UBS Group AG
Research UBS Group AG (UBSG) on Bullrun: valuation model: 16.2% overvalued, market cap CHF 130.78B, P/E 17.1, dividend yield 2.2%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerUBSG
- ExchangeSW
- CountrySwitzerland
- SectorFinancial Services
- IndustryBanks - Diversified
- CurrencyCHF
- Valuation signal16.2% overvalued
- Market capCHF 130.78B
- P/E17.1
- Dividend yield2.2%
- Financial periodQ2 2026
- RevenueUSD 13.35B
- Net incomeUSD 2.80B
Valuation Snapshot
Bullrun's latest valuation model marks UBS Group AG as 16.2% overvalued; latest market cap is CHF 130.78B; P/E is 17.1; dividend yield is 2.2%.
Peer valuation comparison
Latest P/E is 17.12x versus a Financial Services sector median of 13.41x (27.7% above).
Latest dividend yield is 2.19% versus a Financial Services sector median of 3.66% (40.1% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 49.60B | USD 7.77B | USD 19.49B | n/a | 2.36 | USD 227.55B | USD 336.04B | USD 90.21B |
| FY2024 | USD 48.03B | USD 5.09B | n/a | n/a | 1.52 | USD 240.38B | USD 332.42B | USD 85.08B |
| FY2023 | USD 39.61B | USD 27.37B | n/a | n/a | 8.3 | USD 329.27B | n/a | n/a |
| FY2022 | USD 34.18B | USD 7.63B | n/a | n/a | 2.25 | USD 179.12B | n/a | n/a |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-12 | CHF 130.78B | 17.1 | 2.2% | 0.86 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 0.86 CHF, yield 2.2%.
Company Brief
Recent developments are limited as no specific company-related news has been identified.
The most recent financial period ended with a net result that is profitable, but detailed revenue or margin figures were not provided in the available data.
Key risks remain general to the banking sector given the absence of specific updates regarding regulatory changes, market volatility, or strategic shifts.
ETFs that hold UBS Group AG
UBS Group AG is one of the ten largest holdings of 53 ETFs that investors in Europe can buy. The 8 most traded of them:
| ETF | Weight | TER |
|---|---|---|
| iShares Core SPI ETF (CH) | 6.66% | 0.10% |
| UBS SMI ETF CHF dis | 9.23% | 0.20% |
| UBS Core SPI ETF CHF dis | 7.18% | 0.09% |
| Xtrackers Switzerland UCITS ETF 1D | 9.00% | 0.30% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 1.49% | 0.10% |
| UBS SPI ESG ETF CHF acc | 4.86% | 0.12% |
| iShares SMI ETF (CH) | 8.43% | 0.35% |
| Xtrackers Switzerland UCITS ETF 1C | 9.00% | 0.30% |
Compare every fund on the same index:
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Frequently asked questions
Is UBS Group AG overvalued or undervalued?
Bullrun's valuation model currently marks UBS Group AG as 16.2% overvalued.
What is UBS Group AG's market cap?
UBS Group AG's market capitalization is CHF 130.78B.
What is UBS Group AG's P/E ratio?
UBS Group AG's price-to-earnings (P/E) ratio is 17.1.
Does UBS Group AG pay a dividend?
UBS Group AG has a dividend yield of 2.2%.
What does UBS Group AG do?
UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers.