UBS Net Invested Capital from 2010 to 2024

UBS Stock  USD 31.01  0.10  0.32%   
UBS Group Net Invested Capital yearly trend continues to be comparatively stable with very little volatility. Net Invested Capital will likely drop to about 295.9 B in 2024. Net Invested Capital is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. View All Fundamentals
 
Net Invested Capital  
First Reported
2010-12-31
Previous Quarter
453.4 B
Current Value
295.9 B
Quarterly Volatility
68.4 B
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check UBS Group financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among UBS Group's main balance sheet or income statement drivers, such as Depreciation And Amortization of 1.8 B, Interest Expense of 17 B or Selling General Administrative of 21 B, as well as many indicators such as Price To Sales Ratio of 3.63, Dividend Yield of 0.0252 or PTB Ratio of 1.09. UBS financial statements analysis is a perfect complement when working with UBS Group Valuation or Volatility modules.
  
Check out the analysis of UBS Group Correlation against competitors.

Latest UBS Group's Net Invested Capital Growth Pattern

Below is the plot of the Net Invested Capital of UBS Group AG over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. UBS Group's Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in UBS Group's overall financial position and show how it may be relating to other accounts over time.
Net Invested Capital10 Years Trend
Slightly volatile
   Net Invested Capital   
       Timeline  

UBS Net Invested Capital Regression Statistics

Arithmetic Mean236,664,212,848
Geometric Mean229,807,070,471
Coefficient Of Variation28.90
Mean Deviation44,881,915,681
Median195,839,193,504
Standard Deviation68,388,184,759
Sample Variance4676943814.6T
Range257.6B
R-Value0.72
Mean Square Error2459407798.2T
R-Squared0.51
Significance0
Slope10,938,939,624
Total Sum of Squares65477213404.9T

UBS Net Invested Capital History

2024295.9 B
2023453.4 B
2022245.1 B
2021273.6 B
2020246.3 B
2019226.7 B
2018242.2 B

About UBS Group Financial Statements

UBS Group shareholders use historical fundamental indicators, such as Net Invested Capital, to determine how well the company is positioned to perform in the future. Although UBS Group investors may analyze each financial statement separately, they are all interrelated. The changes in UBS Group's assets and liabilities, for example, are also reflected in the revenues and expenses on on UBS Group's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
Last ReportedProjected for Next Year
Net Invested Capital453.4 B295.9 B

Thematic Opportunities

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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.