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UBS · UBS Group AG

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$55.69 +0.79 (+1.44%)
Market Cap
$168.09B
Shares
3.06B

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$54.90 Open$54.76 Day$54.49–55.10 52W close$36.41–55.07 Avg vol 30d1.7M Short int5.4M · 0.2% float · 3.9d Short vol60% Last earningsSep 30, 2025 DataJan 2020–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 14.4 · calm Equity put/call 0.62
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +21%
above
Price vs 50-day avg +5%
above
RSI (14) 65
neutral
MACD trend Positive
52-week position 99%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +42%
trailing
YTD return +19%
this year
Relative strength +29%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $52 › 200d $46 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +147 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.18% of float · ▼ -10.6% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
768 holders — near 3-yr high, broad support
Squeeze score 49
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 26%
annualized · 1-yr
Max drawdown −26%
past year
ATR 1.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2024
Effective tax rate · by 2026 23%
Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
Effective tax rate · Q2 0%
Effective tax rate · second half 2025 30%
Effective tax rate · full-year 2025 20%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+21% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
65 Neutral
MACD trend
Positive Bullish
52-week position
99% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $52 › 200d $46 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +147 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.18% of float · ▼ -10.6% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
768 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $36 Now $55 · 99% Range high $55
vs 200-day avg +21% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Banks - Diversified — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
UBS
UBS Group AG
this stock
$168.09B +18.5% 0.2%
JPM
Jpmorgan Chase & Co
$950.62B +11.0% +2.8% 15.3 1.0%
BAC
Bank Of America Corp /De/
$435.79B +13.3% +6.8% 14.4 1.2%
HSBC
Hsbc Holdings PLC
$354.72B +31.6% 0.2%
RY
Royal Bank Of Canada
$282.74B +19.8% 0.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
768
% held
42.9%
Net QoQ
+111.5M sh
Top holder
UBS Group AG
Held Float
View
Held by Funds
Fund positions
80
View
Short & Settlement
Short Interest Falling
Shares short
5.4M
Days to cover
3.9d
Change
-634.4K sh
View
Short Volume
Short vol %
60%
As of
Aug 28, 2026
Short Total
View
Fails to Deliver
FTD shares
1.4K
Value
$73.7K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
27.4%
Week of
Jul 27, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Daniel Goldman
Amount
$100.0K–$250.0K
Traded
Jul 10, 2023
View
Filings
SEC Filings
Latest
6-K
Filed
Aug 14, 2026
This year
32
View
Earnings & Events
Earnings Calls
Last call
Sep 30, 2025
View
Investor Relations
Upcoming events
4
View

Performance

5D 20D 120D MTD YTD
UBS +3.0% +4.1% +42.1% +4.1% +18.6%
SPY +0.5% +3.0% +13.4% +3.0% +12.8%
vs SPY +2.6% +1.1% +28.7% +1.1% +5.7%

Capital returns

Latest dividend
$1.102 / share · ex Apr 21, 2026
Raised 21.9%
Paid (TTM)
$1.102 / share · 1 payout
Dividend yield (TTM, derived)
· history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1610520 CUSIP H42097107 13F (30d) 510 filings 483 filers Visit website Investor relations