UBS Group AG
UBS · National Commercial Banks · EDGAR filings ↗
Reference price $7.68 — last insider sale, 2025-02-21 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
C66Dominant global wealth-management franchise still digesting Credit Suisse, with mid-pack returns.
Strengths
- Wide-moat scaled franchise; net income up 52% (83rd pct) and vast liquidity (cash 97th pct)
- Best-in-class global wealth management with durable client franchise
Risks
- ROE only 8.6% (34th pct) and ROA 0.48% (13th pct) — sub-par returns
- Credit Suisse integration and rising Swiss capital requirements constrain returns and flexibility
Notable findings
- Strong balance sheetStrong balance sheet — $231.4B cash & investments
Key metrics
Return on equity
8.6%
Return on assets
0.5%
Net-income growth
51.5%
Tangible book value
$84.4B
Cash & investments
$231.4B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-29 | UBS Group AG | Other | 1.0K | $24,500.00 |
| 2026-05-29 | UBS Group AG | Other | 5.1K | $24,500.00 |
| 2026-05-29 | UBS Group AG | Other | 2.0K | $24,500.00 |
| 2025-02-21 | UBS Group AG | Sell | 100 | $7.68 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
Named in the 10-K; linked when we track them.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-03-09 | 2025-12-31 | 0001610520-26-000023 ↗ |
| 20-F | 2025-03-17 | 2024-12-31 | 0001610520-25-000023 ↗ |
| 20-F | 2024-03-28 | 2023-12-31 | 0001610520-24-000041 ↗ |
| 20-F | 2023-03-06 | 2022-12-31 | 0001610520-23-000052 ↗ |
| 20-F | 2022-03-07 | 2021-12-31 | 0001610520-22-000028 ↗ |
| 20-F | 2021-03-05 | 2020-12-31 | 0001610520-21-000035 ↗ |
| 20-F | 2020-03-03 | 2019-12-31 | 0001610520-20-000041 ↗ |
| 20-F | 2019-03-15 | 2018-12-31 | 0001610520-19-000031 ↗ |
| 20-F | 2018-03-09 | 2017-12-31 | 0001610520-18-000019 ↗ |
| 20-F | 2017-03-10 | 2016-12-31 | 0001610520-17-000008 ↗ |
| 20-F | 2016-03-18 | 2015-12-31 | 0001610520-16-000037 ↗ |