PortfoliosStock ScreensStocksStockXcel

UBS Group AG

UBS | US

38.10

USD

1.11

3.00%

UBS | US
Loading StockChartView...

About UBS Group AG

Sector

Financial Services

Industry

Banks - Global

Earnings date

30/06/2024

As of date

25/03/2026

Close

38.10

Open

38.19

High

38.34

Low

37.73

UBS Group AG provides financial advice and solutions to private institutional and corporate clients worldwide. It operates through four divisions: Global Wealth Management Personal & Corporate Banking Asset Management and Investment Bank. The Global Wealth Management division offers investment advice and solutions and lending solutions. This segment also provides estate and wealth planning investing corporate and banking and investment management as well as mortgage securities-based and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services such as deposits cards and online and mobile banking as well as lending investments and retirement services; and corporate and institutional solutions including equity and debt capital markets syndicated and structured credit private placements leasing traditional financing trade and export finance and global custody solutions as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities fixed income hedge funds real estate and private markets indexed and alternative beta strategies asset allocation and currency investment strategies customized multi-asset solutions advisory and fiduciary services and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy sell and finance securities on capital markets and to manage their risks and liquidity; distribute trade finance and clear cash equities and equity-linked products; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich Switzerland.

View Less

UBS | US

Risk
26.4
Sharpe
0.56
Luna's Score
58/100
Recommendation
Hold

Luna says (UBS | US)

What's Working

Strength based on increasing price with high volume

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Value Stock (Price to Book < 3)

Strong Revenue Growth (> 10%)

What's not Working

High Short-term Volatility

Weak P/E, and PEG ratio indicator

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

Loading RiskMeterView...

10 days

31.6%

1 month

26.4%

3 months

26.9%

6 months

25.9%

Returns

Loading ReturnMeterView...

Fundamental Ratios

PE

67.00

Fwd. PE

17.70

Price to book

1.26

Debt to equity

4.65

Debt to assets

0.25

Ent. to EBITDA

-

Ent. to rev.

7.11

PEG

0.40

Other Fundamentals

EBITDA

-

MarketCap

122.09B

MarketCap(USD)

122.09B

Div. yield

1.07

Op. margin

22.56

Erngs. growth

-96.00

Rev. growth

32.50

Ret. on equity

2.83

Short ratio

6.54

Short perc.

0.33

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Loading MovingAverageView...

Range10D

2.48

Range1M

6.13

Range3M

12.91

Volumes: Market Activity

Volume Averages

Loading VolumeAverageView...

Rel. volume

1.01

Price X volume

112.98M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Sumitomo Mitsui Financial Group IncSMFGBanks - Global19.93130.04B1.74%11.950.00%
S&P Global IncSPGICapital Markets408.48127.85B-0.66%49.7434.48%
Banco Bilbao Vizcaya Argentaria S.ABBVABanks - Global21.49123.85B0.66%6.18347.86%
Wells Fargo & CompanyWFC-PCBanks - Global17.37105.54B0.29%60.38160.37%
Bank of MontrealBMOBanks - Global137.18100.14B0.58%14.88198.06%
Canadian Imperial Bank of CommerceCMBanks - Global97.3992.32B0.76%12.51328.62%
The Bank of Nova ScotiaBNSBanks - Global69.9586.66B0.81%12.90368.45%
ING Groep N.VINGBanks - Global25.7581.03B2.39%7.940.00%
U.S. BancorpUSBBanks - Regional - US51.8980.97B-0.48%15.13133.45%
Moody's CorporationMCOCapital Markets428.0577.94B-0.10%48.31193.30%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Carrier Global CorporationCARRBuilding Products & Equipment59.2553.49B1.14%21.69100.40%
Netflix IncNFLXMedia - Diversified92.2839.60B1.50%43.2370.34%
Live Nation Entertainment IncLYVMedia - Diversified154.9235.96B1.45%105.45-18562.20%
PPL CorporationPPLBuilding Products & Equipment37.1627.42B0.27%28.90114.80%
Twenty-First Century Fox IncFOXAMedia - Diversified58.4925.67B-0.46%13.5776.09%
Twenty-First Century Fox IncFOXMedia - Diversified52.3525.03B-0.32%12.4576.09%
Avery Dennison CorporationAVYBuilding Products & Equipment170.6413.74B2.84%27.93140.74%
Sirius XM Holdings IncSIRIBroadcasting - Radio22.997.80B2.82%8.37-444.39%
Dolby Laboratories IncDLBMedia - Diversified58.645.59B-0.39%34.320.00%
FBINFBINBuilding Products & Equipment39.444.89B-0.30%25.57130.24%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue7.116.85Par
PE Ratio67.0013.24Expensive
Price to Book1.261.69Cheaper
Dividend Yield1.074.32Poor
Std. Deviation (3M)26.8525.97Par
Debt to Equity4.652.53Expensive
Debt to Assets0.250.15Expensive
Market Cap122.09B136.14BPar
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007