UBS Group AG (UBS): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
UBS Group AG (UBS) closed at $51.49 on 15 September 2026, down 2.8%. The stock is down 4.0% over one month and up 26.4% over one year. It trades 8.0% below its 52-week high of $55.98. The company last reported on 29 July 2026 for Q2 2026: EPS of $0.87 against an estimate of $0.91, a miss of 4.4%, on revenue of $13.7 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open UBS in FundSpec.
Analyst ratings
No analyst action on UBS was recorded in the last 90 days; the most recent is from 20 April 2026.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 20 Apr 2026 | Barclays | Upgrades to Equal-Weight from Underweight | |
| 16 Dec 2025 | B of A Securities | Upgrades to Buy from Neutral | $44.00 to $60.30 |
| 3 Jun 2025 | Jefferies | Upgrades to Buy from Hold | |
| 27 Mar 2025 | B of A Securities | Downgrades to Underperform from Neutral | |
| 3 Jan 2025 | Exane BNP Paribas | Upgrades to Outperform from Neutral | |
| 23 Apr 2024 | Citigroup | Downgrades to Neutral from Buy | |
| 8 Mar 2024 | Morgan Stanley | Upgrades to Overweight from Equal-Weight | |
| 5 Dec 2023 | B of A Securities | Downgrades to Neutral from Buy | $33.33 to $32.18 |
| 16 Oct 2023 | RBC Capital | Upgrades to Outperform from Sector Perform | |
| 20 Mar 2023 | Oddo Securities | Downgrades to Underperform from Neutral |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 28 October 2026 before the open for Q3 2026, with EPS expected at $0.98 on revenue of $11.2 billion. UBS Group AG beat the EPS estimate in 4 of its last 8 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 29 Jul 2026 | $0.91 | $0.87 | -4.40% | $13.7B |
| Q1 2026 | 29 Apr 2026 | $0.83 | $0.94 | +13.25% | $14.2B |
| Q4 2025 | 4 Feb 2026 | $0.50 | $0.37 | -26.00% | $12.1B |
| Q3 2025 | 29 Oct 2025 | $0.55 | $0.76 | +38.18% | $12.8B |
| Q2 2025 | 30 Jul 2025 | $0.83 | $0.72 | -13.25% | $12.1B |
| Q1 2025 | 30 Apr 2025 | $0.44 | $0.51 | +15.91% | $12.6B |
| Q4 2024 | 4 Feb 2025 | $0.32 | $0.23 | -28.12% | $11.6B |
| Q3 2024 | 30 Oct 2024 | $0.28 | $0.43 | +53.57% | $12.3B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
On a trailing twelve month basis the company shows revenue growth of N.A., a gross margin of N.A., an operating margin of N.A. and a return on equity of 8.90%.
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $231,375,000,000 |
| Goodwill Intangible Assets, Net | $6,100,000,000 |
| Deferred Tax Asset | $11,525,000,000 |
| Total Assets | $1,617,427,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Minority Interest | $271,000,000 |
| Total Liabilities | $1,526,944,000,000 |
| Retained Earnings | $82,740,000,000 |
| Total Stockholders Equity | $90,213,000,000 |
| Total Liability & Stockholders Equity | $1,617,427,000,000 |
Figures as filed with the SEC for the period ended 31 December 2025, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.00 | 17th | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.00 | 14th | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 51.5% | 72nd | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | 0.6% | 46th | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | 3.5% | 51st | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Operating Cashflow Pct Growth | 400.0% | 98th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | 14.3% | 65th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | -10.0% | 26th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Return on Assets Pct | 0.5% | 53rd | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 8.9% | 63rd | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 11.9% | 54th | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open UBS in FundSpec.
Insider activity
No insider transaction was filed in the last 90 days; the most recent is from 29 May 2026.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 29 May 2026 | Group Ag Ubs | 10% Owner | Disposal | 5,148 | $24,500.00 | $126.1M |
| 29 May 2026 | Group Ag Ubs | 10% Owner | Disposal | 1,973 | $24,500.00 | $48.3M |
| 29 May 2026 | Group Ag Ubs | 10% Owner | Disposal | 1,022 | $24,500.00 | $25.0M |
| 21 Feb 2025 | Group Ag Ubs | 10% Owner | Disposal | 100 | $7.68 | $768 |
| 27 Aug 2024 | Group Ag Ubs | 10% Owner | Acquisition | 3,715 | $0.55 | $2K |
| 27 Aug 2024 | Group Ag Ubs | Market maker/broker-dealer | Acquisition | 0 | ||
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 200 | $4.10 | $820 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Acquisition | 100 | $4.53 | $453 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Acquisition | 100 | $4.53 | $453 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 105 | $4.10 | $430 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 50 | $4.10 | $205 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 25 | $4.39 | $110 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 25 | $4.39 | $110 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Disposal | 16 | $4.10 | $66 |
| 8 Jul 2024 | Group Ag Ubs | 10% Owner | Acquisition | 5 | $4.52 | $23 |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 20-F from 9 March 2026.
| Filed | Form | Document |
|---|---|---|
| 9 Mar 2026 | 20-F | View on sec.gov |
| 17 Mar 2025 | 20-F | View on sec.gov |
| 28 Mar 2024 | 20-F | View on sec.gov |
| 6 Mar 2023 | 20-F | View on sec.gov |
| 7 Mar 2022 | 20-F | View on sec.gov |
| 5 Mar 2021 | 20-F | View on sec.gov |
| 3 Mar 2020 | 20-F | View on sec.gov |
| 15 Mar 2019 | 20-F | View on sec.gov |
| 9 Mar 2018 | 20-F | View on sec.gov |
| 10 Mar 2017 | 20-F | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Banks
- Industry
- Banking
- Headquarters
- Zürich
- Chief executive
- Ralph A. J. G. Hamers
- Employees
- 72,600
- Website
- ubs.com
- SEC CIK
- 0001610520
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 Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities.
Sector and peers
UBS Group AG is part of the Banks sector, which FundSpec tracks across 315 companies.
Companies in the same industry by market capitalization:
JPM Jpmorgan Chase & Co.BAC Bank Of America Corp. /De/WFC Wells Fargo & Company/MnC Citigroup Inc.COF Capital One Financial Corp.USB Us Bancorp \De\PNC Pnc Financial Services Group, Inc.TFC Truist Financial Corp.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for UBS are available to subscribers, with the same screen in the iOS and Android apps.
Open UBS in FundSpec