Nama Insights

UBS Group (UBS)

Financial Services · Banks Diversified · NYSE

UBS Group (UBS) is a Financial Services company in the Banks Diversified industry. It has a market capitalization of $144.79B and a trailing price-to-earnings ratio of 13.6. Over the most recent reported fiscal year, revenue grew 4.3%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +24.6% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-14.7%
How far the last close sits under the highest price of the past five years.
Market cap$144.79B
Trailing P/E13.6
Price / book1.6
Price / sales2.7
FCF yield—
Dividend yield2.3%
Gross margin0.0%
Operating margin—
Net margin18.2%
Revenue growth (YoY)+4.3%
Revenue growth (3-yr annual)+12.4%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta0.8
ExchangeNYSE
SectorFinancial Services
IndustryBanks Diversified

UBS earnings

Next report: Feb 3, 2027 (Q4 2026, EPS estimate $0.99). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $0.96 $0.96 +0.0% $13.39B
Q2 2026 Jul 29, 2026 $0.93 $0.98 -5.1% $13.35B
Q1 2026 Apr 29, 2026 $0.95 $0.83 +14.5% $13.77B
Q4 2025 Feb 4, 2026 $0.67 $0.67 +0.0% $12.20B

UBS analyst price target

Median target $52.00 from 3 analysts, ranging $51.00 – $62.60.

Banks Diversified peers

TickerCompanyMarket capP/E
JPM JPMorgan Chase $888.27B 14.9
BAC Bank of America $341.01B 11.7
HSBC HSBC Holdings $297.73B 10.4
RY Royal Bank of Canada $278.49B 17.5
WFC Wells Fargo $251.98B 11.9
MUFG Mitsubishi UFJ Financial Group $236.03B 14.0
TD Toronto-Dominion Bank $199.88B 18.2
C Citigroup $197.05B 11.6
Explore live UBS data on Nama Insights →

Recent Congressional trades

UBS Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $15,001 - $50,000 Jul 21, 2026
Bruce Westerman House Sell $1,001 - $15,000 May 12, 2025
Bruce Westerman House Buy $1,001 - $15,000 Apr 16, 2025
Mikie Sherrill House Sell $250,001 - $500,000 Mar 10, 2025
Mikie Sherrill House Sell $50,001 - $100,000 May 15, 2024
Mikie Sherrill House Sell $250,001 - $500,000 May 13, 2024
Daniel Goldman House Sell $100,001 - $250,000 Aug 13, 2023

UBS FAQ

Is UBS a buy?
Nama's AI scorecard currently rates UBS Group Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is UBS's P/E ratio?
UBS Group trades at a trailing price-to-earnings ratio of 13.6.
When does UBS report earnings?
UBS Group's next scheduled report is on Feb 3, 2027. Analysts expect EPS of $0.99.
What is the UBS price target?
The median analyst price target from 3 analysts is $52.00, with a range of $51.00 – $62.60.
Is UBS Shariah compliant?
Nama's AAOIFI-style screen reads UBS Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does UBS pay a dividend?
Yes — UBS Group's dividend yield is 2.3%.