Ubs Group Ag Stock Filter Stocks by Fundamentals
| UBS Stock | USD 27.36 1.03 3.63% |
UBS Group AG fundamentals help investors to digest information that contributes to UBS Group's financial success or failures. It also enables traders to predict the movement of UBS Stock. The fundamental analysis module provides a way to measure UBS Group's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to UBS Group stock.
UBS | Shares Owned by Institutions |
UBS Group Current Valuation Drivers
We derive many important indicators used in calculating different scores of UBS Group from analyzing UBS Group's financial statements. These drivers represent accounts that assess UBS Group's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of UBS Group's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 47.6B | 57.3B | 68.2B | 65.8B | 99.7B | 88.8B | |
| Enterprise Value | 117.8B | 99.5B | 92.1B | 86.3B | 151.7B | 102.3B |
UBS Group ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, UBS Group's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to UBS Group's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
UBS Group Institutional Holders
Institutional Holdings refers to the ownership stake in UBS Group that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of UBS Group's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing UBS Group's value.| Shares | Nuveen Asset Management, Llc | 2023-12-31 | 12.1 M | Bank Of America Corp | 2023-12-31 | 11.1 M | Bank Of New York Mellon Corp | 2023-12-31 | 10 M | Wellington Management Company Llp | 2023-12-31 | 8.6 M | Citigroup Inc | 2023-12-31 | 8.3 M | Royal Bank Of Canada | 2023-12-31 | 7.6 M | Sumitomo Mitsui Trust Holdings Inc | 2024-03-31 | 7.2 M | Royal London Asset Management Ltd | 2023-12-31 | 6.8 M | Arga Investment Management, Lp | 2024-03-31 | 6.1 M | Ubs Group Ag | 2023-12-31 | 135.3 M | Vanguard Group Inc | 2023-12-31 | 114 M |
UBS Fundamentals
| Return On Equity | 0.39 | |||
| Return On Asset | 0.0198 | |||
| Profit Margin | 0.70 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 155.62 B | |||
| Shares Outstanding | 3.21 B | |||
| Shares Owned By Insiders | 0.04 % | |||
| Shares Owned By Institutions | 57.89 % | |||
| Number Of Shares Shorted | 11.83 M | |||
| Price To Earning | 8.52 X | |||
| Price To Book | 1.07 X | |||
| Price To Sales | 2.35 X | |||
| Revenue | 39.06 B | |||
| Gross Profit | 34.41 B | |||
| EBITDA | 32.8 B | |||
| Net Income | 29.73 B | |||
| Cash And Equivalents | 419.39 B | |||
| Cash Per Share | 131.79 X | |||
| Total Debt | 366.11 B | |||
| Debt To Equity | 16.01 % | |||
| Book Value Per Share | 26.83 X | |||
| Cash Flow From Operations | 49.85 B | |||
| Short Ratio | 3.65 X | |||
| Earnings Per Share | 8.45 X | |||
| Price To Earnings To Growth | 0.59 X | |||
| Target Price | 33.4 | |||
| Number Of Employees | 112.84 K | |||
| Beta | 1.01 | |||
| Market Capitalization | 91.1 B | |||
| Total Asset | 1.72 T | |||
| Retained Earnings | 76.06 B | |||
| Working Capital | (229.74 B) | |||
| Current Asset | 504.96 B | |||
| Current Liabilities | 734.7 B | |||
| Five Year Return | 3.79 % | |||
| Net Asset | 1.72 T | |||
| Last Dividend Paid | 0.7 |
About UBS Group Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze UBS Group AG's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of UBS Group using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of UBS Group AG based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether UBS Group AG is a strong investment it is important to analyze UBS Group's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact UBS Group's future performance. For an informed investment choice regarding UBS Stock, refer to the following important reports:Check out UBS Group Piotroski F Score and UBS Group Altman Z Score analysis. Note that the UBS Group AG information on this page should be used as a complementary analysis to other UBS Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Complementary Tools for UBS Stock analysis
When running UBS Group's price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |
Is UBS Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UBS Group. If investors know UBS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UBS Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 13.673 | Earnings Share 8.45 | Revenue Per Share 12.565 | Quarterly Revenue Growth 0.363 | Return On Assets 0.0198 |
The market value of UBS Group AG is measured differently than its book value, which is the value of UBS that is recorded on the company's balance sheet. Investors also form their own opinion of UBS Group's value that differs from its market value or its book value, called intrinsic value, which is UBS Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS Group's market value can be influenced by many factors that don't directly affect UBS Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.