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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)39.78bn
- Net income in CHF2.60bn
- 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
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- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ameriprise Financial, Inc. | 17.45bn | 2.71bn | 55.32bn | 13.80k | 21.89 | 9.70 | -- | 3.17 | 26.05 | 26.05 | 167.78 | 58.78 | 0.0994 | -- | 1.18 | 1,264,130.00 | 1.54 | 1.55 | 1.98 | 1.82 | 50.20 | 52.23 | 15.52 | 18.28 | -- | 4.42 | 0.8807 | 21.35 | 12.29 | 4.49 | -18.83 | 4.06 | 2.58 | 8.47 |
| Bank of New York Mellon Corp | 25.10bn | 3.37bn | 57.35bn | 52.60k | 17.63 | 1.52 | 10.67 | 3.17 | 4.47 | 4.47 | 23.90 | 57.75 | -- | -- | -- | -- | 0.862 | 0.8484 | -- | -- | -- | -- | 19.85 | 21.58 | -- | -- | -- | 33.99 | 190.08 | 26.27 | 29.17 | -5.10 | 1.94 | 8.72 |
| Interactive Brokers Group, Inc. | 9.04bn | 698.00m | 81.00bn | 2.97k | 29.82 | 5.04 | 24.97 | 8.96 | 6.43 | 6.43 | 83.26 | 38.07 | 0.0672 | -- | 0.1746 | 3,082,197.00 | 2.36 | 1.76 | 78.31 | 68.72 | 49.85 | 64.32 | 35.16 | 43.18 | -- | -- | 0.5129 | 11.13 | 90.35 | 27.13 | 57.89 | 28.84 | 6.36 | 0.00 |
| Apollo Global Management Inc | 29.68bn | 5.56bn | 93.37bn | 4.88k | 17.82 | 5.67 | 10.16 | 3.15 | 9.26 | 9.26 | 49.58 | 31.57 | 0.0911 | -- | -- | 6,083,624.00 | 2.54 | 1.93 | -- | -- | -- | -- | 27.94 | 17.90 | -- | 8.39 | 0.2651 | 61.90 | 215.95 | 94.91 | 340.91 | -- | -- | -2.62 |
| UBS Group AG | 44.87bn | 2.93bn | 109.90bn | 109.40k | 37.07 | 1.16 | 17.16 | 2.18 | 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 | 130.40bn | 229.00k | 19.95 | 0.6766 | 11.34 | 1.65 | 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 | 24.10bn | 2.99bn | 139.92bn | 4.49k | 48.78 | 5.81 | 26.93 | 5.81 | 3.23 | 3.23 | 25.98 | 27.14 | 0.0742 | -- | 52.62 | 5,368,161.00 | 1.57 | 3.14 | 2.11 | 4.35 | 33.28 | 63.13 | 21.21 | 56.70 | -- | -- | 0.446 | 16.40 | 128.17 | 42.06 | 723.11 | 27.38 | 1.09 | 0.468 |
| Charles Schwab Corp | 25.64bn | 4.69bn | 147.81bn | 32.10k | 30.70 | 3.89 | 24.09 | 5.76 | 2.63 | 2.63 | 14.01 | 25.81 | 0.0545 | -- | 0.3576 | 777,030.30 | 1.09 | 1.02 | 5.52 | 8.60 | 73.07 | 88.77 | 20.07 | 27.68 | -- | -- | 0.8648 | 29.02 | 14.41 | 18.36 | -29.93 | 6.91 | 4.19 | 16.80 |
| BlackRock Inc | 19.36bn | 6.07bn | 159.22bn | 20.40k | 25.36 | 3.69 | 23.48 | 8.22 | 40.53 | 40.53 | 129.18 | 278.32 | 0.154 | -- | 4.68 | 977,828.30 | 5.04 | 3.52 | 5.35 | 3.68 | 81.41 | 81.52 | 32.75 | 31.09 | -- | -- | 0.2209 | 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 Sep 2024 | 148.70m | 4.30% |
| Massachusetts Financial Services Co.as of 30 Sep 2024 | 91.25m | 2.64% |
| The Vanguard Group, Inc.as of 30 Sep 2024 | 87.48m | 2.53% |
| UBS Asset Management Switzerland AGas of 30 Sep 2024 | 75.49m | 2.18% |
| Dodge & Coxas of 30 Sep 2024 | 73.37m | 2.12% |
| Z�rcher Kantonalbank (Investment Management)as of 30 Sep 2024 | 57.35m | 1.66% |
| Cevian Capital ABas of 30 Sep 2024 | 43.79m | 1.27% |
| Capital Research & Management Co. (World Investors)as of 30 Sep 2024 | 39.38m | 1.14% |
| Pzena Investment Management LLCas of 30 Sep 2024 | 30.80m | 0.89% |
