(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.
Additional Sources for UBSG Stock
UBSG Stock Overview
| Market Cap in USD | 95,860m |
| Sector | Financial Services |
| Industry | Banks - Diversified |
| GiC Sub-Industry | Diversified Banks |
| IPO / Inception |
UBSG Stock Ratings
| Growth Rating | 79.2 |
| Fundamental | 27.6 |
| Dividend Rating | 27.4 |
| Rel. Strength | -15.1 |
| Analysts | - |
| Fair Price Momentum | 25.48 CHF |
| Fair Price DCF | 100.32 CHF |
UBSG Dividends
| Dividend Yield 12m | 1.41% |
| Yield on Cost 5y | 4.22% |
| Annual Growth 5y | -9.28% |
| Payout Consistency | 69.2% |
UBSG Growth Ratios
| Growth Correlation 3m | -87.5% |
| Growth Correlation 12m | 32.1% |
| Growth Correlation 5y | 96% |
| CAGR 5y | 23.24% |
| CAGR/Max DD 5y | 0.72 |
| Sharpe Ratio 12m | 0.46 |
| Alpha | -11.34 |
| Beta | 1.196 |
| Volatility | 33.11% |
| Current Volume | 10525k |
| Average Volume 20d | 8495k |
As of May 01, 2025, the stock is trading at CHF 24.89 with a total of 10,524,976 shares traded.
Over the past week, the price has changed by +2.81%, over one month by -5.89%, over three months by -21.81% and over the past year by +4.19%.
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 27.64 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 25.48. This means that UBSG is currently overvalued and has a potential downside of 2.37%.
UBS has no consensus analysts rating.
According to ValueRays Forecast Model, UBSG UBS will be worth about 27.5 in May 2026. The stock is currently trading at 24.89. This means that the stock has a potential upside of +10.57%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 29.8 | 19.7% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 27.5 | 10.6% |