Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
6.09%
0%
6.09%
6 Months
29.4%
0%
29.4%
1 Year
19.95%
0%
19.95%
2 Years
37.32%
0%
37.32%
3 Years
102.54%
0%
102.54%
4 Years
108.38%
0%
108.38%
5 Years
176.63%
0%
176.63%
UBS Group AG for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
23.50%
EBIT Growth (5y)
-9.35%
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
52.54%
Pledged Shares
0
Institutional Holding
43.04%
ROCE (avg)
0
ROE (avg)
0
Valuation key factors
Factor
Value
P/E Ratio
23
Industry P/E
Price to Book Value
1.42
EV to EBIT
24.47
EV to EBITDA
10.02
EV to Capital Employed
2.13
EV to Sales
1.49
PEG Ratio
NA
Dividend Yield
2.52%
ROCE (Latest)
8.72%
ROE (Latest)
6.30%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Bullish
Bullish
OBV
Mildly Bullish
Mildly Bearish
Shareholding Snapshot : Mar 2024
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 8 Schemes (2.24%)
Foreign Institutions
Held by 892 Foreign Institutions (30.08%)
Strategic Entities with highest holding
Highest Public shareholder
About 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






