UBS Group AG

UBS Group AG - ROEverified

UBS

Price:

$50.8

Market Cap:

$154.55B

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, c...[Read more]

Industry

Banks - Diversified

IPO Date

2000-05-16

Stock Exchange

NYSE

Ticker

UBS

The ROE as of June 2026 (TTM) for UBS Group AG (UBS) is 8.63%

According to UBS Group AG’s latest financial reports and current stock price. The company's current ROE is 8.63%. This represents a change of 301.26% compared to the average of 2.15% of the last 4 quarters.

UBS Group AG (UBS) Historical ROE (quarterly & annually)

How has UBS ROE performed in the past?

The mean historical ROE of UBS Group AG over the last ten years is 10.07%. The current 8.63% ROE has changed -14.32% with respect to the historical average. Over the past ten years (40 quarters), UBS's ROE was at its highest in in the June 2023 quarter at 31.35%. The ROE was at its lowest in in the December 2017 quarter at -4.84%.

Quarterly (TTM)
Annual

Average

10.07%

Median

8.60%

Minimum

1.87%

Maximum

27.34%

UBS Group AG (UBS) ROE by Quarter and Year

Discovering the peaks and valleys of UBS Group AG ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 359.37%

Maximum Annual ROE = 27.34%

Minimum Annual Increase = -80.15%

Minimum Annual ROE = 1.87%

Quarterly (TTM)
Annual
YearROEChange
20258.61%58.66%
20245.43%-80.15%
202327.34%120.50%
202212.40%10.35%
202111.24%1.73%
202011.04%41.71%
20197.79%-9.31%
20188.59%359.37%
20171.87%-70.83%
20166.41%-43.03%

UBS Group AG (UBS) Average ROE

How has UBS ROE performed in the past?

The current ROE of UBS Group AG (UBS) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

13.79%

5-year avg

13.00%

10-year avg

10.07%

UBS Group AG (UBS) ROE vs. Peers

How is UBS’s ROE compared to its peers?

UBS Group AG’s ROE is less than Citigroup Inc. (7.53%), less than Barclays PLC (9.46%), less than HSBC Holdings plc (12.07%), less than Nu Holdings Ltd. (28.94%), less than ING Groep N.V. (12.71%), less than NatWest Group plc (14.97%), less than Banco Santander, S.A. (15.73%), less than Royal Bank of Canada (15.95%), less than Banco Bilbao Vizcaya Argentaria, S.A. (18.94%), less than Bank of America Corporation (10.50%), less than Wells Fargo & Company (12.04%), less than JPMorgan Chase & Co. (16.32%), less than The Toronto-Dominion Bank (11.85%),

Build a custom stock screener for UBS Group AG (UBS) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like UBS Group AG using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

UBS Group AG (UBS) and other stocks custom spreadsheet templates

The easiest way to analyze a company like UBS Group AG or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is UBS Group AG's ROE?

How is the ROE calculated for UBS Group AG (UBS)?

What is the highest ROE for UBS Group AG (UBS)?

What is the 3-year average ROE for UBS Group AG (UBS)?

What is the 5-year average ROE for UBS Group AG (UBS)?

How does the current ROE for UBS Group AG (UBS) compare to its historical average?