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UBS · UBS Group AG

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$53.13 +0.16 (+0.30%) At close · Aug 19
Market Cap
$173.63B
Shares
3.28B

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$53.13 Open$53.80 Day$53.13–53.88 52W close$36.41–55.07 Avg vol 30d1.8M Short int6.0M · 0.2% float · 3.0d 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
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +18%
above
Price vs 50-day avg +3%
above
RSI (14) 53
neutral
MACD trend Negative
52-week position 90%
near high
Momentum
relative strength
Very Strong
1-month return +1%
trailing
6-month return +27%
trailing
YTD return +15%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $52 › 200d $45 — 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 · ▼ -3.5% MoM · 3.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
764 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
Low
Volatility 26%
annualized · 1-yr
Max drawdown −26%
past year
ATR 1.6%
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 Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+18% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
53 Neutral
MACD trend
Negative Bearish
52-week position
90% Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $52 › 200d $45 — 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 · ▼ -3.5% MoM · 3.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
764 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $36 Now $53 · 90% Range high $55
vs 200-day avg +18% vs 50-day avg +3%

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
$173.63B +14.7% — — 0.2%
JPM
Jpmorgan Chase & Co
 $959.50B +10.9% +2.8% 15.5 1.1%
BAC
Bank Of America Corp /De/
 $449.14B +14.9% +6.8% 14.8 1.4%
HSBC
Hsbc Holdings PLC
 $350.67B +30.0% — — 0.2%
RY
Royal Bank Of Canada
 $294.71B +21.8% — — 0.5%

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
764
% held
40.0%
Net QoQ
+111.4M sh
Top holder
UBS Group AG
Held Float
View
Held by Funds
Fund positions
79
View
Short & Settlement
Short Interest Falling
Shares short
6.0M
Days to cover
3.0d
Change
-220.3K sh
View
Short Volume
Short vol %
60%
As of
Aug 19, 2026
Short Total
View
Fails to Deliver
FTD shares
496
Value
$25.8K
As of
Jul 29, 2026
View
Off-Exchange
Off-exchange %
29.7%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Alan Armstrong
Amount
$15.0K–$50.0K
Traded
Mar 30, 2026
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
3
View

Performance

5D 20D 120D MTD YTD
UBS -1.5% +0.9% +26.8% +0.7% +14.7%
SPY -0.4% +2.9% +11.6% +3.0% +12.8%
vs SPY -1.0% -2.0% +15.2% -2.2% +2.0%

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) 680 filings 645 filers Visit website Investor relations

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