wealth Management Services: Manages assets for high-net-worth individuals. Market share data varies regionally but UBS is a top 3 global player. Competitors include Morgan Stanley, Goldman Sachs, and Bank of America.
Market Dynamics
Industry Overview
The financial services industry is undergoing rapid technological change, increasing regulation, and shifting client expectations. Competition is intense, and firms are facing pressure to improve efficiency and profitability.
Positioning
UBS is a leading global wealth manager and investment bank, known for its expertise in serving high-net-worth individuals and institutional clients. Its competitive advantages include a strong brand, global reach, and a diversified business model.
Total Addressable Market (TAM)
The global wealth management market is estimated to be worth trillions of dollars. UBS is positioned to capture a significant share of this market through its global presence and expertise.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence and reach
- Diversified business model
- Expertise in wealth management and investment banking
- High Capitalization
Weaknesses
- Exposure to regulatory risks
- High operating costs
- Potential for reputational damage
- Integration risks with Credit Suisse Merger
- Reliance on Financial Sector Stability
Opportunities
- Growth in emerging markets
- Increasing demand for wealth management services
- Expansion of digital banking platforms
- Growing market for sustainable investing
- Post-Merger Synergies
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical instability
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- MS
- GS
- BAC
- JPM
Competitive Landscape
UBS's advantages include its global reach, strong brand, and diversified business model. Disadvantages include high operating costs and exposure to regulatory risks. Competitors like MS and GS have similar advantages but may have different strengths in specific areas.
Major Acquisitions
Credit Suisse
- Year: 2023
- Acquisition Price (USD millions): 3250
- Strategic Rationale: Acquisition stabilized Swiss banking sector, expanded UBS's wealth management reach, and created synergies despite integration challenges.
Growth Trajectory and Initiatives
Historical Growth: UBS Group AG's growth trends can be analyzed by examining historical financial data and identifying key drivers of growth.
Future Projections: Analyst estimates for future growth can be found in financial news sources and research reports. These estimates can be used to project UBS Group AG's future performance.
Recent Initiatives: Recent strategic initiatives undertaken by UBS Group AG can be identified by monitoring company announcements and news reports.
Summary
UBS is a powerful global financial institution, significantly bolstered by its acquisition of Credit Suisse. This acquisition addresses systemic stability concerns but presents complex integration challenges. UBS excels in wealth management and investment banking, benefiting from a strong brand and global reach. Successfully managing integration and navigating regulatory landscapes are crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Reports
- Financial News Outlets (e.g., Reuters, Bloomberg)
- Analyst Research Reports
- Market Data Platforms (e.g., FactSet, Refinitiv)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Consult with a qualified financial advisor before making any 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.
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