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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
07/11/2025: UBS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $31
1 Year Target Price $31
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.87% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 113.85B USD | Price to earnings Ratio 23.64 | 1Y Target Price 31 |
Price to earnings Ratio 23.64 | 1Y Target Price 31 | ||
Volume (30-day avg) 2 | Beta 0.94 | 52 Weeks Range 25.34 - 36.23 | Updated Date 07/12/2025 |
52 Weeks Range 25.34 - 36.23 | Updated Date 07/12/2025 | ||
Dividends yield (FY) 2.66% | Basic EPS (TTM) 1.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.52% | Operating Margin (TTM) 22.94% |
Management Effectiveness
Return on Assets (TTM) 0.32% | Return on Equity (TTM) 5.86% |
Valuation
Trailing PE 23.64 | Forward PE 19.01 | Enterprise Value 121870131200 | Price to Sales(TTM) 2.38 |
Enterprise Value 121870131200 | Price to Sales(TTM) 2.38 | ||
Enterprise Value to Revenue 7.2 | Enterprise Value to EBITDA - | Shares Outstanding 3187790080 | Shares Floating 3171725805 |
Shares Outstanding 3187790080 | Shares Floating 3171725805 | ||
Percent Insiders 0.06 | Percent Institutions 57.62 |
Upturn AI SWOT
UBS Group AG
Company Overview
History and Background
UBS Group AG was founded in 1862 as the Bank in Winterthur. Through mergers and acquisitions, notably with Swiss Bank Corporation in 1998, it evolved into a global financial services firm.
Core Business Areas
- Global Wealth Management: Provides financial planning, investment management, and wealth management services to high-net-worth and ultra-high-net-worth individuals and families.
- Investment Bank: Offers advisory and capital markets services, including mergers and acquisitions, equity underwriting, and debt financing.
- Asset Management: Manages investment funds and portfolios for institutional and retail clients across a range of asset classes.
- Personal & Corporate Banking: Provides banking products and services to personal and corporate clients in Switzerland.
Leadership and Structure
The Group CEO is Sergio P. Ermotti. The organizational structure includes the Group Executive Board, which oversees the firm's business divisions and corporate functions.
Top Products and Market Share
Key Offerings
- Users: Undisclosed, but substantial HNW client base
- Wealth Management Advisory: Provides personalized investment advice and financial planning to high-net-worth individuals. Market share is estimated around 10% globally amongst wealth managers. Competitors include Morgan Stanley, Goldman Sachs, and Bank of America.
- Investment Banking (M&A Advisory): Advises corporations on mergers, acquisitions, and other strategic transactions. Market share fluctuates based on deal activity, generally in the top 10 globally. Competitors include Goldman Sachs, JP Morgan, and Morgan Stanley.
- Revenue: Varies based on deal flow
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and competition for clients and assets.
Positioning
UBS Group AG is a global leader in wealth management and a significant player in investment banking and asset management, leveraging its global reach and brand recognition.
Total Addressable Market (TAM)
The global wealth management market is estimated to be worth hundreds of trillions of dollars. UBS is positioned to capture a significant share of this market, focusing on high-net-worth individuals and institutions.
Upturn SWOT Analysis
Strengths
- Strong global brand recognition
- Leading position in wealth management
- Diversified business model
- Robust risk management framework
- High regulatory capital
Weaknesses
- Exposure to regulatory risks
- Dependence on market conditions
- Potential for reputational damage
- High operating costs
- Integration risk from acquisitions
Opportunities
- Growth in emerging markets
- Expansion of digital wealth management services
- Increased demand for sustainable investing
- Strategic acquisitions
- Cross-selling opportunities
Threats
- Increased competition
- Geopolitical risks
- Economic downturns
- Cybersecurity threats
- Changing regulatory landscape
Competitors and Market Share
Key Competitors
- Morgan Stanley (MS)
- Goldman Sachs (GS)
- JPMorgan Chase & Co (JPM)
- Bank of America (BAC)
Competitive Landscape
UBS benefits from a strong wealth management franchise, but faces competition from other global banks with larger capital markets businesses.
Major Acquisitions
Credit Suisse
- Year: 2023
- Acquisition Price (USD millions): 3250
- Strategic Rationale: The acquisition was to eliminate a major competitor in the Swiss and global banking market, grow assets under management, and capitalize on synergies.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by expansion in wealth management and strategic acquisitions.
Future Projections: Analyst estimates project continued growth in wealth management and asset management, with focus on digital platforms.
Recent Initiatives: Recent initiatives include strategic acquisitions (like Credit Suisse), investments in technology, and expansion in key markets.
Summary
UBS is a global financial services giant with a strong focus on wealth management. The acquisition of Credit Suisse presents both opportunities and challenges, potentially driving future growth but also requiring careful integration. Regulatory scrutiny and market volatility remain key considerations for UBS's outlook, but their strengths in wealth management provide a solid foundation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Press Releases
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance are subject to change. The AI-based rating is a general assessment and should not be the sole basis for 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 106789 | Website https://www.ubs.com |
Full time employees 106789 | 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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