UBS Group AG (UBS)

CH — Financial Services Sector
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Key Metrics & Ratings

  • symbol UBS
  • Rev/Share 16.5777
  • Book/Share 27.5488
  • PB 1.3613
  • Debt/Equity 3.8555
  • CurrentRatio 0.2993
  • ROIC 0.0079

 

  • MktCap 118593314787.0
  • FreeCF/Share 1.5597
  • PFCF 23.9148
  • PE 23.6338
  • Debt/Assets 0.2178
  • DivYield 0.0239
  • ROE 0.0586

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 5
  • P/B Score 3
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade UBS BofA Securities Underperform Neutral -- -- July 22, 2025
Downgrade UBS Morgan Stanley Equal Weight Underweight -- -- June 18, 2025
Upgrade UBS Jefferies Hold Buy -- -- June 3, 2025
Downgrade UBS BofA Securities Neutral Underperform -- -- March 27, 2025
Downgrade UBS Morgan Stanley Overweight Equal Weight -- -- Feb. 20, 2025
Upgrade UBS Deutsche Bank Hold Buy -- -- Feb. 10, 2025
Upgrade UBS Kepler Hold Buy -- -- Jan. 10, 2025
Resumed UBS BofA Securities -- Neutral -- -- Sept. 19, 2024

News

UBS Group Q2 Earnings & Revenues Rise Y/Y, Expenses Decline
UBS
Published: July 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

UBS posted a $2.39B Q2 profit, boosted by Wealth and Investment Bank gains, while costs fell and Credit Suisse integration advanced.

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image for news UBS Group Q2 Earnings & Revenues Rise Y/Y, Expenses Decline
UBS (UBS) Beats Q2 Earnings and Revenue Estimates
UBS
Published: July 30, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.34 per share a year ago.

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image for news UBS (UBS) Beats Q2 Earnings and Revenue Estimates
UBS warns of clients' 'tariff fatigue'
UBS
Published: July 30, 2025 by: CNBC International TV
Sentiment: Negative

Swiss lender UBS posts a Q2 net profit beat but CEO Sergio Ermotti tells CNBC that tariff ‘fatigue' is beginning to affect client sentiment. Chinese and U.S. negotiators have failed to confirm a trade truce following 2 days of discussions in Stockholm.

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image for news UBS warns of clients' 'tariff fatigue'
UBS CEO Sergio Ermotti on Earnings, Capital Requirements, Trade
UBS
Published: July 30, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

UBS Chief Executive Officer Sergio Ermotti talks about the bank's performance in the second quarter as it raid net income was $2.4 billion in the three months to June, compared with estimates for $2.2 billion. He also discusses Switzerland's planned bank capital rules, and says that having a global diversified business is a strength for UBS and for Switzerland, and "shrinking is definitely not an option.

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image for news UBS CEO Sergio Ermotti on Earnings, Capital Requirements, Trade
UBS says savings from Credit Suisse deal reach $9.1 billion as profit tops forecast
UBS
Published: July 30, 2025 by: Market Watch
Sentiment: Positive

UBS said it's now achieved $9.1 billion of gross savings from its purchase of Credit Suisse as the Swiss banking giant reported stronger-than-forecast second-quarter earnings.

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image for news UBS says savings from Credit Suisse deal reach $9.1 billion as profit tops forecast
UBS posts better-than-expected quarterly profit
UBS
Published: July 30, 2025 by: CNBC
Sentiment: Positive

Group invested assets soared on the back of increases in the lender's global wealth management and corporate units.

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image for news UBS posts better-than-expected quarterly profit
UBS beats expectations with $2.4 billion second-quarter profit
UBS
Published: July 30, 2025 by: Reuters
Sentiment: Positive

UBS said on Wednesday that second-quarter profit more than doubled from a year earlier as market turmoil drove trading activity.

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image for news UBS beats expectations with $2.4 billion second-quarter profit
UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules)
UBS
Published: July 30, 2025 by: Business Wire
Sentiment: Neutral

ZURICH--(BUSINESS WIRE)--Regulatory News: UBS (NYSE:UBS) (SWX:UBSN): “We sustained robust momentum during a quarter that started with extreme volatility by staying close to our clients and executing on our integration plans. We also maintained a balance sheet for all seasons while delivering on our capital return plans. We are positioning for long term success by further enhancing our global capabilities, investing in our future infrastructure and AI, while actively engaging in the debate on fu.

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image for news UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules)
Will UBS (UBS) Beat Estimates Again in Its Next Earnings Report?
UBS
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will UBS (UBS) Beat Estimates Again in Its Next Earnings Report?
UBS (UBS) Reports Next Week: Wall Street Expects Earnings Growth
UBS
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news UBS (UBS) Reports Next Week: Wall Street Expects Earnings Growth
UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
UBS
Published: July 14, 2025 by: Business Wire
Sentiment: Neutral

TAMPA, Fla.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period. These offices are part of the firm's Florida Wealth Management market led by Market Executive Lane Strumlauf, which is part of the firm's Southeast Region, led by Julie Fox. “We are very pleased to have a professio.

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image for news UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
'THIS IS THE PLACE TO INVEST': UBS CEO touts US growth amid tariff deals
UBS
Published: July 13, 2025 by: Fox Business
Sentiment: Positive

UBS CEO Sergio Ermotti discusses his outlook for U.S. growth as he navigates the markets following President Donald Trump's 'big, beautiful bill,' potential tariff deals and geopolitical challenges.

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image for news 'THIS IS THE PLACE TO INVEST': UBS CEO touts US growth amid tariff deals
UBS (UBS)'s Technical Outlook is Bright After Key Golden Cross
UBS
Published: July 03, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS Group AG (UBS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, UBS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

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image for news UBS (UBS)'s Technical Outlook is Bright After Key Golden Cross
Financial Advisor Belin Robertson joins UBS in Pacific Desert Market
UBS
Published: June 26, 2025 by: Business Wire
Sentiment: Neutral

IRVINE, Calif.--(BUSINESS WIRE)-- #BelinRobertson--UBS Wealth Management US has announced that Belin Robertson in Irvine has joined the firm's Pacific Desert Market as a Financial Advisor.

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image for news Financial Advisor Belin Robertson joins UBS in Pacific Desert Market
Mellany Bagtas joins UBS as a Financial Advisor in New York City
UBS
Published: June 12, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Mellany Bagtas has joined the firm as a Financial Advisor in New York City. She will be based out of the firm's 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas. “We are excited to welcome Mellany to UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “Her dedication and perspective will be a great addition to our team. I am confident that she will be able to leverage the full sui.

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image for news Mellany Bagtas joins UBS as a Financial Advisor in New York City
Here's Why UBS (UBS) is a Strong Value Stock
UBS
Published: June 11, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Here's Why UBS (UBS) is a Strong Value Stock
UBS Group: A Solid Bank Trading At A Fair Price
UBS
Published: June 10, 2025 by: Seeking Alpha
Sentiment: Positive

Relative valuation is neutral, absolute valuation is slightly bullish with a $37 target price, reflecting a 10% upside. UBS is a solid, leading Swiss bank with potential profitability improvements from the Credit Suisse merger, yet growth remains modest and in line with the industry. The Investment Banking segment is showing green shoots.

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image for news UBS Group: A Solid Bank Trading At A Fair Price
UBS Capital Requirements Rise Following Switzerland's Proposal
UBS
Published: June 09, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS pushes back as Switzerland proposes an $18-billion net capital hike to prevent another Credit Suisse-style crisis.

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image for news UBS Capital Requirements Rise Following Switzerland's Proposal
Law firm challenges Swiss court over delay in Credit Suisse AT1 write-down case, filing shows
UBS
Published: June 02, 2025 by: Reuters
Sentiment: Neutral

A Zurich-based law firm has filed a complaint with the Swiss Federal Supreme Court challenging a tribunal's delay in addressing investors' claim on the write-down of Credit Suisse bonds, a legal filing seen by Reuters shows.

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image for news Law firm challenges Swiss court over delay in Credit Suisse AT1 write-down case, filing shows
UBS Group's Arm to Divest O'Connor Business to Cantor Fitzgerald
UBS
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS' arm is set to sell its $11B O'Connor unit to Cantor Fitzgerald, sharpening its focus post-Credit Suisse merger amid Swiss capital pressures.

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image for news UBS Group's Arm to Divest O'Connor Business to Cantor Fitzgerald
Why Is UBS (UBS) Up 5% Since Last Earnings Report?
UBS
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is UBS (UBS) Up 5% Since Last Earnings Report?
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
UBS
Published: May 28, 2025 by: Business Wire
Sentiment: Neutral

SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--Financial advisors based in Southern California and Hawaii markets were named to the Forbes Best-In-State Wealth Advisors for 2025.

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image for news Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
UBS Group AG Outlook Upgrades to Positive by Fitch, Affirms IDR at 'A'
UBS
Published: May 23, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS outlook upgrade by Fitch to Positive cites smooth Credit Suisse integration, rising profitability, and strong capital and liquidity metrics.

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image for news UBS Group AG Outlook Upgrades to Positive by Fitch, Affirms IDR at 'A'
Top Swiss court rules against claim by two former Credit Suisse shareholders
UBS
Published: May 23, 2025 by: Reuters
Sentiment: Negative

Switzerland's supreme court on Friday ruled against a compensation claim by two former shareholders of Credit Suisse who bought stock in the bank shortly before it failed in March 2023, saddling them with hefty losses.

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image for news Top Swiss court rules against claim by two former Credit Suisse shareholders
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
UBS
Published: May 22, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized)** AMUB ETRACS Alerian MLP Index ETN Series B 5/15/25 5/29/25 5/29/25 6/6/25 $0.3085 Quarterly 6.31% * The table above provides a hyperlink to the relevant prospectus.

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image for news UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
'As of today, we are a Swiss organization', says UBS' Iqbal Khan
UBS
Published: May 21, 2025 by: CNBC International TV
Sentiment: Neutral

Iqbal Khan, Co-President of UBS Global Wealth Management says the bank will work "proactively and reactively" through the capital proposal that the Swiss regulator will put forward in June.

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image for news 'As of today, we are a Swiss organization', says UBS' Iqbal Khan
UBS Group AG Rides on Strategic Expansions Amid Rising Expenses
UBS
Published: May 20, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS' strategic partnerships and acquisitions support its financials. Yet, rising costs remain a concern.

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image for news UBS Group AG Rides on Strategic Expansions Amid Rising Expenses
UBS Group to Pay $511M to Settle Credit Suisse Tax Evasion Case
UBS
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS agrees to pay $511 million to resolve a tax probe by the U.S. Department of Justice against Credit Suisse.

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image for news UBS Group to Pay $511M to Settle Credit Suisse Tax Evasion Case
Whistleblowers Who Defied Credit Suisse Are About to Share Up to $150 Million
UBS
Published: May 07, 2025 by: WSJ
Sentiment: Negative

The former employees set to strike it rich for telling U.S. authorities Credit Suisse wasn't living up to its promise to block tax evasion.

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image for news Whistleblowers Who Defied Credit Suisse Are About to Share Up to $150 Million
UBS Collaborates With General Atlantic, Expands Into Private Credit
UBS
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS Group teams up with General Atlantic to expand investing clients' and borrowers' access to a broader set of direct lending and other credit products.

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image for news UBS Collaborates With General Atlantic, Expands Into Private Credit

About UBS Group AG (UBS)

  • IPO Date 2000-05-16
  • Website https://www.ubs.com
  • Industry Banks - Diversified
  • CEO Sergio P. Ermotti
  • Employees 106789

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.