Ubs Group Ag Stock Buy Hold or Sell Recommendation
UBS Stock | USD 26.19 0.31 1.17% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding UBS Group AG is 'Strong Hold'. Macroaxis provides UBS Group buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding UBS positions. The advice algorithm takes into account all of UBS Group's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting UBS Group's buy or sell advice are summarized below:
Real Value 30.48 | Target Price 33.98 | Hype Value 25.61 | Market Value 26.19 | Naive Value 26.23 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell UBS Group AG given historical horizon and risk tolerance towards UBS Group. When Macroaxis issues a 'buy' or 'sell' recommendation for UBS Group AG, the advice is generated through an automated system that utilizes algorithms and statistical models.
UBS |
Execute UBS Group Buy or Sell Advice
The UBS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on UBS Group AG. Macroaxis does not own or have any residual interests in UBS Group AG or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute UBS Group's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
UBS Group Trading Alerts and Improvement Suggestions
UBS Group AG generated a negative expected return over the last 90 days | |
About 58.0% of the company outstanding shares are owned by institutional investors | |
Latest headline from finance.yahoo.com: Dubai Rulers Firm Refinances 8.2 Billion to Tap Property Boom |
UBS Group Returns Distribution Density
The distribution of UBS Group's historical returns is an attempt to chart the uncertainty of UBS Group's future price movements. The chart of the probability distribution of UBS Group daily returns describes the distribution of returns around its average expected value. We use UBS Group AG price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of UBS Group returns is essential to provide solid investment advice for UBS Group.
Mean Return | -0.15 | Value At Risk | -3.09 | Potential Upside | 1.99 | Standard Deviation | 1.52 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of UBS Group historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
UBS Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as UBS Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UBS Group AG backward and forwards among themselves. UBS Group's institutional investor refers to the entity that pools money to purchase UBS Group's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Nuveen Asset Management, Llc | 2023-12-31 | 12.1 M | Bank Of America Corp | 2023-12-31 | 11.1 M | Bank Of New York Mellon Corp | 2023-12-31 | 10 M | Wellington Management Company Llp | 2023-12-31 | 8.6 M | Citigroup Inc | 2023-12-31 | 8.3 M | Royal Bank Of Canada | 2023-12-31 | 7.6 M | Sumitomo Mitsui Trust Holdings Inc | 2024-03-31 | 7.2 M | Royal London Asset Management Ltd | 2023-12-31 | 6.8 M | Arga Investment Management, Lp | 2024-03-31 | 6.1 M | Ubs Group Ag | 2023-12-31 | 135.3 M | Vanguard Group Inc | 2023-12-31 | 114 M |
UBS Group Cash Flow Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Change In Cash | (6.2B) | 53.7B | 34.3B | (12.6B) | 145.0B | 152.2B | |
Free Cash Flow | 18.1B | 35.1B | 29.6B | 13.0B | 48.1B | 50.5B | |
Depreciation | 1.8B | 2.1B | 2.1B | 2.1B | 3.4B | 1.8B | |
Other Non Cash Items | 7.3B | (4.8B) | 3.9B | (13.8B) | (30.7B) | (29.1B) | |
Dividends Paid | 2.5B | 2.6B | 1.3B | 1.7B | (1.7B) | (1.6B) | |
Capital Expenditures | 1.6B | 1.9B | 1.8B | 1.6B | 1.8B | 1.6B | |
Net Income | 4.3B | 6.6B | 7.5B | 7.7B | 29.7B | 31.2B | |
End Period Cash Flow | 119.9B | 173.5B | 207.9B | 195.3B | 340.3B | 357.3B | |
Investments | (1.6B) | (6.8B) | (1.2B) | (12.4B) | 99.0B | 104.0B | |
Net Borrowings | (21.5B) | 16.4B | 15.3B | (804M) | (924.6M) | (878.4M) | |
Change To Netincome | 7.4B | (5.5B) | 2.8B | (13.3B) | (11.9B) | (11.3B) |
UBS Group Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to UBS Group or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that UBS Group's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a UBS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.2 | |
β | Beta against NYSE Composite | 0.87 | |
σ | Overall volatility | 1.53 | |
Ir | Information ratio | -0.14 |
UBS Group Volatility Alert
UBS Group AG exhibits very low volatility with skewness of -0.93 and kurtosis of 2.43. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure UBS Group's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact UBS Group's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.UBS Group Implied Volatility
UBS Group's implied volatility exposes the market's sentiment of UBS Group AG stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if UBS Group's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that UBS Group stock will not fluctuate a lot when UBS Group's options are near their expiration.
UBS Group Fundamentals Vs Peers
Comparing UBS Group's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze UBS Group's direct or indirect competition across all of the common fundamentals between UBS Group and the related equities. This way, we can detect undervalued stocks with similar characteristics as UBS Group or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of UBS Group's fundamental indicators could also be used in its relative valuation, which is a method of valuing UBS Group by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare UBS Group to competition |
Fundamentals | UBS Group | Peer Average |
Return On Equity | 0.39 | -0.31 |
Return On Asset | 0.0198 | -0.14 |
Profit Margin | 0.70 % | (1.27) % |
Operating Margin | 0.12 % | (5.51) % |
Current Valuation | 149.91 B | 16.62 B |
Shares Outstanding | 3.21 B | 571.82 M |
Shares Owned By Insiders | 0.04 % | 10.09 % |
Shares Owned By Institutions | 57.92 % | 39.21 % |
Number Of Shares Shorted | 11.98 M | 4.71 M |
Price To Earning | 8.52 X | 28.72 X |
Price To Book | 1.07 X | 9.51 X |
Price To Sales | 2.35 X | 11.42 X |
Revenue | 39.06 B | 9.43 B |
Gross Profit | 34.41 B | 27.38 B |
EBITDA | 32.8 B | 3.9 B |
Net Income | 29.73 B | 570.98 M |
Cash And Equivalents | 419.39 B | 2.7 B |
Cash Per Share | 131.79 X | 5.01 X |
Total Debt | 366.11 B | 5.32 B |
Debt To Equity | 16.01 % | 48.70 % |
Book Value Per Share | 26.83 X | 1.93 K |
Cash Flow From Operations | 49.85 B | 971.22 M |
Short Ratio | 4.45 X | 4.00 X |
Earnings Per Share | 8.45 X | 3.12 X |
Price To Earnings To Growth | 0.59 X | 4.89 X |
Target Price | 32.49 | |
Number Of Employees | 112.84 K | 18.84 K |
Beta | 1.01 | -0.15 |
Market Capitalization | 84.04 B | 19.03 B |
Total Asset | 1.72 T | 29.47 B |
Retained Earnings | 76.06 B | 9.33 B |
Working Capital | (229.74 B) | 1.48 B |
Current Asset | 504.96 B | 9.34 B |
UBS Group Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as UBS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power | (9,223,372,036,855) | |||
Rate Of Daily Change | 0.99 | |||
Day Median Price | 26.19 | |||
Day Typical Price | 26.19 | |||
Price Action Indicator | (0.15) | |||
Period Momentum Indicator | (0.31) |
About UBS Group Buy or Sell Advice
When is the right time to buy or sell UBS Group AG? Buying financial instruments such as UBS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 60.7B | 56.9B | 87.3B | 91.6B | Total Assets | 1.1T | 1.1T | 1.7T | 1.3T |
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Check out UBS Group Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the UBS Group AG information on this page should be used as a complementary analysis to other UBS Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Complementary Tools for UBS Stock analysis
When running UBS Group's price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
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Is UBS Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UBS Group. If investors know UBS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UBS Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 13.673 | Dividend Share 0.7 | Earnings Share 8.45 | Revenue Per Share 12.565 | Quarterly Revenue Growth 0.363 |
The market value of UBS Group AG is measured differently than its book value, which is the value of UBS that is recorded on the company's balance sheet. Investors also form their own opinion of UBS Group's value that differs from its market value or its book value, called intrinsic value, which is UBS Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS Group's market value can be influenced by many factors that don't directly affect UBS Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.