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About the company
UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.
- Revenue in CHF (TTM)38.77bn
- Net income in CHF2.53bn
- Incorporated2014
- Employees109.40k
- LocationUBS Group AGBahnhofstr. 45ZUERICH 8098SwitzerlandCHE
- Phone+41 442341111
- Fax+41 442399111
- Websitehttps://www.ubs.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 25.10bn | 3.37bn | 54.53bn | 52.00k | 16.75 | 1.45 | 14.31 | 3.01 | 4.48 | 4.48 | 23.95 | 57.75 | -- | -- | -- | -- | 0.8627 | 0.8485 | -- | -- | -- | -- | 19.81 | 21.57 | -- | -- | -- | 34.80 | 190.08 | 26.27 | 29.30 | -5.08 | 1.94 | 8.72 |
| Interactive Brokers Group, Inc. | 9.04bn | 713.00m | 65.08bn | 2.95k | 23.44 | 4.03 | 27.20 | 7.20 | 6.57 | 6.57 | 83.26 | 38.22 | 0.0672 | -- | 0.1746 | 3,082,197.00 | 2.41 | 1.76 | 79.96 | 68.72 | 49.85 | 64.32 | 35.96 | 43.18 | -- | -- | 0.5117 | 11.13 | 90.35 | 27.13 | 57.89 | 28.84 | 6.36 | 0.00 |
| Apollo Global Management Inc | 24.60bn | 5.44bn | 79.41bn | 4.88k | 15.37 | 5.72 | 9.90 | 3.23 | 9.07 | 9.07 | 41.27 | 26.82 | 0.0783 | -- | -- | 5,042,837.00 | 2.28 | 1.93 | -- | -- | -- | -- | 29.11 | 17.90 | -- | 34.55 | 0.286 | 61.90 | 215.95 | 94.91 | 340.91 | -- | -- | -2.62 |
| UBS Group AG | 44.87bn | 2.93bn | 107.02bn | 109.40k | 36.22 | 1.14 | 16.71 | 2.12 | 0.8561 | 0.8561 | 15.16 | 27.32 | -- | -- | -- | -- | 0.1825 | 0.9527 | -- | -- | -- | -- | 5.92 | 29.59 | -- | -- | -- | 18.18 | 169.34 | 15.78 | 264.99 | 43.88 | -0.0356 | -0.2833 |
| Citigroup Inc | 145.05bn | 6.70bn | 118.95bn | 229.00k | 18.04 | 0.6118 | 16.02 | 1.51 | 3.46 | 3.45 | 40.83 | 110.55 | -- | -- | -- | -- | 0.3391 | 0.696 | -- | -- | -- | -- | 10.30 | 20.55 | -- | -- | -- | 29.74 | 79.09 | 13.47 | -43.64 | -13.89 | 11.77 | 6.20 |
| KKR & Co Inc | 25.01bn | 3.05bn | 121.41bn | 4.49k | 41.59 | -- | 23.17 | 4.85 | 3.29 | 3.29 | 26.95 | -- | -- | -- | -- | 5,569,756.00 | -- | 3.14 | -- | 4.35 | 37.01 | 63.13 | 20.65 | 56.70 | -- | -- | -- | 16.40 | 128.17 | 42.06 | 723.11 | 27.38 | 1.09 | 0.468 |
| Charles Schwab Corp | 25.49bn | 4.41bn | 129.81bn | 32.30k | 28.84 | 3.73 | 22.28 | 5.09 | 2.46 | 2.46 | 13.84 | 24.04 | 0.053 | -- | 0.3685 | 772,303.00 | 1.01 | 1.02 | 5.08 | 8.60 | 72.57 | 88.77 | 19.08 | 27.68 | -- | -- | 0.8756 | 29.02 | 14.41 | 18.36 | -29.93 | 6.91 | 4.19 | 16.80 |
| BlackRock Inc | 19.36bn | 6.07bn | 158.77bn | 19.30k | 24.46 | -- | 23.49 | 8.20 | 40.53 | 40.53 | 129.18 | -- | -- | -- | -- | 977,828.30 | -- | 3.52 | -- | 3.68 | 81.41 | 81.52 | 32.75 | 31.09 | -- | -- | -- | 49.74 | -0.0783 | 4.70 | 6.26 | 5.03 | 11.02 | 10.72 |
| Holder | Shares | % Held |
|---|---|---|
| Norges Bank Investment Managementas of 23 Oct 2024 | 172.22m | 4.98% |
| UBS Securities LLCas of 30 Jun 2024 | 152.69m | 4.41% |
| Massachusetts Financial Services Co.as of 30 Jun 2024 | 98.12m | 2.83% |
| The Vanguard Group, Inc.as of 30 Jun 2024 | 86.92m | 2.51% |
| UBS Asset Management Switzerland AGas of 30 Jun 2024 | 75.59m | 2.18% |
| Dodge & Coxas of 30 Jun 2024 | 73.44m | 2.12% |
| Z�rcher Kantonalbank (Investment Management)as of 30 Jun 2024 | 54.06m | 1.56% |
| Cevian Capital ABas of 30 Jun 2024 | 43.79m | 1.27% |
| Capital Research & Management Co. (World Investors)as of 30 Jun 2024 | 39.27m | 1.13% |
| Fidelity Management & Research Co. LLCas of 30 Jun 2024 | 36.69m | 1.06% |
