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

Through its various divisions, UBS offers a comprehensive suite of financial services and products. This includes investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. Additionally, the company provides personal banking products and services, such as deposits, credit and debit cards, online and mobile banking, lending, investments, retirement, and wealth management services.

For corporate and institutional clients, UBS offers a range of solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions. This enables clients to manage their payment and cash management services, trade and export finance, and global custody solutions. The company also provides a range of investment products and services, including equities, fixed income, hedge funds, real estate, and private markets, as well as indexed and alternative beta strategies, asset allocation, and currency investment strategies.

UBS also advises clients on strategic business opportunities, helping them raise capital to fund their activities. The company enables clients to buy, sell, and finance securities on capital markets, manage risks and liquidity, and distributes, trades in, finances, and clears cash equities and equity-linked products. Furthermore, UBS 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.

With a rich history dating back to 1862, UBS Group AG is headquartered in Zurich, Switzerland, and has undergone significant transformations over the years, including a name change from UBS AG to UBS Group AG in December 2014. Today, the company is a leading global financial services firm, committed to providing its clients with innovative and tailored solutions to meet their complex financial needs.

Drawdown (Underwater) Chart

Overall Trend and Yearly Seasonality

UBS Stock Overview

Market Cap in USD	98,634m
Sector	Financial Services
Industry	Banks - Diversified
GiC SubIndustry	Diversified Capital Markets
TER	0.00%
IPO / Inception	2014-11-21

UBS Stock Ratings

Growth 5y	91.2
Fundamental	27.7
Dividend	39.8
Rel. Performance vs Sector	-0.59
Analysts	4.00/5
Fair Price Momentum	35.53 USD
Fair Price DCF	1140.87 USD

UBS Dividends

Dividend Yield 12m	3.44%
Yield on Cost 5y	11.95%
Dividends CAGR 5y	-4.30%
Payout Consistency	86.6%

UBS Growth Ratios

Growth 12m	42.70%
Growth Correlation 12m	66%
Growth Correlation 3m	30%
CAGR 5y	28.20%
CAGR/Mean DD 5y	3.69
Sharpe Ratio 12m	1.48
Alpha vs SP500 12m	18.83
Beta vs SP500 5y weekly	1.20
ValueRay RSI	29.64
Volatility GJR Garch 1y	26.26%
Price / SMA 50	-0.29%
Price / SMA 200	8.8%
Current Volume	775.4k
Average Volume 20d	1197.8k

External Links for UBS Stock

News
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
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Fund Manager Positions
Dataroma • Stockcircle

What is the price of UBS stocks?
As of July 27, 2024, the stock is trading at USD 30.55 with a total of 775,445 shares traded.
Over the past week, the price has changed by +0.43%, over one month by +4.59%, over three months by +16.02% and over the past year by +43.28%.

What are the forecast for UBS stock price target?
According to ValueRays Forecast Model, UBS UBS Group AG will be worth about 38.9 in July 2025. The stock is currently trading at 30.55. This means that the stock has a potential upside of +27.2%.

Issuer	Forecast	Upside
Wallstreet Target Price	35.4	16.0
Analysts Target Price	34	11.2
ValueRay Target Price	38.9	27.2

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.