UBS Group AG

Research UBS Group AG (UBSG) on Bullrun: valuation model: 14.9% overvalued, market cap CHF 133.16B, P/E 18.3, dividend yield 2.0%. Explore financials, valuation history, model signals, and stock context.

Key Metrics

TickerUBSG
ExchangeSW
CountrySwitzerland
SectorFinancial Services
IndustryBanks - Diversified
CurrencyCHF
Valuation signal14.9% overvalued
Market capCHF 133.16B
P/E18.3
Dividend yield2.0%
Financial periodQ2 2026
RevenueUSD 13.35B
Net incomeUSD 2.80B

Valuation Snapshot

Bullrun's latest valuation model marks UBS Group AG as 14.9% overvalued; latest market cap is CHF 133.16B; P/E is 18.3; dividend yield is 2.0%.

Peer valuation comparison

Latest P/E is 18.34x versus a Financial Services sector median of 13.84x (32.5% above).

Latest dividend yield is 1.98% versus a Financial Services sector median of 3.86% (48.6% 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	2026-08-14	CHF 133.16B	18.3	2.1%	0.89

Dividend history

Latest trailing dividend snapshot: annual dividend/share 0.89 CHF, yield 2.0%.

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.

Related stock research

Switzerland stocks Switzerland Financial Services stocks A-Z stock index

Other Financial Services stocks

EFG International AG (EFGN) Luzerner Kantonalbank AG (0QNU) Banque Cantonale de Geneve (0RMP) 2771 (2771) Basellandschaftliche Kantonalbank (294) Alpine Select AG (ALPN) Banque Cantonale de Geneve (BCGE) Banque Cantonale Vaudoise (BCVN) Berner Kantonalbank AG (BEKN) Basler Kantonalbank (BSKP) Chubb Ltd (CB) Compagnie Financiere Tradition (CFT)

Frequently asked questions

Is UBS Group AG overvalued or undervalued?

Bullrun's valuation model currently marks UBS Group AG as 14.9% overvalued.

What is UBS Group AG's market cap?

UBS Group AG's market capitalization is CHF 133.16B.

What is UBS Group AG's P/E ratio?

UBS Group AG's price-to-earnings (P/E) ratio is 18.3.

Does UBS Group AG pay a dividend?

UBS Group AG has a dividend yield of 2.0%.

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.