Price PointCompare UBS Group AG with Similar Stocks
ScoreDashboard
1
With ROA of 0.35%, it has a Very Expensive valuation with a 1.38 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 29.86%, its profits have risen by 44% ; the PEG ratio of the company is 0.3
Total ReturnsTotal Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
12.06%
0%
12.06%
6 Months
16.48%
0%
16.48%
1 Year
29.86%
0%
29.86%
2 Years
30.0%
0%
30.0%
3 Years
108.7%
0%
108.7%
4 Years
108.76%
0%
108.76%
5 Years
158.96%
0%
158.96%
UBS Group AG for the last several years.
Risk Adjusted Returns v/s
News & Corporate ActionsNews
No Recent News for the Company
Announcements
No announcement available
Corporate Actions
No corporate action available
Key FactorsQuality key factors
Factor
Value
Sales Growth (5y)
22.50%
EBIT Growth (5y)
-7.56%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
20.93%
Pledged Shares
0
Institutional Holding
46.09%
ROCE (avg)
0
ROE (avg)
0
Valuation key factors
Factor
Value
P/E Ratio
15
Industry P/E
Price to Book Value
1.38
EV to EBIT
23.29
EV to EBITDA
12.66
EV to Capital Employed
1.51
EV to Sales
2.81
PEG Ratio
0.31
Dividend Yield
2.58%
ROCE (Latest)
6.49%
ROE (Latest)
9.03%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned ShareholdingShareholding Snapshot : Mar 2026
Shareholding Compare (%holding)
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 8 Schemes (4.33%)
Foreign Institutions
Held by 1187 Foreign Institutions (30.89%)
Strategic Entities with highest holding
Highest Public shareholder
Financial
Company CVAbout UBS Group AG
UBS Group AG
Capital Markets
UBS Group AG is a holding company and conducts its operations through UBS AG and its subsidiaries. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Wealth Management division provides advice and tailored financial services to wealthy private clients around the world, except those served by Wealth Management Americas. Wealth Management Americas division is a wealth manager in the Americas in terms of financial advisor productivity and invested assets by financial advisor. Personal & Corporate Banking division provides financial products and services to private, corporate and institutional clients in Switzerland. Asset Management division provides investment management products and services, platform solutions and advisory support. Investment Bank division provides investment advice, financial solutions and capital markets access.
Company Coordinates
Company Details
Bahnhofstr. 45,, P.O. Box ZUERICH None : 8098
Registrar Details
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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