UBS Group UBSG.SW
UBS Group is a diversified Swiss bank offering investment banking, wealth management, and asset management to institutional and private clients globally. UBS Group shows solid financial health (ROE 10.67%) and high business quality (operating margin 31%), with revenue growth of 14.6% and a forward P/E of 11.66 suggesting a reasonable valuation.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
UBS Group is a diversified Swiss bank offering investment banking, wealth management, and asset management to institutional and private clients globally. UBS Group shows solid financial health (ROE 10.67%) and high business quality (operating margin 31%), with revenue growth of 14.6% and a forward P/E of 11.66 suggesting a reasonable valuation.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.0 |
| Quality / Moat | 7.9 |
| Valuation | 4.3 |
| Growth | 7.5 |
| Dividend | 6.1 |
| Momentum | 7.3 |
| Risk & Context | 6.7 |
OVERALL SCORE: 6.0/10
Context and risks
The rise in 10-year Treasury yields (5.17%) and the ECB's rate hike pressure UBS's net interest margin, although its diversified model and strength in wealth management mitigate the impact. The weakness in the tech sector and AI concerns do not directly affect its core business.
News considered in the analysis
- UBS raises House Foods PT on Ichibanya sale, capital reforms — La noticia es sobre House Foods, no sobre UBS. El impacto en UBS es indirecto y menor, reflejando optimismo sobre reformas de capital en Japón que podrían beneficiar a su banca de inversión.
- What are the bond yield effects on European equities? UBS answers — Ruido de mercado sin información específica sobre UBS.
- Foreign banks have expressed UBS merger interest, Swiss newspaper reports — Rumor de fusiones y adquisiciones que podría implicar una prima de adquisición. No confirmado y con baja probabilidad, pero el impacto potencial es material.
- UBS Forecasts Silver at $80 by September 2027 as Gold and Industrial Demand Provide Support — Previsión de materias primas de un analista de UBS. No afecta directamente a los fundamentales del banco.
- Morgan Stanley Lagged Its Peers After UBS Merger Talk and a Target Cut. Here’s What the Stock Already Prices In — Artículo sobre Morgan Stanley que menciona a UBS. No aporta información nueva sobre UBS.
Verdict: Hold, while monitoring interest rate developments and potential corporate actions.
Main risk: The main risk is exposure to capital markets and investment banking, which are sensitive to volatility and macroeconomic conditions, such as the rise in yields and geopolitical tensions.
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