Tearsheet

UBS (UBS)

Market Price (9/17/2025): $41.17 | Market Cap: $130.9 Bil
Sector: Financials | Industry: Diversified Banks

UBS (UBS)

Market Price (9/17/2025): $41.17
Market Cap: $130.9 Bil
Sector: Financials
Industry: Diversified Banks

Investment Highlights

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 22%, CFO LTM is 12 Bil, FCF LTM is 10 Bil	Trading close to highs Dist 52W High is -0.6%, Dist 3Y High is -0.6%	Debt is significant Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 78%
1	Attractive yield FCF Yield is 7.7%
2	Low stock price volatility Vol 12M is 30%

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 22%, CFO LTM is 12 Bil, FCF LTM is 10 Bil
1	Attractive yield FCF Yield is 7.7%
2	Low stock price volatility Vol 12M is 30%
3	Trading close to highs Dist 52W High is -0.6%, Dist 3Y High is -0.6%
4	Debt is significant Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 78%

Market Valuation

	9/17/25	2024	2023	2022	2021
Share Price CYE	$41.17	$29.38	$29.17	$17.18	$16.22
Market Cap CYE ($ Bil)	130.9	93.4	94.1	54.0	55.6
Total Debt ($ Bil)	347.7	332.4	377.7	193.3	218.7
Total Cash ($ Bil)	238.8	225.7	317.1	172.8	194.8
Enterprise Value ($ Bil)	239.8	425.8	471.8	247.3	274.3
Valuation Ratios
P/S TTM	2.9	2.1	2.5	1.8	1.8
P/EBIT TTM	0.0	0.0	0.0	0.0	0.0
P/E TTM	20.8	19.1	3.6	8.0	8.3
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8	2.8	3.4
P/EBIT TTM (Sector)	7.1	6.9	7.1	7.1	7.0
P/E TTM (Sector)	12.9	11.6	10.1	9.4	10.0

	9/17/25	2024	2023
Share Price CYE	$41.17	$29.38	$29.17
Market Cap CYE ($ Bil)	130.9	93.4	94.1
Total Debt ($ Bil)	347.7	332.4	377.7
Total Cash ($ Bil)	238.8	225.7	317.1
Enterprise Value ($ Bil)	239.8	425.8	471.8
Valuation Ratios
P/S TTM	2.9	2.1	2.5
P/EBIT TTM	0.0	0.0	0.0
P/E TTM	20.8	19.1	3.6
Sector Ratios
P/S TTM (Sector)	3.2	3.1	2.8
P/EBIT TTM (Sector)	7.1	6.9	7.1
P/E TTM (Sector)	12.9	11.6	10.1

Stock Price
Market Cap

Stock Price Chart

Return (1Y):

Market Cap Chart

Business Description

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. Show more

Price Returns Compared

Expand for Detailed View

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
UBS Return	19%	28%	6%	70%	1%	41%	283%
Peers Return	4%	35%	-15%	17%	42%	32%	159%
S&P 500 Return	16%	27%	-19%	24%	23%	12%	104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: JPM, BAC, MS, GS, C. See UBS Returns vs. Peers.
[3] 2025 data is for the year up to 9/16/2025 (YTD)

Interactive Breakdown

UBS Interactive Breakdown Analysis

Better Bets than UBS (UBS)

	UBS	Better Performance than UBS
Metric	Value	Industry (Diversified Banks)
Rev Chg LTM	3.0%	JPM (8.2%), BAC (5.4%), HSBC (6.9%), RY (16.4%), C (6.3%)
Rev Chg 3Y Avg	9.7%	JPM (13.5%), RY (9.9%), TD (10.6%), BMO (10.2%)
CFO/Rev LTM	27.1%	RY (135.4%), TD (32.4%), BNS (52.2%), PNC (27.4%), CM (61.6%)
FCF/Rev LTM	22.3%	RY (131.7%), TD (28.7%), BNS (51.3%), PNC (27.4%), USB (27.0%)
Total Yield	4.8%	JPM (6.6%), BAC (7.2%), WFC (9.8%), HSBC (7.8%), RY (9.3%)

	UBS	Better Performance than UBS
Metric	Value	Sector (Financials)
Rev Chg LTM	3.0%	JPM (8.2%), V (11.4%), MA (13.1%), BAC (5.4%), GS (12.2%)
Rev Chg 3Y Avg	9.7%	BRK-B (16.6%), JPM (13.5%), V (11.5%), MA (13.5%), AXP (12.5%)
CFO/Rev LTM	27.1%	V (60.4%), MA (53.3%), RY (135.4%), SPGI (38.0%), SCHW (82.3%)
FCF/Rev LTM	22.3%	V (56.8%), MA (49.2%), RY (131.7%), SPGI (36.8%), SCHW (79.4%)
Total Yield	4.8%	BRK-B (5.9%), JPM (6.6%), BAC (7.2%), WFC (9.8%), GS (6.3%)

	UBS	Better Performance than UBS
Metric	Value	All Other Sectors
Rev Chg LTM	3.0%	NVDA (71.6%), MSFT (14.9%), AAPL (6.0%), GOOGL (13.1%), AMZN (10.9%)
Rev Chg 3Y Avg	9.7%	NVDA (92.0%), MSFT (12.5%), GOOGL (10.2%), AMZN (11.3%), META (13.0%)
CFO/Rev LTM	27.1%	NVDA (46.6%), MSFT (48.3%), GOOGL (36.0%), META (56.4%), AVGO (42.4%)
FCF/Rev LTM	22.3%	NVDA (43.6%), MSFT (25.4%), AAPL (23.5%), META (30.7%), AVGO (41.6%)
Total Yield	4.8%	XOM (9.7%), JNJ (8.2%), HD (5.7%), BABA (38.9%), UNH (9.4%)

Latest Trefis Analyses

	Title	Topic	Date
0	DASHBOARDS
1	UBS Dip Buy Analysis
2	UBS Total Shareholder Return (TSR): 2.4% in 2024 and 23.8% 3-yr compounded annual returns (above peer average)
3	Time To Buy UBS Stock?	Buy or Fear
4	UBS (UBS) Operating Cash Flow Comparison	Financials
5	UBS (UBS) Net Income Comparison	Financials
6	Fundamental Metrics: ...
7	UBS (UBS) Stock Has 49% Chance Of Rise In The Next One Month	Chance of Rise
8	Dates Cached For UBS
9	UBS (UBS) Stock Has 81% Chance Of Rise In The Next One Month	Chance of Rise
10	UBS Stock Return Comparison	Return
11	ARTICLES
12	Large Cap Stocks Trading At 52-Week High		July 23rd, 2025
13	Large Cap Stocks Trading Near 52W High		July 10th, 2025
14	Large Cap Stocks Trading Near 52W High		July 9th, 2025
15	UBS Stock Is Up 4.5% Since The Q1 Results, What To Expect Next?		May 9th, 2024
16	Up 50% In The Last 12 Months, Where Is UBS Stock Headed?		April 8th, 2024

	Title
0	DASHBOARDS
1	Large Cap Stocks Trading At 52-Week High
2	Large Cap Stocks Trading Near 52W High
3	Large Cap Stocks Trading Near 52W High
4	UBS Stock Is Up 4.5% Since The Q1 Results, What To Expect Next?
5	Up 50% In The Last 12 Months, Where Is UBS Stock Headed?
6	ARTICLES
7	UBS Dip Buy Analysis
8	UBS Total Shareholder Return (TSR): 2.4% in 2024 and 23.8% 3-yr compounded annual returns (above peer average)
9	Time To Buy UBS Stock?
10	UBS (UBS) Operating Cash Flow Comparison
11	UBS (UBS) Net Income Comparison
12	Fundamental Metrics: ...
13	UBS (UBS) Stock Has 49% Chance Of Rise In The Next One Month
14	Dates Cached For UBS
15	UBS (UBS) Stock Has 81% Chance Of Rise In The Next One Month
16	UBS Stock Return Comparison

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FGI	FGI Industries	139.3%	145.2%
2	CODX	Co-Diagnostics	80.8%	-14.8%
3	CNFR	Conifer	55.5%	50.4%
4	BGI	Birks	55.4%	-18.1%
5	FLUX	Flux Power	52.2%	99.4%
6	BOXL	Boxlight	45.7%	32.1%
7	LVRO	Lavoro	45.5%	-57.4%
8	NFE	New Fortress Energy	44.9%	-86.8%
9	WBTN	Webtoon Entertainment	39.0%	53.2%
10	HCWC	Healthy Choice Wellness	37.5%	-34.7%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	REX	REX American Resources	-50.1%	46.1%
2	XAGE	Longevity Health	-39.3%	-86.1%
3	BNGO	Bionano Genomics	-35.7%	-89.7%
4	IHT	InnSuites Hospitality Trust	-30.7%	7.3%
5	LUD	Luda Technology	-28.6%
6	NAOV	NanoVibronix	-28.5%	-88.2%
7	GDC	GD Culture	-28.2%	269.8%
8	ASST	Strive	-28.0%	813.4%
9	BIAF	bioAffinity Technologies	-25.5%	-71.3%
10	FAAS	DigiAsia	-23.9%	-87.2%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	BDSX	Biodesix	1313.2%	-78.6%
2	CLSD	Clearside Biomedical	954.0%	-74.9%
3	SDOT	Sadot	624.1%	-79.4%
4	WLDS	Wearable Devices	498.0%	-30.0%
5	CHEK	Check-Cap	285.6%	154.6%
6	ATCH	AtlasClear	275.9%	-91.0%
7	HSDT	Helius Medical Technologies	262.5%	-95.6%
8	OPI	Office Properties Income Trust	261.7%	-13.4%
9	FGI	FGI Industries	156.8%	145.2%
10	AIRE	ReAlpha Tech	154.0%	-56.1%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	NAKA	Kindly MD	-81.4%
2	ATYR	aTyr Pharma	-79.7%	-70.2%
3	LGCL	Lucas GC	-73.6%	-77.1%
4	EPSM	Epsium Enterprise	-70.1%
5	BNGO	Bionano Genomics	-59.4%	-89.7%
6	FAAS	DigiAsia	-58.5%	-87.2%
7	QMMM	QMMM	-57.5%	6775.0%
8	VCIG	VCI Global	-56.9%	-99.1%
9	YYGH	YY	-56.6%	-78.5%
10	XAGE	Longevity Health	-55.5%	-86.1%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	11963.5%	11963.5%
2	GIBO	GIBO	9734.4%
3	CHSN	Chanson International	7565.0%	-99.3%
4	LNZA	LanzaTech Global	7287.5%	-86.0%
5	QMMM	QMMM	3031.7%	6775.0%
6	OESX	Orion Energy Systems	1497.9%	22.9%
7	CURX	Curanex Pharmaceuticals	1401.6%	1401.6%
8	ENTO	Entero Therapeutics	565.6%	117.6%
9	PTNM	Pitanium	553.2%
10	WLDS	Wearable Devices	449.5%	-30.0%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	CJET	Chijet Motor	-92.2%	-95.0%
2	STFS	Star Fashion Culture	-92.2%	-97.8%
3	ELPW	Elong Power	-91.6%	-76.7%
4	NXTT	Next Technology	-89.6%	-95.1%
5	NAKA	Kindly MD	-89.0%
6	BINI	Bollinger Innovations	-88.9%	-100.0%
7	JEM	707 Cayman	-88.4%	-98.2%
8	YAAS	Youxin Technology	-82.5%	-98.3%
9	NEON	Neonode	-82.0%	-50.2%
10	NVNO	enVVeno Medical	-81.5%	-69.8%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FGI	FGI Industries	139.3%	145.2%
2	CODX	Co-Diagnostics	80.8%	-14.8%
3	CNFR	Conifer	55.5%	50.4%
4	BGI	Birks	55.4%	-18.1%
5	FLUX	Flux Power	52.2%	99.4%
6	BOXL	Boxlight	45.7%	32.1%
7	LVRO	Lavoro	45.5%	-57.4%
8	NFE	New Fortress Energy	44.9%	-86.8%
9	WBTN	Webtoon Entertainment	39.0%	53.2%
10	HCWC	Healthy Choice Wellness	37.5%	-34.7%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	REX	REX American Resources	-50.1%	46.1%
2	XAGE	Longevity Health	-39.3%	-86.1%
3	BNGO	Bionano Genomics	-35.7%	-89.7%
4	IHT	InnSuites Hospitality Trust	-30.7%	7.3%
5	LUD	Luda Technology	-28.6%
6	NAOV	NanoVibronix	-28.5%	-88.2%
7	GDC	GD Culture	-28.2%	269.8%
8	ASST	Strive	-28.0%	813.4%
9	BIAF	bioAffinity Technologies	-25.5%	-71.3%
10	FAAS	DigiAsia	-23.9%	-87.2%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	BDSX	Biodesix	1313.2%	-78.6%
2	CLSD	Clearside Biomedical	954.0%	-74.9%
3	SDOT	Sadot	624.1%	-79.4%
4	WLDS	Wearable Devices	498.0%	-30.0%
5	CHEK	Check-Cap	285.6%	154.6%
6	ATCH	AtlasClear	275.9%	-91.0%
7	HSDT	Helius Medical Technologies	262.5%	-95.6%
8	OPI	Office Properties Income Trust	261.7%	-13.4%
9	FGI	FGI Industries	156.8%	145.2%
10	AIRE	ReAlpha Tech	154.0%	-56.1%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	NAKA	Kindly MD	-81.4%
2	ATYR	aTyr Pharma	-79.7%	-70.2%
3	LGCL	Lucas GC	-73.6%	-77.1%
4	EPSM	Epsium Enterprise	-70.1%
5	BNGO	Bionano Genomics	-59.4%	-89.7%
6	FAAS	DigiAsia	-58.5%	-87.2%
7	QMMM	QMMM	-57.5%	6775.0%
8	VCIG	VCI Global	-56.9%	-99.1%
9	YYGH	YY	-56.6%	-78.5%
10	XAGE	Longevity Health	-55.5%	-86.1%

Peer Comparisons for UBS

Financials

	UBS	JPM	BAC	MS	GS	C	Median
Name	UBS	JPMorgan.	Bank of .	Morgan S.	Goldman .	Citigroup
Mkt Price	41.32	309.19	50.66	155.81	785.53	100.64	128.22
Mkt Cap	131.4	862.2	389.0	245.7	246.4	186.8	246.1
Rev LTM	45,406	175,656	103,435	61,503	56,213	83,113	72,308
Op Inc LTM	-	-	-	-	-	-	-
FCF LTM	10,106	-148,615	4,550	-20,941	-24,879	-93,686	-22,910
FCF 3Y Avg	33,683	-56,104	24,365	-25,282	-27,212	-65,690	-26,247
CFO LTM	12,310	-148,615	4,550	-17,670	-22,852	-87,165	-20,261
CFO 3Y Avg	35,578	-56,104	24,365	-21,957	-24,836	-59,182	-23,396

Growth & Margins

	UBS	JPM	BAC	MS	GS	C	Median
Name	UBS	JPMorgan.	Bank of .	Morgan S.	Goldman .	Citigroup
Rev Chg LTM	3.0%	8.2%	5.4%	16.7%	12.2%	6.3%	7.2%
Rev Chg 3Y Avg	9.7%	13.5%	5.0%	5.0%	3.8%	4.3%	5.0%
Rev Chg Q	3.8%	6.7%	6.0%	11.3%	14.5%	8.1%	7.4%
QoQ Delta Rev Chg LTM	0.9%	1.6%	1.5%	2.6%	3.4%	2.0%	1.8%
Op Mgn LTM	-	-	-	-	-	-	-
Op Mgn 3Y Avg	-	-	-	-	-	-	-
QoQ Delta Op Mgn LTM	-	-	-	-	-	-	-
CFO/Rev LTM	27.1%	-84.6%	4.4%	-28.7%	-40.7%	-104.9%	-34.7%
CFO/Rev 3Y Avg	83.6%	-32.5%	24.8%	-41.3%	-46.4%	-74.6%	-36.9%
FCF/Rev LTM	22.3%	-84.6%	4.4%	-34.0%	-44.3%	-112.7%	-39.2%
FCF/Rev 3Y Avg	78.9%	-32.5%	24.8%	-47.4%	-51.2%	-82.8%	-40.0%

Valuation

	UBS	JPM	BAC	MS	GS	C	Median
Name	UBS	JPMorgan.	Bank of .	Morgan S.	Goldman .	Citigroup
Mkt Cap	131.4	862.2	389.0	245.7	246.4	186.8	246.1
P/S	2.9	4.9	3.8	4.0	4.4	2.2	3.9
P/EBIT	-	-	-	-	-	-	-
P/E	20.9	15.3	14.0	16.7	15.8	13.2	15.5
P/CFO	10.7	-5.8	85.5	-13.9	-10.8	-2.1	-4.0
Total Yield	4.8%	6.6%	7.2%	6.0%	6.3%	7.6%	6.4%
Dividend Yield	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	37.3%	-7.4%	8.7%	-16.0%	-14.8%	-56.0%	-11.1%
D/E	2.6	0.6	0.9	1.4	1.5	2.0	1.5
Net D/E	0.8	-0.5	-0.8	1.0	0.8	-1.0	0.2

Returns

	UBS	JPM	BAC	MS	GS	C	Median
Name	UBS	JPMorgan.	Bank of .	Morgan S.	Goldman .	Citigroup
1M Rtn	3.5%	6.4%	8.5%	7.7%	8.1%	7.4%	7.6%
3M Rtn	30.8%	14.7%	15.2%	20.6%	26.4%	30.9%	23.5%
6M Rtn	26.0%	32.4%	23.0%	33.9%	43.8%	45.4%	33.1%
12M Rtn	43.1%	51.4%	32.6%	60.3%	65.2%	77.7%	55.8%
3Y Rtn	173.3%	184.1%	60.7%	97.9%	160.1%	134.6%	147.3%
1M Excs Rtn	1.1%	4.0%	6.1%	5.3%	5.6%	5.0%	5.1%
3M Excs Rtn	19.5%	4.9%	5.2%	10.3%	16.3%	20.2%	13.3%
6M Excs Rtn	11.2%	16.6%	7.2%	17.7%	27.5%	29.6%	17.1%
12M Excs Rtn	29.1%	34.2%	15.6%	48.0%	51.0%	62.9%	41.1%
3Y Excs Rtn	108.7%	116.7%	-5.5%	31.0%	87.0%	60.3%	73.7%

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	6/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	7/30/2025	3/14/2025	3/27/2024	3/3/2023	3/7/2022	3/5/2021	3/3/2020
Key Financials
Total Revenue	45,406	45,346	38,860	33,270	35,059	32,074	28,975
Net Income	6,282	5,086	27,366	7,629	7,457	6,557	4,304
EPS	1.97	1.59	8.68	2.34	2.14	1.83	1.17
Growth Rates
Total Revenue Growth	3.0%	16.7%	16.8%	-5.1%	9.3%	10.7%	-3.4%
Net Income Growth	231.3%	-81.4%	258.7%	2.3%	13.7%	52.3%	-4.7%
Margins
Net Income Margin	13.8%	11.2%	70.4%	22.9%	21.3%	20.4%	14.9%
Cash & Debt
Total Cash	245,655	227,900	319,357	175,064	203,642	168,521	115,293
Total Debt	347,708	332,423	377,685	193,276	218,743	206,463	183,272
Net Debt / (Cash)	102,053	104,523	58,328	18,212	15,101	37,942	67,979
Cash Flows
Net Cash from Operations	12,310	3,279	86,068	14,647	31,425	36,958	19,705
Free Cash from Operations	10,106	1,271	84,383	13,004	29,584	35,104	18,121
Returns to Shareholders
Dividends	0	2,256	1,679	1,668	1,301	2,607	2,544
Share Repurchases	-0	-0	-0	6,006	3,341	1,387	1,559

$ Mil \| FY: 12/31	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3
Period End	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Filing Date	7/30/2025	4/29/2025	2/4/2025	10/30/2024	8/14/2024	5/7/2024	2/6/2024	11/7/2023	8/31/2023	4/25/2023	1/31/2023	10/25/2022
Key Financials Quarterly
Total Revenue	11,499	11,383	11,060	11,464	11,073	11,941	10,417	10,644	9,509	8,698	7,988	7,956
Net Income	2,395	1,692	770	1,425	1,135	1,755	-279	-715	27,331	1,029	1,653	1,733
EPS	0.75	0.53	0.24	0.45	0.35	0.55	-0.09	-0.22	8.87	0.33	0.53	0.54
Key Financials TTM
Total Revenue TTM	45,406	44,980	45,538	44,895	44,075	42,511	39,268	36,839	34,151	32,709	33,393	34,121
Net Income TTM	6,282	5,022	5,085	4,036	1,896	28,092	27,366	29,298	31,746	6,523	7,630	7,325
Growth Rates Quarterly
Total Revenue Growth	3.8%	-4.7%	6.2%	7.7%	16.4%	37.3%	30.4%	33.8%	17.9%	-7.3%	-8.4%	-11.7%
Net Income Growth	111.0%	-3.6%	376.0%	299.3%	-95.8%	70.6%	-116.9%	-141.3%	1196.5%	-51.8%	22.6%	-24.0%
Margins Quarterly
Net Income Margin	20.8%	14.9%	7.0%	12.4%	10.3%	14.7%	-2.7%	-6.7%	287.4%	11.8%	20.7%	21.8%
Cash & Debt
Total Cash	245,655	237,043	227,900	248,762	253,793	276,736	319,357	267,944	267,621	149,201	175,064	171,278
Total Debt	347,708	336,145	332,423	350,563	354,626	354,677	377,685	362,550	369,421	198,648	193,276	184,268
Net Debt / (Cash)	102,053	99,102	104,523	101,801	100,833	77,941	58,328	94,606	101,800	49,447	18,212	12,990
Cash Flows Quarterly
FCF from Operations	5,512	15,377	-12,682	4,103	314	11,544	37,937	30,466	42,771	-25,106	-353	-3,150
Cash Flows TTM
FCF from Operations TTM	12,310	7,112	3,279	53,898	80,261	122,718	86,068	47,778	14,162	-37,738	14,647	25,133
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	-0	-0	-0	-0	-0	-0	-0	2,191	1,261	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	8.2%	6.8%	3.0%	5.4%	4.6%	8.6%	-1.7%	-0.7%	102.7%	8.4%	36.4%	48.7%
Return on Invested Capital (ROIC) TTM
ROIC TTM	5.9%	5.1%	4.9%	3.9%	1.9%	34.4%	42.3%	29.7%	29.9%	13.3%	42.1%	51.4%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Global Wealth Management	21,556	18,967	19,419	17,134	16,373
Investment Bank	8,703	8,717	9,454	9,519	7,299
Personal & Corporate Banking	7,687	4,302	4,263	3,907	3,736
Asset Management	2,686	2,961	2,617	2,976	1,937
Non-core and Legacy	697	237	60
Group Items	-495	-622	-419	-451	-377
Total	40,834	34,562	35,394	33,085	28,968

Assets by Segment

$ Mil	2024	2023	2022	2021	2020
Global Wealth Management	567,648	388,530	395,235	367,714	309,766
Personal & Corporate Banking	483,794	235,226	225,370	231,657	209,405
Investment Bank	428,269	391,320	346,431	369,683	315,855
Non-core and Legacy	201,131	13,367	25,153
Asset Management	21,804	17,348	25,639	28,589	34,565
Group Items	14,277	58,574	99,354	128,122	102,603
Total	1,716,923	1,104,365	1,117,182	1,125,765	972,194

Price Behavior

Behavior Stats
Betas Matrix

Price Behavior

Market Price	$41.32
Market Cap ($ Bil)	131.4
First Trading Date	12/29/2006
Distance from 52W High	-0.6%
	50 Days	200 Days
DMA Price	$38.66	$33.24
DMA Trend	up	up
Distance from DMA	6.9%	24.3%
	3M	1YR
Volatility	22.4%	30.6%
Downside Capture	137.83	108.18
Upside Capture	210.18	125.98
Correlation (SPY)	70.3%	67.6%

UBS Betas & Captures as of 8/31/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.21	1.45	1.59	1.08	1.06	1.05
Up Beta	1.44	1.48	1.82	0.96	1.01	1.10
Down Beta	1.24	1.29	1.10	1.07	1.00	0.89
Up Capture	155%	218%	207%	148%	143%	177%
Bmk +ve Days	10	22	35	71	142	415
Stock +ve Days	13	25	37	72	137	404
Down Capture	50%	66%	120%	112%	106%	101%
Bmk -ve Days	11	19	27	54	106	334
Stock -ve Days	8	16	25	53	110	342

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	8292025
Short Interest: Shares Quantity	8,223,965
Short Interest: % Change Since 8152025	9.2%
Average Daily Volume	1,603,133
Days-to-Cover Short Interest	5.13
Basic Shares Quantity	3,179,288,753
Short % of Basic Shares	0.3%

Returns Analyses

	Title
0	UBS Stock Return Comparison

SEC Filings

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Report Date	Filing Date	Filing
3312021	4272021	6-K 3/31/2021
12312020	3052021	20-F 12/31/2020
9302020	10202020	6-K 9/30/2020
6302020	7212020	6-K 6/30/2020
3312020	4282020	6-K 3/31/2020
12312019	3032020	20-F 12/31/2019
9302019	10222019	6-K 9/30/2019
6302019	7232019	6-K 6/30/2019
3312019	4252019	6-K 3/31/2019
12312018	3152019	20-F 12/31/2018
9302018	10252018	6-K 9/30/2018
6302018	7242018	6-K 6/30/2018
3312018	4232018	6-K 3/31/2018
12312017	3092018	20-F 12/31/2017
9302017	10272017	6-K 9/30/2017
6302017	7282017	6-K 6/30/2017

Insider Activity

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Federal Reserve Economic Data

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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UBS (UBS)

Market Price (9/17/2025): $41.17 | Market Cap: $130.9 BilSector: Financials | Industry: Diversified Banks

UBS (UBS)

Market Price (9/17/2025): $41.17Market Cap: $130.9 BilSector: FinancialsIndustry: Diversified Banks

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Market Price (9/17/2025): $41.17 | Market Cap: $130.9 Bil
Sector: Financials | Industry: Diversified Banks

Market Price (9/17/2025): $41.17
Market Cap: $130.9 Bil
Sector: Financials
Industry: Diversified Banks