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Upturn stock ratingUpturn stock rating
UBS logo

UBS Group AG (UBS)

Upturn stock ratingUpturn stock rating
$33.82
Last Close (24-hour delay)
Profit since last BUY4.77%
upturn advisory
Consider higher Upturn Star rating
BUY since 28 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: UBS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

2 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Year Target Price $31

Year Target Price $31

Analyst’s Price TargetsFor last 52 week
$31Target price
Low$25.34
Current$33.82
high$35.28

Analysis of Past Performance

Type Stock
Historic Profit -2.52%
Avg. Invested days 29
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 107.81B USD
Price to earnings Ratio 22.1
1Y Target Price 31
Price to earnings Ratio 22.1
1Y Target Price 31
Volume (30-day avg) 2
Beta 0.94
52 Weeks Range 25.34 - 35.28
Updated Date 06/30/2025
52 Weeks Range 25.34 - 35.28
Updated Date 06/30/2025
Dividends yield (FY) 2.69%
Basic EPS (TTM) 1.53

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 22.1
Forward PE 16.81
Enterprise Value 121870131200
Price to Sales(TTM) 2.26
Enterprise Value 121870131200
Price to Sales(TTM) 2.26
Enterprise Value to Revenue 7.04
Enterprise Value to EBITDA -
Shares Outstanding 3187790080
Shares Floating 3171725805
Shares Outstanding 3187790080
Shares Floating 3171725805
Percent Insiders 0.06
Percent Institutions 57.47

Analyst Ratings

Rating 2
Target Price 31
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold 1
Sell 1
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

UBS Group AG

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 106789

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.