UBS Group AG (UBS)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from UBS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from UBS Group AG's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $35.4B | $34.6B | $40.8B | $48.6B | $49.6B |
| Net income | $7.5B | $7.7B | $27.4B | $5.1B | $7.8B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $2.06 | $2.25 | $8.30 | $1.52 | $2.36 |
| Operating margin | — | — | — | — | — |
Where the revenue comes from
Revenue by segments, fiscal 2021.
Superinvestors who own UBS
From each investor's latest 13F filing (what a 13F shows). 7 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox |
Trimmed | $1.7B | 0.87% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | $906M | 2.7% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $239M | 0.08% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $163M | 0.14% | Q2 2026 |
| Andreas Halvorsen Viking Global Investors |
New position | $121M | 0.34% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Added | $69M | 0.49% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Held | $298,401 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by UBS Group AG's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are UBS Group AG insiders buying the stock?
No open-market insider purchases of UBS in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own UBS Group AG?
7 of the superinvestors Investingly tracks hold UBS in their latest 13F, including Dodge & Cox, Richard Pzena, Cliff Asness.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.