UBS Group AG (UBS) - Stock Price & Dividends

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

UBS Group AG, listed on the New York Stock Exchange under the ticker symbol UBS, provides financial advice and solutions to a broad range of clients globally. The company operates through four primary divisions:

1. Global Wealth Management: Offering investment advice, lending solutions, estate planning, investment management, and mortgage services, among others.

2. Personal & Corporate Banking: Providing personal banking products like deposits, cards, and online banking, as well as corporate solutions including capital markets, private placements, trade finance, and cash management.

3. Asset Management: Delivering a diverse range of investment strategies including equities, fixed income, hedge funds, real estate, and advisory services such as asset allocation and fiduciary offerings.

4. Investment Bank: Advising clients on strategic business opportunities, aiding in capital raising, facilitating securities trading, risk management, and offering financial market insights.

Founded in 1862 and headquartered in Zurich, Switzerland, UBS Group AG was previously known as UBS AG before changing its name in December 2014. Learn more about UBS Group AG on their official 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 101,560m
Sector Financial Services
Industry Banks - Diversified
GiC SubIndustry Diversified Capital Markets
TER 0.00%
IPO / Inception 2014-11-21

UBS Stock Ratings

Fundamental 2.52
Dividend 4.33
Growth 5y 9.09
Rel. Performance vs Sector 2.10
Analysts 3.67/5
Fair Price Momentum 36.28 USD
Fair Price DCF 426.00 USD

UBS Dividends

Yield 12m 1.76%
Yield on Cost 5y 5.83%
Dividends CAGR 5y -4.30%
Payout Consistency 89.1%

UBS Growth Ratios

Growth 12m 60.34%
Growth Correlation 12m 74%
Growth Correlation 3m 10%
CAGR 5y 27.05%
Sharpe Ratio 12m 2.15
Alpha vs SP500 12m 22.91
Beta vs SP500 5y weekly 1.19
ValueRay RSI 59.50
Volatility GJR Garch 1y 23.85%
Price / SMA 50 6.55%
Price / SMA 200 21.24%
Current Volume 3203.8k
Average Volume 20d 3356.7k

External Links for UBS Stock

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What is the price of UBS stocks?
As of March 29, 2024, the stock is trading at USD 31.40 with a total of 3,203,844 shares traded.
Over the past week, the price has changed by +0.58%, over one month by +9.91%, over three months by +0.67% and over the past year by +66.12%.
What is the forecast for UBS stock price target?
According to ValueRays Forecast Model, UBS UBS Group AG will be worth about 40 in March 2025. The stock is currently trading at 31.40. This means that the stock has a potential upside of +27.36%.
Issuer Forecast Upside
Wallstreet Target Price 33.6 6.85%
Analysts Target Price 34 8.22%
ValueRay Target Price 40 27.4%

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.