UBS is a global financial institution built around its core strength in wealth management, serving high and ultra-high-net-worth individuals. In Switzerland, it also operates as a traditional retail and commercial bank. Its investment bank and asset management divisions complement the wealth business, providing tailored solutions to UBS clients while serving third-party customers by leveraging UBS' global reach and expertise.
The chart shows the growth of an initial investment of $10,000 in UBS Group AG, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
UBS Group AG (UBS) has returned -15.39% so far this year and 51.42% over the past 12 months. Looking at the last ten years, UBS has achieved an annualized return of 9.73%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of UBS Group AG (UBS) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.18% | -11.64% | -2.35% | -1.77% | ||||||||
| 2025 | 16.71% | -0.12% | -11.78% | -1.88% | 5.53% | 6.32% | 11.50% | 10.38% | 4.33% | -6.00% | 1.66% | 20.38% |
| 2024 | -2.25% | -3.40% | 6.70% | -12.80% | 21.26% | -7.02% | 1.17% | 1.96% | 2.42% | -1.67% | 3.49% | -6.10% |
| 2023 | 12.83% | 2.30% | -1.70% | -1.84% | -6.76% | 5.08% | 9.00% | 21.41% | -6.38% | -4.60% | 18.80% | 9.07% |
| 2022 | 3.84% | -8.24% | 9.04% | -14.56% | 12.39% | -14.04% | 2.07% | -1.86% | -6.57% | 8.41% | 14.11% | 0.21% |
| 2021 | -0.35% | 6.74% | -1.15% | -2.80% | 6.23% | -7.03% | 6.67% | -4.55% | 14.37% | -6.09% | 1.71% | |
| 2020 | -2.60% | -11.00% | -15.74% | 20.09% | 3.08% | 6.85% | 1.48% | 3.58% | -8.00% | 4.10% | 18.33% | -0.14% |
| 2019 | 5.80% | -1.32% | -5.09% | 9.45% | -14.70% | 4.59% | -7.30% | -4.93% | 7.31% | 4.16% | 2.70% | 3.45% |
| 2018 | 9.84% | -7.28% | -6.01% | -4.16% | -9.30% | -0.84% | 8.74% | -4.40% | 1.09% | -10.95% | -4.38% | -10.29% |
| 2017 | -0.68% | -4.00% | 0.31% | 7.05% | -6.53% | 6.06% | 0.17% | -6.22% | 4.26% | -0.41% | 1.54% | 6.55% |
| 2016 | 9.93% | -10.78% | -15.24% | 4.63% | 5.47% | -6.33% | 3.08% | 11.07% | -1.07% |
The charts below present risk-adjusted performance metrics for UBS Group AG (UBS) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of UBS compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current UBS Group AG volatility is 2.22%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
SSR Mining shares rose 19.9% this week due to multiple positive developments: the company agreed to sell its 80% stake in a Turkish gold mine for $1.5 billion, received approval to repurchase up to 10% of outstanding shares, and received a raised price target from UBS analyst while maintaining a buy rating. These moves help derisk operations and focus on core Americas operations.
UBS Group AG has notified Bang & Olufsen A/S of crossing the 5% major shareholder threshold, holding 7,369,101 shares representing 5.002% of total share capital and voting rights as of March 17, 2026.
UBS has downgraded U.S. equities to 'benchmark,' warning that America's decade-long stock market dominance may be fading due to dollar depreciation, diminishing buyback advantages, and extreme valuations. The S&P 500's CAPE ratio sits near 40, a level only exceeded during the dot-com bubble, suggesting potential long-term returns of just 1.5% annually over the next decade. While not predicting a crash, analysts suggest investors stress-test portfolios and consider international diversification.
The Superyacht Eco Association (SEA Index), founded by the Yacht Club de Monaco and Credit Suisse (UBS Group brand), has launched a new Air Quality Certification for superyachts. The certification evaluates vessels based on nitrogen oxides (NOx) and fine particulate matter (PM2.5) emissions using a 1-to-5-star rating system, developed in collaboration with AtmoSud. This complements the existing SEA Index CO2 Rating and addresses local air-quality impacts in coastal areas where superyachts operate.
UBS reported strong Q4 2025 earnings with $1.2B net profit, but the stock is down 10% YTD due to mounting legal liabilities from Credit Suisse legacy issues, including Nazi-era asset laundering investigations, tax evasion cases, and suspicious activity reports. Despite solid fundamentals, UBS trades at a premium 17.75x trailing P/E compared to peers, with analysts concerned about reputational damage and ongoing regulatory scrutiny from Swiss authorities.
SEDA Experts LLC announced that John Hardt joined as Managing Director, bringing over 40 years of experience in treasury, risk, and capital markets. Hardt previously held senior leadership roles at major financial institutions including Lloyds TSB Group, UBS, Goldman Sachs, Citigroup, Deutsche Bank, and Bankers Trust, with expertise in capital optimization and balance sheet management.
The post investment management market is projected to grow from $11.17 billion in 2025 to $17.19 billion by 2030, with a CAGR of 9%. Growth is driven by AI-driven insights, digital transformation, real-time portfolio monitoring, ESG focus, and cloud-based platforms. Asia-Pacific is identified as the fastest-growing region, while North America currently leads the market.
UBS beat Q4 earnings estimates but stock fell 6% on concerns about earnings quality. The bank's profit growth relies heavily on non-recurring litigation reserve releases rather than operational improvements. With $15 billion in remaining integration costs, unresolved legal issues from Credit Suisse, and valuation at 18x earnings versus JPMorgan's 14x, UBS faces significant downside risk if regulatory environment deteriorates.
The investment monitoring service market is projected to grow from $1.68 billion in 2025 to $2.7 billion by 2030, with a CAGR of 9.9%. Growth is driven by AI-driven risk analytics, cloud-based platforms, real-time portfolio analytics, and increased institutional and retail investments. Key players include JPMorgan Chase, Deloitte, Morgan Stanley, Goldman Sachs, and BlackRock, with North America leading and Asia-Pacific as the fastest-growing region.
BellRing Brands stock fell nearly 21% this week following disappointing Q1 fiscal 2026 earnings results. While the company beat revenue expectations at $537 million and exceeded non-GAAP earnings estimates, it faced sluggish revenue growth and sharply declining profitability compared to the prior year. The company also trimmed its full-year 2026 guidance and announced CEO Darcy Davenport's retirement, prompting multiple analyst price target cuts.
