(UBSG) UBS - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0244767585

UBSG: Banking, Investments, Wealth Management, Asset Management, Lending

UBS Group AG (SW:UBSG) is a global financial institution offering comprehensive financial services to private, institutional, and corporate clients. The company operates through five key divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. UBS provides a wide array of financial solutions, including investment advice, wealth and estate planning, corporate and banking services, and investment management. Additionally, it offers personal banking products such as deposits, credit and debit cards, and digital banking services. The company also provides corporate and institutional solutions, including capital markets, transaction banking, and custody services. UBS Group AG, formerly known as UBS AG, was founded in 1862 and is headquartered in Zurich, Switzerland.

The companys services extend to equities, fixed income, hedge funds, real estate, and private markets. It offers asset allocation strategies, alternative beta solutions, and multi-asset advisory services. UBS also provides strategic advisory services, capital raising, and risk management solutions. The firm plays a significant role in capital markets, enabling clients to execute trades, manage risks, and optimize liquidity. UBS Group AG is a major player in global financial markets, with a strong presence in Switzerland and operations worldwide.

Based on the provided and , here is a 3-month forecast for UBS Group AG (SW:UBSG): The stock is currently trading below its 20-day, 50-day, and 200-day moving averages (25.03, 27.58, and 27.24, respectively), indicating bearish momentum. The Average True Range (ATR) of 1.13 suggests moderate volatility. With a forward P/E of 14.10 and a P/B ratio of 0.99, the stock may find support from improving earnings expectations and its book value. However, the current price of 22.99 and the bearish technical setup suggest potential resistance at the 20-day and 50-day SMAs. Over the next three months, UBSG is likely to face headwinds from the technical downtrend but could stabilize if fundamental improvements align with market expectations.

Additional Sources for UBSG Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

UBSG Stock Overview

Market Cap in USD 97,815m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Banks
IPO / Inception

UBSG Stock Ratings

Growth Rating 77.9
Fundamental 22.5
Dividend Rating 29.0
Rel. Strength -18.8
Analysts -
Fair Price Momentum 26.79 CHF
Fair Price DCF 33.37 CHF

UBSG Dividends

Dividend Yield 12m 1.39%
Yield on Cost 5y 4.26%
Annual Growth 5y -9.28%
Payout Consistency 69.2%

UBSG Growth Ratios

Growth Correlation 3m -85.4%
Growth Correlation 12m 23.5%
Growth Correlation 5y 95.9%
CAGR 5y 24.34%
CAGR/Max DD 5y 0.75
Sharpe Ratio 12m 0.47
Alpha -14.19
Beta 1.196
Volatility 22.97%
Current Volume 6992.8k
Average Volume 20d 6880.2k
What is the price of UBSG stocks?
As of May 09, 2025, the stock is trading at CHF 25.77 with a total of 6,992,837 shares traded.
Over the past week, the price has changed by +1.90%, over one month by +13.58%, over three months by -13.62% and over the past year by -0.57%.
Is UBS a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, UBS is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 22.46 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UBSG as of May 2025 is 26.79. This means that UBSG is currently overvalued and has a potential downside of 3.96%.
Is UBSG a buy, sell or hold?
UBS has no consensus analysts rating.
What are the forecast for UBSG stock price target?
According to ValueRays Forecast Model, UBSG UBS will be worth about 29 in May 2026. The stock is currently trading at 25.77. This means that the stock has a potential upside of +12.42%.
Issuer Forecast Upside
Wallstreet Target Price 29.5 14.4%
Analysts Target Price - -
ValueRay Target Price 29 12.4%