UBS 📈 UBS - Overview

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

UBS: Banking, Investments, Wealth, Management, Lending, Securities

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's operations are organized into five main divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. Through these divisions, UBS offers a broad array of services, including investment advice, estate and wealth planning, investing, corporate and banking, and investment management. Additionally, the company provides mortgage, securities-based, and structured lending solutions, as well as personal banking products and services such as deposits, credit and debit cards, and online and mobile banking.

The company's services extend to lending, investments, retirement, and wealth management, catering to the diverse needs of its clients. UBS also provides corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. Furthermore, the company offers a range of investment products and services, including equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, and customized multi-asset solutions.

UBS advises clients on strategic business opportunities and helps them raise capital to fund their activities, enabling them to buy, sell, and finance securities on capital markets and to manage risks and liquidity. The company distributes, trades in, finances, and clears cash equities and equity-linked products, 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 history dating back to 1862, UBS Group AG is headquartered in Zurich, Switzerland, and has undergone significant transformations, including a name change from UBS AG to UBS Group AG in December 2014.

As a publicly traded company listed on the New York Stock Exchange (NYSE) under the ticker symbol UBS, UBS Group AG is subject to the highest standards of corporate governance and transparency. The company's common stock is traded under the ISIN CH0244767585 and is classified under the GICS Sub Industry of Diversified Capital Markets. With a strong online presence, UBS Group AG can be found at https://www.ubs.com, providing easy access to information about its services, products, and operations.

Additional Sources for UBS Stock

UBS Stock Overview

Market Cap in USD 101,578m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Capital Markets
IPO / Inception 2014-11-21

UBS Stock Ratings

Growth 5y 94.7%
Fundamental 32.6%
Dividend 40.2%
Rel. Strength Industry -66.8
Analysts 3/5
Fair Price Momentum 36.44 USD
Fair Price DCF 422.05 USD

UBS Dividends

Dividend Yield 12m 3.28%
Yield on Cost 5y 10.32%
Annual Growth 5y -6.39%
Payout Consistency 87.9%

UBS Growth Ratios

Growth Correlation 3m -36.5%
Growth Correlation 12m 72.3%
Growth Correlation 5y 96.2%
CAGR 5y 25.78%
CAGR/Mean DD 5y 3.32
Sharpe Ratio 12m 0.32
Alpha -19.08
Beta 1.08
Volatility 28.43%
Current Volume 1861.5k
Average Volume 20d 1359.2k
What is the price of UBS stocks?
As of January 07, 2025, the stock is trading at USD 32.05 with a total of 1,861,500 shares traded.
Over the past week, the price has changed by +4.74%, over one month by -2.26%, over three months by +2.36% and over the past year by +9.80%.
Is UBS a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, UBS is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 32.63 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UBS as of January 2025 is 36.44. This means that UBS is currently undervalued and has a potential upside of +13.7% (Margin of Safety).
Is UBS a buy, sell or hold?
UBS has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold UBS.
  • Strong Buy: 0
  • Buy: 0
  • Hold: 2
  • Sell: 0
  • Strong Sell: 0
What are the forecast for UBS stock price target?
According to ValueRays Forecast Model, UBS UBS will be worth about 39.9 in January 2026. The stock is currently trading at 32.05. This means that the stock has a potential upside of +24.46%.
Issuer Forecast Upside
Wallstreet Target Price 32.9 2.7%
Analysts Target Price 34 6%
ValueRay Target Price 39.9 24.5%