Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI Summary - About
UBS Group AG(UBS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for UBS
11/13/2026: UBS (4-star) is currently NOT-A-BUY. Pass it for now.
UBS Group AG is a leading global wealth manager and diversified financial services firm with a deep-rooted history in Switzerland. The company is currently focused on the transformational integration of Credit Suisse, a move that has significantly scaled its wealth management franchise. Its main strengths include a dominant position in managing assets for ultra-high-net-worth clients and a robust capital structure. Investors should monitor the progress of integration synergies and management's ability to navigate regulatory and operational risks effectively. The stock may suit income-focused investors who can tolerate the moderate volatility and execution risks associated with its current strategic phase.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely driven by acquisition integration rather than rapid organic expansion. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find value depending on successful synergy realization and positive earnings surprises. |
| Value investor | Strong fit | The stock often trades at a valuation that reflects the risks of integration, potentially offering value if execution succeeds. |
| Dividend investor | Strong fit | UBS has demonstrated a commitment to returning capital through consistent dividends and share buybacks. |
| Low-risk investor | Mixed fit | The stock carries moderate risk due to global economic exposure and complex integration challenges. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Financial stocks are sensitive to market cycles and macroeconomic data. |
| Valuation risk | Medium | Market sentiment regarding integration success can cause significant valuation swings. |
| Competition risk (Global Banking) | High | Competition from US and global players for wealth management assets is intense. |
| Business quality | Strong | The firm operates a high-quality global wealth management franchise. |
| Dividend income | Medium | Dividends are subject to regulatory capital requirements and profitability. |
| Execution risk | High | The integration of Credit Suisse is a multi-year effort with inherent operational and cultural risks. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 146.39B USD | Price to earnings Ratio 15.94 | 1Y Target Price 55.2 |
Price to earnings Ratio 15.94 | 1Y Target Price 55.2 | ||
Volume (30-day avg) 1.9M shares | Beta 0.84 | 52 Weeks Range 35.37 - 55.98 | Updated Date 11/13/2026 |
52 Weeks Range 35.37 - 55.98 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 2.27% | Basic EPS (TTM) 3.03 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Banks - Diversified
- BUY participation
- 33.3%
- Active BUY / eligible
- 6 / 18
- 30-Day BUY Count Change
- +4
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 38.35% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Global Wealth Management | Asset management and financial advice fees for wealthy clients. | The engine of the company, generating recurring income from managing client assets. |
| Investment Bank | Corporate advisory, trading, and research services. | Can be volatile but provides essential services to corporate and institutional clients. |
| Geography: Switzerland | Domestic retail and corporate banking services. | Provides a stable base of income and high market share in their home market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 0.91 | Actual 0.85 |
Profitability
Profit Margin 17.83% | Operating Margin (TTM) 31.8% |
Management Effectiveness
Return on Assets (TTM) 0.59% | Return on Equity (TTM) 10.91% |
Valuation
Trailing PE 15.94 | Forward PE 11.39 | Enterprise Value 183.40B | Price to Sales(TTM) 2.68 |
Enterprise Value 183.40B | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 7.69 | Enterprise Value to EBITDA - | Shares Outstanding 3.03B | Shares Floating 3.01B |
Shares Outstanding 3.03B | Shares Floating 3.01B | ||
Percent Insiders 0.07 | Percent Institutions 53.63 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.