Ubs Group Ag Stock Performance

UBS Stock  USD 46.28  0.18  0.39%   
UBS Group has a performance score of 8 on a scale of 0 to 100. The firm has a beta of 0.86, which indicates possible diversification benefits within a given portfolio. UBS Group returns are very sensitive to returns on the market. As the market goes up or down, UBS Group is expected to follow. UBS Group AG currently has a risk of 1.54%. Please validate UBS Group downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to decide if UBS Group will be following its existing price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in UBS Group AG are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady fundamental drivers, UBS Group may actually be approaching a critical reversion point that can send shares even higher in January 2026. ...more

Actual Historical Performance (%)

One Day Return
0.39
Five Day Return
7.23
Year To Date Return
52.84
Ten Year Return
141.54
All Time Return
107.35
Forward Dividend Yield
0.0194
Payout Ratio
0.4964
Last Split Factor
2:1
Forward Dividend Rate
0.9
Dividend Date
2025-04-17
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Begin Period Cash Flow340.2 B
Total Cashflows From Investing Activities709 M

UBS Group Relative Risk vs. Return Landscape

If you would invest  4,208  in UBS Group AG on September 23, 2025 and sell it today you would earn a total of  420.00  from holding UBS Group AG or generate 9.98% return on investment over 90 days. UBS Group AG is generating 0.1603% of daily returns assuming volatility of 1.5356% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than UBS, and above 97% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon UBS Group is expected to generate 2.16 times more return on investment than the market. However, the company is 2.16 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

UBS Group Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UBS Group AG, and traders can use it to determine the average amount a UBS Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1044

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Based on monthly moving average UBS Group is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UBS Group by adding it to a well-diversified portfolio.

UBS Group Fundamentals Growth

UBS Stock prices reflect investors' perceptions of the future prospects and financial health of UBS Group, and UBS Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UBS Stock performance.

About UBS Group Performance

Assessing UBS Group's fundamental ratios provides investors with valuable insights into UBS Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the UBS Group is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand-331.9 K-348.5 K
Return On Capital Employed 0.02  0.02 
Return On Equity 0.06  0.09 

Things to note about UBS Group AG performance evaluation

Checking the ongoing alerts about UBS Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UBS Group AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
UBS Group AG has a frail financial position based on the latest SEC disclosures
About 58.0% of the company outstanding shares are owned by institutional investors
Latest headline from fool.com: Why ABM Industries Stock Sagged by Almost 10 percent Today
Evaluating UBS Group's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UBS Group's stock performance include:
  • Analyzing UBS Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UBS Group's stock is overvalued or undervalued compared to its peers.
  • Examining UBS Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating UBS Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS Group's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of UBS Group's stock. These opinions can provide insight into UBS Group's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating UBS Group's stock performance is not an exact science, and many factors can impact UBS Group's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.