UBS Group AG (UBS) - Stock Price & Dividends

Exchange: USA Stocks • Country: Switzerland • Currency: USD • Type: Common Stock • ISIN: CH0244767585

Banking, Investing, Wealth Management, Asset Management, Corporate Finance

UBS Group AG is a leading global financial services company that provides a wide range of financial solutions to private, institutional, and corporate clients worldwide. The company operates through five main divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy.

Through its Global Wealth Management division, UBS offers investment advice, estate and wealth planning, and investment management services to high net worth individuals and families. The company's Personal & Corporate Banking division provides personal banking products and services, including deposits, credit and debit cards, online and mobile banking, as well as lending, investments, retirement, and wealth management services to individuals and small businesses.

The Asset Management division of UBS offers a broad range of investment products and services, including equities, fixed income, hedge funds, real estate, and private markets. The company's Investment Bank division provides corporate and institutional clients with a range of services, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions.

In addition to these services, UBS also advises clients on strategic business opportunities and helps them raise capital to fund their activities. The company enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity. UBS also distributes, trades in, finances, and clears cash equities and equity-linked products, and structures, originates, and distributes new equity and equity-linked issues.

With a rich history dating back to 1862, UBS Group AG is headquartered in Zurich, Switzerland, and has a strong presence in over 50 countries around the world. The company has a strong commitment to innovation, sustainability, and social responsibility, and is dedicated to providing its clients with exceptional financial solutions and services.

For more information, please visit the company's website at https://www.ubs.com.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for UBS Group AG (UBS) - Stock Price & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for UBS Group AG (UBS) - Stock Price & Dividends

UBS Stock Overview

Market Cap in USD 102,221m
Sector Financial Services
Industry Banks - Diversified
GiC SubIndustry Diversified Capital Markets
TER 0.00%
IPO / Inception 2014-11-21

UBS Stock Ratings

Growth 5y 90.9
Fundamental 28.3
Dividend 5.12
Rel. Performance vs Sector 2.29
Analysts 3.67/5
Fair Price Momentum 35.08 USD
Fair Price DCF 1186.14 USD

UBS Dividends

Yield 12m 3.45%
Yield on Cost 5y 11.81%
Dividends CAGR 5y -4.30%
Payout Consistency 89.1%

UBS Growth Ratios

Growth 12m 54.87%
Growth Correlation 12m 70%
Growth Correlation 3m 30%
CAGR 5y 27.79%
CAGR/Mean DD 5y 3.53
Sharpe Ratio 12m 1.96
Alpha vs SP500 12m 26.17
Beta vs SP500 5y weekly 1.20
ValueRay RSI 27.01
Volatility GJR Garch 1y 26.19%
Price / SMA 50 4.22%
Price / SMA 200 11.64%
Current Volume 1583.8k
Average Volume 20d 1648k

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What is the price of UBS stocks?
As of June 15, 2024, the stock is trading at USD 30.40 with a total of 1,583,768 shares traded.
Over the past week, the price has changed by -3.86%, over one month by +0.80%, over three months by +0.96% and over the past year by +54.27%.
What are the forecast for UBS stock price target?
According to ValueRays Forecast Model, UBS UBS Group AG will be worth about 38.4 in June 2025. The stock is currently trading at 30.40. This means that the stock has a potential upside of +26.45%.
Issuer Forecast Upside
Wallstreet Target Price 32.9 8.22
Analysts Target Price 34 11.8
ValueRay Target Price 38.4 26.4

Understanding UBS Group AG: From Historical Roots to Modern Financial Powerhouse

A Glimpse into History

UBS Group AG, a beacon in the financial services sector, has its roots stretching back to the mid-19th century. Established through the merger of Union Bank of Switzerland and Swiss Bank Corporation in 1998, its origins can be traced to 1862, when its earliest predecessor bank was founded. This rich history lays the foundation for the globally respected institution we recognize today, deeply ingrained with a legacy of banking excellence and innovation.

Core Business Ventures

At its core, UBS focuses on providing comprehensive financial services in wealth management, investment banking, and asset management. Wealth Management, the jewel in its crown, caters to the high net worth and ultra-high net worth individuals across the globe, offering personalized financial advice and solutions. The Investment Bank arm serves corporate, institutional, and government clients, offering expertise in advisory services, financing, and risk management. Lastly, in Asset Management, UBS manages assets for institutions, corporations, and individuals, demonstrating prowess in both traditional and alternative investment strategies.

Exploring Side Businesses

Beyond its mainstay financial services, UBS has ventured into various side businesses, adapting to market demands and future-proofing its portfolio. This includes a foray into digital banking solutions, sustainability-focused investment offerings, and fintech collaborations, showcasing its commitment to innovation and responsible banking.

Current Market Status

Today, UBS stands as a formidable entity in the global financial marketplace, boasting a strong presence in major financial centers worldwide. As of the latest financial year, it has shown resilience and adaptability amid global economic changes, continuing to drive growth and profitability. The group's strategic decisions, focused on core businesses while expanding its digital and sustainable investment offerings, position it well for future challenges and opportunities in the ever-evolving financial landscape.