(UBSG) UBS - Ratings and Ratios

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

UBSG: Investment, Banking, Wealth, Management, Lending, Securities

UBS Group AG stands as a cornerstone in global finance, offering a comprehensive suite of financial services tailored to private, institutional, and corporate clients. With a legacy spanning over 150 years, UBS has established itself as a leader in wealth management, corporate banking, and investment solutions, operating across more than 50 countries.

The banks operational framework is divided into five distinct divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. This structured approach allows UBS to cater to a diverse range of client needs, from personalized wealth planning to complex corporate transactions.

In the realm of wealth management, UBS excels in providing holistic financial planning, including estate planning and investment strategies. Their corporate banking division offers a spectrum of services from traditional financing to transaction banking, ensuring liquidity management and trade finance solutions. The investment banking arm specializes in capital markets, structured credit, and advisory services, facilitating clients in strategic decisions and capital raising.

UBSs asset management sector is notable for its multi-asset solutions, incorporating equities, fixed income, hedge funds, and real estate investments. They also offer indexed and alternative beta strategies, emphasizing risk-adjusted returns. This division underscores UBSs commitment to innovation and diversification in investment approaches.

Financially, UBS Group AG presents a robust profile with a market capitalization exceeding 95 billion CHF. The price-to-earnings ratio stands at 21.70, with a forward P/E of 16.00, indicating a stable valuation. The price-to-book ratio of 1.19 reflects strong asset value, while the price-to-sales ratio of 2.03 highlights operational efficiency.

Ticker Symbol: UBSG (SW)
Type: Common Stock
Country Origin: Switzerland
GICS Sub Industry: Diversified Banks

UBSs strategic focus on sustainable investing and digital transformation positions it as a forward-thinking institution, committed to long-term value creation for its clients and shareholders. This approach not only underscores UBSs resilience but also its proactive stance in evolving financial markets.

Additional Sources for UBSG Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

UBSG Stock Overview

Market Cap in USD 107,077m
Sector Financial Services
Industry Banks - Diversified
GiC Sub-Industry Diversified Banks
IPO / Inception

UBSG Stock Ratings

Growth 5y 85.4%
Fundamental 13.3%
Dividend 24.7%
Rel. Strength Industry -3.61
Analysts -
Fair Price Momentum 33.07 CHF
Fair Price DCF 105.47 CHF

UBSG Dividends

Dividend Yield 12m 1.10%
Yield on Cost 5y 2.91%
Annual Growth 5y -9.28%
Payout Consistency 68.9%

UBSG Growth Ratios

Growth Correlation 3m 75.5%
Growth Correlation 12m 58.3%
Growth Correlation 5y 96.7%
CAGR 5y 22.45%
CAGR/Max DD 5y 0.59
Sharpe Ratio 12m 0.84
Alpha 4.00
Beta 1.10
Volatility 28.25%
Current Volume 6521.4k
Average Volume 20d 6357k
What is the price of UBSG stocks?
As of February 22, 2025, the stock is trading at CHF 30.32 with a total of 6,521,378 shares traded.
Over the past week, the price has changed by +0.46%, over one month by -3.87%, over three months by +7.75% and over the past year by +25.35%.
Is UBS a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, UBS is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 13.30 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 February 2025 is 33.07. This means that UBSG is currently overvalued and has a potential downside of 9.07%.
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 36.8 in February 2026. The stock is currently trading at 30.32. This means that the stock has a potential upside of +21.31%.
Issuer Forecast Upside
Wallstreet Target Price 31.8 4.9%
Analysts Target Price - -
ValueRay Target Price 36.8 21.3%