UBS Group AG Registered Shares UBSG

Morningstar Rating
CHF 37.63 +0.05 (0.13%)
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Company Report

UBS Needs to Navigate Postmerger Capital Risks

UBS has made significant progress with its integration of Credit Suisse, and completion remains on track. The merger has delivered the expected cost savings, and UBS is on course to restore its premerger operating margins. Concerns about market share losses have not materialized, and markdowns of the value of Credit Suisse assets have been limited.

Price vs Fair Value

UBSG is trading at a 189% premium.
Price
CHF 37.63
Fair Value
CHF 56.00
Uncertainty
High
1-Star Price
CHF 46.10
5-Star Price
CHF 36.80
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

UBS' Swiss, European, and Asian wealth management operations are highly profitable, bolstered by its market-leading position in the high- and ultra-high-net-worth markets.

Bears

The Credit Suisse merger and the likely steep increase in minimum capital requirements makes it very challenging for UBS to return to its premerger profitability ambitions.

News

Trading Information

Previous Close Price
CHF 37.58
Day Range
CHF 37.2737.96
52-Week Range
CHF 24.6438.39
Bid/Ask
CHF 0.00 / CHF 0.00
Shares Outstanding
3.28B
Market Cap
$123.34B
Volume/Avg
4M / 6M

Key Statistics

Price/Earnings (Normalized)
14.63
Price/Sales
3.10
Dividend Yield (Trailing)
2.29%
Dividend Yield (Forward)
2.29%
Total Yield
5.78%

Company Profile

UBS is a global financial institution built around its core strength in wealth management, serving high and ultra-high-net-worth individuals. In Switzerland, it also operates as a traditional retail and commercial bank. Its investment bank and asset management divisions complement the wealth business, providing tailored solutions to UBS clients while serving third-party customers by leveraging UBS’ global reach and expertise.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Large Growth
Total Number of Employees
116,814

Competitors

Valuation

Metric
UBSG
MS
GS
Price/Earnings (Normalized)
14.6319.2018.75
Price/Book Value
1.583.202.96
Price/Sales
3.104.895.39
Price/Cash Flow
12.8714.36
Price/Earnings
UBSG
MS
GS

Financial Strength

Metric
UBSG
MS
GS
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
UBSG
MS
GS
Return on Assets (Normalized)
0.69%1.42%1.15%
Return on Equity (Normalized)
12.61%19.85%20.50%
Return on Invested Capital (Normalized)
Return on Assets
UBSG
MS
GS

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UBS Group AG Registered Shares
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