UBS· Ubs Group Ag

CUSIP H42097107·Sector Financial Services →·

·Investor Relations ↗

Current price

$45.23

Market cap

$148.3B

52w low

$30.36

52w high

$49.36

Whale holders

Aggregate held

$816M

Net flow (Q/Q)

-$285M

Insider buys/sells · last 6 mo · open market only

	Transactions	Total $
Buys	0	$0
Sells	0	$0

Whale	% of portfolio	Recent activity	Δ shares	Value
Pzena Investment Management LLC	2.6%	Reduce 10.8%	-3,230,218	$816M

Held alongside UBS

Top stocks UBS's whales also own — ranked by holder overlap

GOOGLAlphabet Inc.· 3 shared JPMJpmorgan Chase & Co.· 3 shared MSFTMicrosoft Corp.· 2 shared COFCapital One Financial· 2 shared TSMTaiwan Semiconductor Mfg Ltd.· 2 shared DISDisney Walt Co.· 2 shared CVSCvs Health Corp.· 2 shared CCitigroup Inc.· 2 shared AMZNAmazon Com Inc.· 2 shared TMUST-Mobile Us Inc.· 2 shared

Quarterly ownership history

Last 6 quarters

Quarter	Whales	Aggregate	Buying	Selling	Net flow
2026-03-31	1	$816M	0 · $0	1 · $285M	-$285M
2025-12-31	3	$1.6B	1 · $133M	2 · $115M	$18M
2025-09-30	3	$1.6B	2 · $1.4B	1 · $4M	$1.4B
2025-06-30	2	$153M	2 · $90M	0 · $0	$90M
2025-03-31	1	$63M	1 · $653K	0 · $0	$653K
2024-12-31	1	$62M	1 · $62M	0 · $0	$62M

UBS Financials

Live via yfinance — refreshed daily.

Valuation

Market capitalization$148.3B

Enterprise value$186.5B

EV / EBITDA (TTM)—

P/E ratio (TTM)16.21

Forward P/E11.25

P/S ratio2.89

P/B ratio1.55

PEG ratio0.52

Cash Flow

Operating cash flow (TTM)—

Free cash flow (TTM)—

Total cash$528.4B

Total debt$574.3B

Debt / equity—

Current ratio—

Income Statement

Total revenue (TTM)$51.3B

Revenue per share (TTM)16.39

Gross profit (TTM)$51.3B

EBITDA (TTM)—

Net income (TTM)$9.1B

EPS diluted (TTM)2.79

Shares outstanding3,277,805,164

Float shares3,087,483,602

Profitability

Gross margin0.00%

Operating margin31.47%

EBITDA margin0.00%

Net margin17.76%

Efficiency

Return on assets (TTM)0.57%

Return on equity (TTM)10.16%

Price History

Current price$45.23

52 Week high$49.36

52 Week low$30.36

50 day average$40.51

200 day average$41.29

Average volume (10 day)2,584,270

1-year beta0.83

1-year price target$48.13

Dividends

Dividend yield2.43%

Dividend rate (annual)$1.10

Payout ratio32.26%

Fundamentals are sourced from yfinance and refreshed daily. Last updated May 10, 2026, 5:42 PM. Empty cells (—) mean yfinance doesn't have that field for this ticker (common for ADRs, recent IPOs, or non-applicable ratios).

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