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Equibles

UBS · UBS Group AG

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$48.71 +0.53 (+1.10%)
Rebalance outlook locked
Market Cap
$152.08B
Shares
3.06B
Volume · Oct 5 1.61M Avg daily vol (3M) 1.91M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$48.18 Open$47.77 Day$47.68–48.47 52W close$36.41–55.72 Avg vol 30d2.1M Short int5.9M · 0.2% float · 3.6d Short vol52% Last earningsFeb 3, 2027 DataJan 2020–Oct 2026

Up next

Next earnings call
Oct 28, 2026 Scheduled · in 3 wks
Q4 2025 earnings call transcript
call held Feb 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$52.85B
Trailing 12 months
Net income (TTM)
$9.56B
Trailing 12 months
Revenue growth YoY
+1.7%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
16.0
Trailing earnings · reciprocal yield 6.3%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-3.5%
Year over year · fewer shares
Price change (1Y)
+18.3%
Trailing year
Short interest
0.2%
Latest settlement · 3.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Moderate
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg −8%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 61%
mid-range
Momentum
relative strength
Strong
1-month return −13%
trailing
6-month return +12%
trailing
YTD return +4%
this year
Relative strength +1%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $52 › 200d $47 — 50d above 200d
Institutional flow Distributing
9 of 774 funds reported for Sep 30 · net -1.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.19% of float · ▲ +4.2% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
774 holders — near 3-yr high, broad support
Squeeze score 37
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Moderate
Volatility 27%
annualized · 1-yr
Max drawdown −26%
past year
ATR 2.1%
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.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
−8% Bearish
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
61% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $52 › 200d $47 — 50d above 200d
Institutional flow Distributing
9 of 774 funds reported for Sep 30 · net -1.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.19% of float · ▲ +4.2% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
774 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $36 Now $48 · 61% Range high $56
vs 200-day avg +2% vs 50-day avg -8%

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
$152.08B +4.0% — — 0.2%
JPM
Jpmorgan Chase & Co
 $911.92B +3.2% +2.8% 14.7 0.0%
BAC
Bank Of America Corp /De/
 $384.32B -1.8% +6.8% 12.7 1.2%
HSBC
Hsbc Holdings PLC
 $345.38B +22.9% — — 0.2%
RY
Royal Bank Of Canada
 $279.63B +14.2% — — 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 Reducing
Holders
775
% held
42.9%
Reported
9 of 774
Top holder
UBS Group AG
Held Float
View
Held by Funds
Fund positions
78
View
Short & Settlement
Short Interest Rising
Shares short
5.9M
Days to cover
3.6d
Change
+236.6K sh
View
Short Volume
Short vol %
52%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
121
Value
$6.6K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
32.6%
Week of
Aug 31, 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
Webcasts Upcoming
Next webcast
Oct 28, 2026
Last webcast
Jul 29, 2026
View
Investor Relations
Upcoming events
4
View

Performance

5D 20D 120D MTD YTD
UBS -0.9% -13.0% +12.4% +0.1% +4.0%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY -2.1% -13.6% +0.8% -1.5% -9.6%
Key facts CIK 1610520 CUSIP H42097107 13F (30d) 22 filings 16 filers Visit website Investor relations