UBS Group stock
UBSG.SWSIXUBS Group AG, Financial ServicesISIN CH0244767585
68Score 68 out of 100, Neutral
Price and trend
81 / 100
Price history
+29% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 7.5% above it.
Since May 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 9.5% below its 52-week high. Largest decline in 20 years: 91% (June 2007 to March 2020).
Chart figures for advanced users
- SMA 50$48.70
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$45.49
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$34.90
- The lowest closing price of the last twelve months.
- Resistance$54.01
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- UBS Group AG belongs to the Banks (Diversified) industry (Switzerland) and, with a market value of $148.14B, is number 15 of 33 companies in its industry on MEQIRI.
- In fiscal 2025 it earned $7.77B (up 52.7% year on year).
- MEQIRI Score 68 out of 100 (Neutral): rank 502 of 975 in Financial Services, median 68.
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- The P/E is 16.3 (Banks (Diversified) median 11.9, own median of recent years 10.2).
- Our model puts fair value at $50.34, with the price 3% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Share buybacksShare count down 12% since 2020.Capital allocation 73
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 80
Weaknesses
- Richly valuedP/E 16.3, Banks (Diversified) median 11.9, own median 10.2.Valuation 67
Its standout strengths are technical analysis and fundamentals.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- solid fundamentals
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $41.95 and expensive above $62.93 (uncertainty low, based on the price swings of the past year).
The two parts of the fair value come to $64.88 (excess return model) and $35.80 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $44.93, at 7.8% it would be $58.45.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (11.9).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 21.1% on the twelve months before. Revenue has grown strongly since 2008, at around 16% per year. From 2008 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2008 are not measured.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 19%, net 16%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. From 2008 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2008 are not measured.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 3 Feb 2027in 82 days
- Last reported
- 28 Oct 2026EPS reported 0.7 (expected 0.75)below expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- 3.61−1.0%
- Revenue
- $52.53B−2.1%
- Earnings per share
- 4.16−2.4%
- Revenue
- $53.92B−2.4%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook mixed
Share price after the results: +0.8%UBS now expects around $13.7 billion total gross cost savings versus the prior $13.5 billion target, plus slight net interest income growth in wealth management and Swiss retail banking, but the investment bank expects seasonally lower trading volumes and a tough year-on-year comparison.
“With $13.2 billion of gross cost reductions already delivered, including $0.6 billion in the third quarter, we expect to deliver $0.5 billion more in the fourth quarter, bringing the total to around $13.7 billion, above our $13.5 billion ambition.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 28 Oct 2026 (fiscal Q3 2026), read by AI.
What happened at UBS Group
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 68
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Banks (Diversified)
The next larger and next smaller companies by market value
- Toronto-Dominion BankTD $209.16B69
- CitigroupC $208.1B65
- Banco SantanderSAN.MC $178.59B67
- Sumitomo Mitsui Financial GroupSMFG $156B68
- Banco Bilbao Vizcaya ArgentariaBBVA.MC $142.13B84
- Bank of MontrealBMO $120.2B66
- Bank of Nova ScotiaBNS $112.94B68
- Bank of Communications601328.SS $111.97B63
ETFs that hold UBS Group
Held by 107 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares STOXX Europe 600 Financial Services UCITS ETF (DE)EXH2 | 23.71% | 0.46% | €98.93M |
| Amundi DJ Switzerland Titans 30 UCITS ETF DistC030 | 8.56% | 0.25% | €239.17M |
| Xtrackers Switzerland UCITS ETF 1DDBXS | 7.83% | 0.30% | €2.87B |
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| State Street SPDR MSCI Europe Financials UCITS ETFSPYZ | 4.48% | 0.18% | €829.48M |
| iShares MSCI Europe Financials Sector UCITS ETFESIF | 4.41% | 0.18% | €664.36M |
| Xtrackers SLI UCITS ETF 1DDXS0 | 3.85% | 0.25% | €581.63M |
| iShares STOXX Europe 600 Top 20 UCITS ETF (DE)EXW3 | 3.23% | 0.20% | €141.47M |
| Amundi MSCI Europe Growth UCITS ETFLGWT | 2.29% | 0.35% | €259.74M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 12 Nov 2026 ($1 = CHF 0.8331)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 27 Jun 2025)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.