UBS Group Stock Analysis

UBS
 Stock
  

USD 14.51  0.16  1.09%   

UBS Group price fall over the last few months created some momentum for retail investors as it was traded today as low as 14.47 and as high as 14.84 per share. The company executives were not very successful in positioning the entity resources to exploit market volatility in September. However, diversifying your holdings with UBS Group Ag or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.37. The current volatility is consistent with the ongoing market swings in September 2022 as well as with UBS Group Ag unsystematic, company-specific events.
Also, please take a look at World Market Map.
  
The UBS Group stock analysis report makes it easy to digest most publicly released information about UBS Group and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. UBS Group Stock analysis module also helps to analyze the UBS Group price relationship with some important fundamental indicators such as market cap and management efficiency.

UBS Group Stock Analysis Notes

About 58.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.88. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UBS Group Ag has Price/Earnings To Growth (PEG) ratio of 1.6. The entity last dividend was issued on the 12th of April 2022. The firm had 2:1 split on the 10th of July 2006. UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland. UBS Group operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 71294 people. For more information please call Ralph Hamers at 41 44 234 11 11 or visit https://www.ubs.com.

UBS Group Ag Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. UBS Group's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding UBS Group Ag or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
UBS Group Ag generated a negative expected return over the last 90 days
UBS Group Ag has high likelihood to experience some financial distress in the next 2 years
About 58.0% of the company outstanding shares are owned by institutional investors
Latest headline from www.streetinsider.com: Form FWP UBS AG Filed by UBS AG - StreetInsider.com

UBS Group Ag Upcoming and Recent Events

Earnings reports are used by UBS Group to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to UBS Group previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report2nd of May 2017
Next Financial Report4th of August 2017
Next Fiscal Quarter End31st of March 2017
Next Fiscal Year End26th of January 2018
Last Quarter Report31st of December 2016
Last Financial Announcement31st of March 2016

UBS Group Thematic Classifications

In addition to having UBS Group stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Blockchain
Cross-industry collection of firms that are adopting blockchain technology
Diversified Assets
All types of close end funds

UBS Group Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as UBS Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UBS Group Ag backward and forwards among themselves. UBS Group's institutional investor refers to the entity that pools money to purchase UBS Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Dodge CoxCommon Shares153 M2.5 B
Massachusetts Financial Services CoCommon Shares136.8 M2.2 B
Ubs Group AgCommon Shares113.7 M1.8 B
Vanguard Group IncCommon Shares109.6 M1.8 B
Credit Suisse Ag 1Common Shares104 M1.7 B
Wellington Management Group LlpCommon Shares52.7 M847.1 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares42.6 M684 M
Optiver Holding BvPut Options10.9 M176.3 M
Note, although UBS Group's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

UBS Group Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 50 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate UBS Group's market, we take the total number of its shares issued and multiply it by UBS Group's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

UBS Group Profitablity

UBS Group's profitability indicators refer to fundamental financial ratios that showcase UBS Group's ability to generate income relative to its revenue or operating costs. If, let's say, UBS Group is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, UBS Group's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of UBS Group's profitability requires more research than a typical breakdown of UBS Group's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 21.81 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large.

Management Efficiency

The entity has Return on Asset of 0.72 % which means that on every $100 spent on asset, it made $0.72 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 13.61 %, implying that it generated $13.61 on every 100 dollars invested. UBS Group management efficiency ratios could be used to measure how well ubs group ag manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 1st of October, UBS Group has the risk adjusted performance of (0.07), and Market Risk Adjusted Performance of (0.14). In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of UBS Group Ag, as well as the relationship between them. In other words, you can use this information to find out if the entity will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We have analyzed nineteen technical drivers for UBS Group Ag, which can be compared to its competition. Please validate UBS Group Ag jensen alpha and downside variance to decide if UBS Group is priced adequately, providing market reflects its prevalent price of 14.51 per share. Given that UBS Group Ag has jensen alpha of (0.031619), we advise you to double-check UBS Group Ag's current market performance to make sure the company can sustain itself at some point in the future.

UBS Group Ag Price Movement Analysis

The output start index for this execution was thirty with a total number of output elements of thirty-one. The Moving Average is predictive technique used to analyze UBS Group Ag price data points by creating a series of averages of different subsets of UBS Group entire price series.
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UBS Group Predictive Daily Indicators

UBS Group intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of UBS Group stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

UBS Group Forecast Models

UBS Group time-series forecasting models is one of many UBS Group's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary UBS Group's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About UBS Group Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how UBS Group prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling UBS Group shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as UBS Group. By using and applying UBS Group Stock analysis, traders can create a robust methodology for identifying UBS Group entry and exit points for their positions.
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland. UBS Group operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 71294 people.

Current UBS Group Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. UBS Group analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. UBS Group analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
13.69Sell3Odds
UBS Group Ag current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most UBS Group analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand UBS Group stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of UBS Group Ag, talking to its executives and customers, or listening to UBS Group conference calls.
UBS Group Analyst Advice Details

UBS Group Stock Analysis Indicators

UBS Group Ag stock analysis indicators help investors evaluate how UBS Group stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading UBS Group shares will generate the highest return on investment. By understating and applying UBS Group stock analysis, traders can identify UBS Group position entry and exit signals to maximize returns.
Trailing Annual Dividend Rate0.37
Fifty Two Week Low0.92
Revenue Growth1.40%
Payout Ratio22.32%
Average Daily Volume Last 10 Day2.66M
Shares Short Prior Month9.87M
Average Daily Volume In Three Month2.71M
Earnings Growth11.20%
Shares Percent Shares Out0.20%
Earnings Quarterly Growth5.10%
Forward Price Earnings8.02
Short Percent Of Float0.23%
Float Shares3.25B
Fifty Two Week High21.49
Fifty Day Average16.08
Two Hundred Day Average17.50
Enterprise Value To Revenue0.67
Trailing Annual Dividend Yield2.52%
Also, please take a look at World Market Map. Note that the UBS Group Ag information on this page should be used as a complementary analysis to other UBS Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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When running UBS Group Ag price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
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Is UBS Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UBS Group. If investors know UBS Group will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UBS Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of UBS Group Ag is measured differently than its book value, which is the value of UBS Group that is recorded on the company's balance sheet. Investors also form their own opinion of UBS Group's value that differs from its market value or its book value, called intrinsic value, which is UBS Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS Group's market value can be influenced by many factors that don't directly affect UBS Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine UBS Group value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.