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US English
24.48
2.73%
Market Trading Hours* (UTC) Opens on Friday at 08:00

Mon - Fri: 08:00 - 16:20

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Ownership
Trading Conditions
Spread 0.11
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.015687 %
Charges from full value of position ($-2.98)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.015687%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.006535 %
Charges from full value of position ($-1.24)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.006535%
Overnight fee time 22:00 (UTC)
Min traded quantity 1
Currency CHF
Margin 5%
Stock exchange Switzerland
Commission on trade 0%

*Information provided by Capital.com

UBS Group AG ESG Risk Ratings

High Medium Low Negligible

‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
Prev. Close* 23.83
Open* 24.02
1-Year Change* 38.68%
Day's Range* 24.02 - 24.63
52 wk Range 14.38-23.80
Average Volume (10 days) 6.55M
Average Volume (3 months) 156.09M
Market Cap 80.11B
P/E Ratio 2.73
Shares Outstanding 3.23B
Revenue 25.20B
EPS 8.49
Dividend (Yield %) 2.14923
Beta 1.13
Next Earnings Date Feb 6, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Nov 29, 2023 23.83 0.73 3.16% 23.10 23.89 23.10
Nov 28, 2023 23.14 0.29 1.27% 22.85 23.15 22.85
Nov 27, 2023 22.95 -0.19 -0.82% 23.14 23.26 22.93
Nov 24, 2023 23.29 0.27 1.17% 23.02 23.47 23.01
Nov 23, 2023 23.15 0.16 0.70% 22.99 23.22 22.99
Nov 22, 2023 23.07 0.11 0.48% 22.96 23.12 22.88
Nov 21, 2023 22.92 -0.01 -0.04% 22.93 23.28 22.92
Nov 20, 2023 23.23 0.19 0.82% 23.04 23.28 22.85
Nov 17, 2023 23.10 0.50 2.21% 22.60 23.12 22.56
Nov 16, 2023 22.47 -0.19 -0.84% 22.66 22.73 22.39
Nov 15, 2023 22.49 0.44 2.00% 22.05 22.78 21.97
Nov 14, 2023 22.03 0.43 1.99% 21.60 22.04 21.33
Nov 13, 2023 21.82 -0.08 -0.37% 21.90 22.07 21.64
Nov 10, 2023 21.95 -0.20 -0.90% 22.15 22.16 21.84
Nov 9, 2023 22.23 -0.04 -0.18% 22.27 22.39 21.98
Nov 8, 2023 22.34 0.22 0.99% 22.12 22.44 21.77
Nov 7, 2023 22.28 0.60 2.77% 21.68 22.92 21.67
Nov 6, 2023 21.83 -0.20 -0.91% 22.03 22.16 21.70
Nov 3, 2023 21.94 0.07 0.32% 21.87 22.03 21.51
Nov 2, 2023 21.86 0.02 0.09% 21.84 21.94 21.64

UBS Group AG Events

Time (UTC) Country Event
Monday, December 4, 2023

Time (UTC)

10:59

Country

CH

Event

UBS Global TMT Conference
UBS Global TMT Conference

Forecast

-

Previous

-
Monday, January 8, 2024

Time (UTC)

10:59

Country

CH

Event

UBS Group AG Greater China Conference
UBS Group AG Greater China Conference

Forecast

-

Previous

-
Tuesday, February 6, 2024

Time (UTC)

05:45

Country

CH

Event

Q4 2023 UBS Group AG Earnings Release
Q4 2023 UBS Group AG Earnings Release

Forecast

-

Previous

-
Wednesday, April 24, 2024

Time (UTC)

10:59

Country

CH

Event

UBS Group AG Annual Shareholders Meeting
UBS Group AG Annual Shareholders Meeting

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net Income Before Taxes 9604 9484 8155 5577 5991
Net Income After Taxes 7662 7486 6572 4310 4523
Minority Interest -32 -29 -15 -6 -7
Net Income Before Extra. Items 7630 7457 6557 4304 4516
Net Income 7630 7457 6557 4304 4516
Income Available to Common Excl. Extra. Items 7630 7457 6557 4304 4516
Income Available to Common Incl. Extra. Items 7630 7457 6557 4304 4516
Diluted Net Income 7630 7457 6556 4304 4514
Diluted Weighted Average Shares 3397.47 3627.24 3707.03 3767.16 3841.57
Diluted EPS Excluding Extraordinary Items 2.24579 2.05583 1.76853 1.14251 1.17504
Dividends per Share - Common Stock Primary Issue 0.34277 0.71
Diluted Normalized EPS 2.06333 2.24189 1.66505 1.2697 1.42266
Interest Income, Bank 13185 9964 10109 15397 17069
Total Interest Expense 6564 3259 4247 10897 11044
Net Interest Income 6621 6705 5862 4500 6025
Loan Loss Provision 29 -148 694 78 118
Net Interest Income after Loan Loss Provision 6592 6853 5168 4422 5907
Non-Interest Income, Bank 29654 30623 28997 26125 26009
Non-Interest Expense, Bank -26642 -27992 -26010 -24970 -25925
Total Extraordinary Items
Total Adjustments to Net Income 0 0
Dilution Adjustment 0 0 -1 0 -2
Jun 2023 Mar 2023 Dec 2022 Sep 2022 Jun 2022
Net Income Before Taxes 29239 1495 1937 2323 2615
Net Income After Taxes 28878 1036 1657 1743 2118
Minority Interest -3 -8 -4 -9 -10
Net Income Before Extra. Items 28875 1028 1653 1734 2108
Net Income 28875 1028 1653 1734 2108
Income Available to Common Excl. Extra. Items 28875 1029 1653 1733 2108
Income Available to Common Incl. Extra. Items 28875 1029 1653 1733 2108
Dilution Adjustment -4 0 4 -1 -5
Diluted Net Income 28871 1029 1657 1732 2103
Diluted Weighted Average Shares 3212.33 3213.67 3277.92 3349.84 3433.32
Diluted EPS Excluding Extraordinary Items 8.98755 0.32019 0.5055 0.51704 0.61253
Dividends per Share - Common Stock Primary Issue 0 0 0 0
Diluted Normalized EPS 0.37077 0.49076 0.30612 0.45701 0.65381
Interest Income, Bank 7594 5202 4543 3355 2735
Total Interest Expense 5880 3814 2954 1758 1070
Net Interest Income 1714 1388 1589 1597 1665
Loan Loss Provision 740 38 7 -3 7
Net Interest Income after Loan Loss Provision 974 1350 1582 1600 1658
Non-Interest Income, Bank 8333 7803 6811 7046 7702
Non-Interest Expense, Bank 19932 -7658 -6456 -6323 -6745
Total Adjustments to Net Income 1 0 -1
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total Assets 1104360 1117180 1125760 972194 958489
Property/Plant/Equipment, Total - Net 12288 12888 13109 12804 9348
Intangibles, Net 224 252 298 6469 255
Long Term Investments 1101 1243 1557 1051 1099
Other Long Term Assets, Total 9758 10001 9458 9747 10187
Other Assets, Total 8852 8147 8695 7106 6709
Accounts Payable 51236 50672 46418 46573 50260
Total Liabilities 1047490 1056520 1066320 917693 905562
Total Long Term Debt 123717 148923 134664 159412 125634
Long Term Debt 121083 146065 131391 155469 125634
Minority Interest 342 340 319 174 176
Other Liabilities, Total 221222 191302 231675 193640 195990
Total Equity 56876 60662 59446 54501 52927
Common Stock 304 322 338 338 338
Additional Paid-In Capital 13546 15928 16753 18064 20843
Retained Earnings (Accumulated Deficit) 50004 43851 38776 34122 30448
Treasury Stock - Common -6874 -4675 -4068 -3326 -2631
Unrealized Gain (Loss) -4 -7 151 14 -103
Other Equity, Total -100 5243 7496 5289 4032
Total Liabilities & Shareholders’ Equity 1104360 1117180 1125760 972194 958489
Total Common Shares Outstanding 3107.73 3399.61 3551.58 3616.03 3689.17
Property/Plant/Equipment, Total - Gross 27127 27113 26238 19966
Accumulated Depreciation, Total -14839 -14225 -13129 -10619
Accrued Expenses 8705 9090 8965 8625 9126
Deferred Income Tax 236 300 564 311 1002
Goodwill, Net 6043 6126 6182 6392
Current Port. of LT Debt/Capital Leases 38200 24491 23072 24643
Other Current Liabilities, Total 1071 1398 1009 852
Capital Lease Obligations 2634 2858 3273 3943
Sep 2023 Jun 2023 Mar 2023 Dec 2022 Sep 2022
Total Assets 1644520 1678860 1053130 1104360 1111750
Property/Plant/Equipment, Total - Net 17919 18325 12249 12288 11829
Intangibles, Net 7462 7569 6272 6267 6210
Long Term Investments 2715 2691 1114 1101 1032
Other Long Term Assets, Total 10615 10827 9680 9758 9620
Other Assets, Total 15852 16173 9655 8852 7446
Accounts Payable 61365 70788 55701 51236 53775
Accrued Expenses 11676 11008 6636 8109 7902
Other Current Liabilities, Total 1562 1630 968 1071 935
Total Liabilities 1559670 1591740 996380 1047490 1056000
Total Long Term Debt 317660 321195 169427 161917 157679
Long Term Debt 312117 315385 166133 158583 154563
Capital Lease Obligations 5543 5810 3294 3334 3116
Deferred Income Tax 353 434 266 236 297
Minority Interest 542 636 352 342 330
Other Liabilities, Total 285387 292398 184204 221818 255829
Total Equity 84856 87116 56754 56876 55757
Common Stock 346 346 304 304 304
Additional Paid-In Capital 12858 12521 12971 13546 13359
Retained Earnings (Accumulated Deficit) 76726 78297 51140 50004 48813
Treasury Stock - Common -4122 -4208 -8242 -6874 -5617
Unrealized Gain (Loss) -4
Other Equity, Total -952 160 581 -100 -1102
Total Liabilities & Shareholders’ Equity 1644520 1678860 1053130 1104360 1111750
Total Common Shares Outstanding 3233.27 3227.77 3052.28 3107.73 3182.35
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line 7661 7486 6572 4310 4522
Cash From Operating Activities 14647 31425 36958 19705 28913
Cash From Operating Activities 2033 2078 2069 1765 1228
Amortization 26 31 57 65 65
Deferred Taxes 494 434 352 477 425
Non-Cash Items 5814 3706 -8160 919 -1707
Cash Taxes Paid 1582 1134 1002 804 951
Cash Interest Paid 8198 4707 6320 10769 4553
Changes in Working Capital -1381 17690 36068 12169 24380
Cash From Investing Activities -12447 -2119 -6785 -1558 -6132
Capital Expenditures -1643 -1841 -1854 -1584 -1688
Other Investing Cash Flow Items, Total -10804 -278 -4931 26 -4444
Cash From Financing Activities -9094 10345 12432 -25614 190
Financing Cash Flow Items -616 -283 -7 -8 -32
Total Cash Dividends Paid -1668 -1301 -2607 -2544 -2440
Issuance (Retirement) of Stock, Net -6006 -3341 -1387 -1559 -1431
Issuance (Retirement) of Debt, Net -804 15270 16433 -21503 4093
Foreign Exchange Effects -5659 -5307 11052 1261 -1726
Net Change in Cash -12553 34344 53657 -6206 21245
Mar 2023 Dec 2022 Sep 2022 Jun 2022 Mar 2022
Net income/Starting Line 1037 7661 6005 4262 2144
Cash From Operating Activities -25106 14647 15000 18150 27279
Cash From Operating Activities 525 2061 1517 1009 506
Amortization
Deferred Taxes -28 494 563 350 221
Non-Cash Items -826 5812 14735 9387 1929
Cash Taxes Paid 545 1582 1284 878 670
Cash Interest Paid 5859 8198 5028 2675 1387
Changes in Working Capital -25814 -1381 -7820 3142 22479
Cash From Investing Activities -2396 -12447 -8443 -4630 -3502
Capital Expenditures -375 -1643 -1181 -761 -402
Other Investing Cash Flow Items, Total -2021 -10804 -7262 -3869 -3100
Cash From Financing Activities -1128 -9094 -8939 -3830 -4119
Financing Cash Flow Items -126 -616 -482 -352 -225
Issuance (Retirement) of Stock, Net -2191 -6006 -4745 -3521 -1886
Issuance (Retirement) of Debt, Net 1189 -804 -2044 1711 -2008
Foreign Exchange Effects 747 -5659 -15788 -9656 -2731
Net Change in Cash -27883 -12553 -18170 34 16927
Total Cash Dividends Paid -1668 -1668 -1668
Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 5.0011 173142213 55836733 2023-07-26 LOW
BlackRock Institutional Trust Company, N.A. Investment Advisor 4.9651 171895401 -418518 2023-10-24 LOW
Dodge & Cox Investment Advisor/Hedge Fund 4.4869 155338692 226879 2023-06-30 LOW
UBS Financial Services, Inc. Investment Advisor 3.176 109957164 -188714095 2023-06-30 LOW
The Vanguard Group, Inc. Investment Advisor/Hedge Fund 3.1677 109668787 7381063 2023-06-30 LOW
Artisan Partners Limited Partnership Investment Advisor 3.0876 106896637 -9729687 2023-03-23 LOW
MFS Investment Management Investment Advisor/Hedge Fund 3.04 105246666 435887 2023-06-30 LOW
Credit Suisse Funds AG Investment Advisor/Hedge Fund 2.9248 101260587 -1313417 2023-06-30 LOW
UBS Asset Management (Switzerland) Investment Advisor 1.7846 61784528 -785064 2023-09-30 LOW
Zürcher Kantonalbank (Asset Management) Bank and Trust 1.2163 42108704 -388766 2023-09-30 LOW
Capital Research Global Investors Investment Advisor 0.8756 30315668 12882668 2023-09-30 LOW
Pictet Asset Management Ltd. Investment Advisor/Hedge Fund 0.8024 27778145 -1666273 2023-06-30 LOW
Fidelity Management & Research Company LLC Investment Advisor 0.7751 26835487 1085192 2023-06-30 LOW
BlackRock Advisors (UK) Limited Investment Advisor/Hedge Fund 0.6558 22703690 -2758 2023-09-30 LOW
Geode Capital Management, L.L.C. Investment Advisor/Hedge Fund 0.5449 18864319 7637 2023-09-30 LOW
Goldman Sachs International Research Firm 0.5325 18436852 758463 2023-06-30 MED
Wellington Management Company, LLP Investment Advisor/Hedge Fund 0.5228 18100056 -1140211 2023-06-30 LOW
Capital World Investors Investment Advisor 0.5216 18056807 11900050 2023-06-30 LOW
Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 0.4825 16705367 70634 2023-09-30 LOW
BofA Global Research (US) Research Firm 0.4258 14741284 7881508 2023-06-30 LOW

Trading calculator

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UBS Company profile

About UBS Group AG

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.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, UBS Group AG interest income decreased 1% to $9.96B. Net interest income after loan loss provision increased 33% to $6.85B. Net income increased 14% to $7.46B. Net interest income after loan loss provision reflects Personal & Corporate Banking segment increase of 23% to $2.21B, Global Wealth management segment increase of 8% to $4.27B.

Equity composition

The consolidated statements have been prepared using the pooling of interest method of accounting and 1997 accounts have been restated to reflect the merger. 11/2011, Rights Issue, 1 new share for every 9 shares held @ CHF49.9 (Factor: 1.01853).

Industry: Investment Management & Fund Operators (NEC)

Bahnhofstr. 45
ZUERICH
ZUERICH 8098
CH

Income Statement

  • Annual
  • Quarterly

News

Euro Zone CPI expected to continue dropping; economists warn about cutting too soon

EZ PI expected to drop further but speed of decline

08:16, 29 November 2023

A weaker Dollar drives gold higher

Gold prices have returned above $US2000 per ounce. We run through the factors driving gold and the commodity’s key technicals.

13:49, 28 November 2023

Q3 US Earnings Recap: Profits surprise to the upside, but outlook remains uncertain

US earnings for the third quarter were far better than expected. However, uncertainty about the outlook for company profits continues. We review the quarterly earnings and look ahead to what the markets expect from S&P 500 companies going forward.

13:20, 28 November 2023

RBNZ Preview: Rates expected to remain unchanged at final meeting of 2023

The RBNZ meets for the final time this year on Wednesday, 29th of November, 2023. We preview what to expect and how it could impact the New Zealand Dollar.

13:04, 28 November 2023

Crude prices slide on OPEC+ uncertainty

Crude prices have chopped sideways amid signs of turmoil within OPEC+. We look at the fundamentals of the oil market and the technical levels of WTI.

12:55, 28 November 2023
GBP

UK AUTUMN BUDGET: Will Hunt cut taxes? How will GBP react this time around?

UK Chancellor Hunt will deliver the 2023 autumn statement to MPs on Wednesday 22 November.

10:48, 21 November 2023

Gold Rises as Traders price-in Fed Rate Cuts

Gold prices have declined despite a drop in Treasury yields and a weaker US Dollar. We look at the key drivers and technical levels for the gold price.

13:17, 20 November 2023

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