UBS Group AG UBSG.SW
Composite 58/100; the shares have moved about 22% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Balance-sheet strength ranks 36/100 — a moderate mark against it.
Momentum ranks 83/100 — a strong point in its favour. Valuation ranks 79/100 — a strong point in its favour. Income ranks 62/100 — a slight point in its favour.
Balance-sheet strength ranks 36/100 — a moderate mark against it. Quality ranks 43/100 — a slight mark against it.
What the company does UBS Group AG is a global wealth manager and diversified bank operating through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. It provides financial advice, investment management, and banking services to private wealth, institutional, and corporate clients worldwide.
Key financials UBS reports ROE of 10.2%, ROA of 0.6%, and net margins of 17.8%. Revenue grew 13.8% and EPS surged 84.4%. Gross margins stand at 100.0%, with operating margins at 31.5%. The dividend yield is 0.0%, with a payout ratio of 69.5%.
Stock health Momentum is strong: 3-month +28.67%, 6-month +17.34%, and 12-month +44.93%. The stock is -3.65% below its 52-week high, with RSI(14) at 58.90. Sideravia scores UBS 58.6 overall, with Valuation at 72.5 and Momentum at 76.4.
Price vs fair value UBS trades at a **PREMIUM of 35.20%** to our fair-value estimate and a **PREMIUM of 1.57%** to the analyst 12-month target. - Simply Wall St notes UBS stock looks fairly valued after a Q2 profit jump (Simply Wall St). - Proactive reports Berkshire Hathaway’s buyback binge fueled a price target hike ahead of earnings (Proactive). - Barrons highlights a slip in UBS advisor head count but an increase in net new assets (Barrons.com). - Motley Fool’s Q2 2026 earnings call transcript suggests investor focus on profitability trends (Motley Fool).
Looking forward Forward P/E is 15.92 and PEG is 0.89, indicating potential value despite the premium. Analysts (n=17) see limited upside near-term, with the stock trading close to their 42.15 target. Valuation percentile (72.5) suggests UBS is richly priced relative to peers.
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Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.