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UBS (UBS)

(Delayed Data from NYSE)

$28.12 USD

28.12
2,292,123

+0.01 (0.04%)

Updated Apr 18, 2024 04:00 PM ET

After-Market: $28.12 0.00 (0.00%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy18.00%
3Hold9.44%
4Sell5.10%
5Strong Sell2.53%
S&P50011.08%

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1-Strong Buy of 5 1        

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value D Growth D Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 35% (89 out of 251)

Industry: Banks - Foreign

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Better trading starts here.

Balance Sheet

Research for UBS

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for UBS Group AG falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 364,230 204,477 223,331 190,968 130,357
Receivables 781,081 487,402 510,092 493,841 441,485
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets NA 691,879 733,423 684,809 571,842
Net Property & Equipment 17,849 12,288 12,888 13,109 12,804
Investments & Advances 341,522 222,027 227,197 242,770 241,834
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 10,682 9,389 8,876 9,212 9,537
Intangibles 7,515 6,267 6,378 6,480 6,469
Deposits & Other Assets 194,366 162,513 128,419 169,385 129,697
Total Assets NA NA NA NA 972,183
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 177,273 92,046 89,507 94,799 91,415
Accounts Payable 834,551 570,136 586,052 563,347 485,517
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 34,159 29,515 31,688 33,595 30,591
Total Current Liabilities NA 691,697 707,247 691,741 607,523
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 366,106 188,259 212,954 200,475 177,306
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 218,520 167,189 135,978 173,784 132,648
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities NA NA NA NA 917,476
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 346 304 322 338 338
Capital Surplus 13,216 13,546 15,928 16,753 18,064
Retained Earnings 74,880 50,004 43,851 38,776 34,154
Other Equity 2,993 239 5,576 7,966 5,477
Treasury Stock 4,796 6,874 4,675 4,068 3,326
Total Shareholder's Equity 86,639 57,218 61,002 59,765 54,707
Total Liabilities & Shareholder's Equity NA NA NA NA 972,183
Total Common Equity 86,639 57,218 61,002 59,765 54,707
Shares Outstanding NA 3,480.00 3,480.00 3,659.90 3,659.90
Book Value Per Share -0.87 16.44 17.53 16.33 14.95

Fiscal Year End for UBS Group AG falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 364,230 460,877 315,901 176,909
Receivables NA 781,081 755,702 784,237 486,066
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA NA NA NA 662,975
Net Property & Equipment NA 17,849 17,919 18,325 12,249
Investments & Advances NA 341,522 181,342 339,539 237,117
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 10,682 10,469 10,342 9,310
Intangibles NA 7,515 7,462 7,569 6,272
Deposits & Other Assets NA 194,366 210,752 202,868 125,209
Total Assets NA NA NA NA NA
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 177,273 177,456 218,405 91,753
Accounts Payable NA 834,551 774,384 756,398 549,492
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 34,159 34,989 40,364 34,374
Total Current Liabilities NA NA 986,829 NA 675,619
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 366,106 350,160 355,907 193,545
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 222,137 220,070 126,861
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA NA NA NA 996,028
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 346 346 346 304
Capital Surplus NA 13,216 12,858 12,521 12,971
Retained Earnings NA 74,880 76,726 78,180 51,140
Other Equity NA 2,993 -411 797 933
Treasury Stock NA 4,796 4,122 4,208 8,242
Total Shareholder's Equity NA 86,639 85,398 87,635 57,106
Total Liabilities & Shareholder's Equity NA NA NA NA NA
Total Common Equity 0 86,639 85,398 87,635 57,106
Shares Outstanding NA NA NA 3,480.00 3,480.00
Book Value Per Share 0.00 -0.87 -0.85 25.18 16.41