Openbookopenbook
Equity
UBS Group AG(UBS)
USD --+0.00%
Reward55Moderate
Risk58Medium-High
📊75%Data
Strong 16% profit margin · 2.6% dividend yield
UBS
+0.0 · +0.00%
USD · NYSE
UBS Group AG | Financial Services
Balanced
Market Cap:130.91Bn
ℹ️
Reward Rating
55
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
58
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on UBS to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $49.31.

What is UBS Group AG?

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide.

UBS · Verdict

Solid reward · elevated risk

UBS is broadly in line with peers, with balance sheet the standout concern.

Based on 88% data coverage

UBS · Verdict

What’s working & what to watch

Watchouts 1

  • Balance sheet7/100

    Interest covered 0.3×

Model-based scoring. For information only — not financial advice.

What is UBS Group AG?

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 130.91B, and a P/E ratio of 17.6x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (55)

The scoring profile indicates moderate reward potential, with growth and valuation as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap130.91B
P/E Ratio17.5551
Dividend Yield2.63%
52 Week High49.36
52 Week Low24.5447
Last AnnualDecember
IPO Date11/21/2014
IncorporatedUSA
Shares Outstanding3B
No. of Employees103,177
IndustryBanks - Diversified
ExchangeNYSE
Beta0.887
CurrencyUSD
Websitewww.ubs.com
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.