Ubs Group Ag Stock Filter Stocks by Fundamentals
| UBS Stock | USD 36.02 0.02 0.06% |
Fundamental analysis of UBS Group allows traders to better anticipate movements in UBS Group's stock price by examining its financial health and performance throughout various phases of its business cycle.
UBS | Shares Owned by Institutions | Build AI portfolio with UBS Stock |
UBS Group Current Valuation Drivers
We derive many important indicators used in calculating different scores of UBS Group from analyzing UBS Group's financial statements. These drivers represent accounts that assess UBS Group's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of UBS Group's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 50.5B | 62.7B | 60.7B | 97.9B | 97.7B | 87.3B | |
| Enterprise Value | 92.7B | 86.5B | 81.1B | 146.8B | 204.4B | 150.9B |
UBS Group ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, UBS Group's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to UBS Group's managers, analysts, and investors.Environmental | Governance | Social |
UBS Group Institutional Holders
Institutional Holdings refers to the ownership stake in UBS Group that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of UBS Group's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing UBS Group's value.| Shares | Pictet Asset Manangement Sa | 2025-03-31 | 35.4 M | Jpmorgan Chase & Co | 2025-03-31 | 32.7 M | Deutsche Bank Ag | 2025-03-31 | 31.4 M | Pzena Investment Management, Llc | 2025-03-31 | 29.4 M | Legal & General Group Plc | 2025-03-31 | 27.2 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2025-03-31 | 22.3 M | Arrowstreet Capital Limited Partnership | 2025-03-31 | 17.6 M | Amundi | 2025-03-31 | 17.2 M | Vontobel Holding Ltd. | 2025-03-31 | 17.1 M | Norges Bank | 2024-12-31 | 183.1 M | Ubs Group Ag | 2025-03-31 | 147.3 M |
UBS Fundamentals
| Return On Equity | 0.0586 | ||||
| Return On Asset | 0.0032 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 121.87 B | ||||
| Shares Outstanding | 3.19 B | ||||
| Shares Owned By Insiders | 0.06 % | ||||
| Shares Owned By Institutions | 57.61 % | ||||
| Number Of Shares Shorted | 6.93 M | ||||
| Price To Earning | 8.52 X | ||||
| Price To Book | 1.29 X | ||||
| Price To Sales | 2.40 X | ||||
| Revenue | 45.81 B | ||||
| Gross Profit | 47.76 B | ||||
| EBITDA | 10.19 B | ||||
| Net Income | 4.93 B | ||||
| Cash And Equivalents | 419.39 B | ||||
| Cash Per Share | 131.79 X | ||||
| Total Debt | 336.96 B | ||||
| Debt To Equity | 16.01 % | ||||
| Book Value Per Share | 27.35 X | ||||
| Cash Flow From Operations | 10.74 B | ||||
| Short Ratio | 2.18 X | ||||
| Earnings Per Share | 1.51 X | ||||
| Price To Earnings To Growth | 0.40 X | ||||
| Target Price | 31.0 | ||||
| Number Of Employees | 106.79 K | ||||
| Beta | 0.94 | ||||
| Market Capitalization | 114.82 B | ||||
| Total Asset | 1.57 T | ||||
| Retained Earnings | 78.03 B | ||||
| Working Capital | (229.74 B) | ||||
| Current Asset | 504.96 B | ||||
| Current Liabilities | 734.7 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 3.79 % | ||||
| Net Asset | 1.57 T | ||||
| Last Dividend Paid | 0.9 |
About UBS Group Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze UBS Group AG's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of UBS Group using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of UBS Group AG based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional 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.