UBS · UBS Group AG
Price
Snapshot
50 fields · last close| Market Cap | $121.1B |
| P/E | 15.48 |
| Float | 3.04B |
| Beta | 0.63 |
| Volatility | 15.8% |
| Exchange | SIX |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 77.3 |
| Price | 46.58 |
| Change | −0.62% |
| Prev Close | 46.87 |
| Open | 47.02 |
| Day Low | 46.62 |
| Day High | 47.56 |
| Avg Vol | 4 |
| Avg $ Vol | $183.6M |
| 52W High | 55.72 |
| 52W Low | 28.25 |
| 52W Pos | 66.7% |
| From High | −16.40% |
| From Low | +64.88% |
| Max DD 1Y | −26.07% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −2.66% |
| SMA 50 | −8.64% |
| SMA 200 | −1.08% |
| RSI (14) | 38.6 |
| Vol 30D | 26.6% |
| Vol 90D | 24.4% |
| 1Y Range | 28–56 |
| Daily bars | 540 |
| Perf Week | −1.90% |
| Perf Month | −1.82% |
| Perf Quarter | −9.41% |
| Perf Half Y | +14.21% |
| Perf Year | +24.79% |
| Perf YTD | −1.10% |
| Prev Day | −0.62% |
| Clavix | B+ |
| Debt / Eq | 4.07 |
| Curr Ratio | — |
| Int Cover | — |
| FCF Margin | 32.5% |
| Rev Growth | +233.5% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 27 / 69 |
Clavix risk grade
regraded every trading dayUBS grades B+, 77.3 of 100. Steadiest on Price Stability (66), most exposed on Sector Resilience (56, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 27 of 69 in Financial Services by Clavix score.
How rough the ride is
| UBS | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.63 | 1.21 |
| Volatilityannualized | 15.8% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −26.1% | — |
| Typical daily movemedian absolute daily change | 1.18% | — |
| Days beyond ±3%of the last 252 sessions | 15 (6%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| UBS | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.63 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| UBS | |
|---|---|
| 1 week | −1.9% |
| 1 month | −1.8% |
| Year to date | −1.1% |
| 1 year | +24.8% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| UBS | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 17 Sep |
| Average score0 most bearish, 100 most bullish | 40 |
| Bullish · bearisharticles above 60 · below 40 | 8 · 20 |
| Directionarticles whose tone is improving vs worsening | 8 ↑ 20 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| UBS | |
|---|---|
| Revenue growthyear over year | +233.5% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openThe preview says UBS's upcoming earnings are expected to grow but may lack the two factors typically associated with an earnings beat. It provides no estimates, identifies those factors, or reports actual results.
The headline says UBS capital rules leave Switzerland caught between competing pressures, but the provided text contains no supporting details. There is insufficient information to determine what happened or why.
UBS confirmed plans to move its headquarters out of Switzerland after Swiss regulators pushed for stricter capital rules that the bank views as overly burdensome, signaling that capital pressure is now shaping where the company bases its leadership and costs.
UBS is considering moving its global headquarters out of Switzerland in response to proposed tougher capital rules for large banks. Swiss authorities are reviewing capital requirements for globally active lenders following UBS's 2023 takeover of Credit Suisse.
UBS shares have fallen into a technical correction (a drop of 10% or more from a recent peak), losing more than 12% from their high for the year. The stock is now at 39 Swiss francs, down from a peak of 45 francs in August, with the headline linking the decline to new capital regulations forcing difficult decisions.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| COF | Capital One Financial Corp | B | $124.8B | 11.53 | 1.12 | Compare |
| CME | CME Group Inc | A- | $110.0B | 24.82 | 0.23 | Compare |
| SPGI | S&P Global Inc | B+ | $133.6B | 27.18 | 1.08 | Compare |
| IBKR | Interactive Brokers Group Inc | C+ | $140.2B | 119.14 | 1.38 | Compare |
| BX | Blackstone Inc | B | $147.5B | 41.69 | 1.57 | Compare |
| BNY | Bank of New York Mellon Corp | B | $98.60B | 15.11 | 1.02 | Compare |
| BN | Brookfield Corp | B+ | $93.87B | 65.11 | 1.57 | Compare |
| SCHW | Charles Schwab Corp | A- | $158.1B | 14.94 | 0.75 | Compare |
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