| P/E (FY) | — | Sales (TTM) | $49.57B |
| Earnings (TTM) | $7.77B | ROE | 8.90% |
| Net Margin | 15.73% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | 1.60% | Sales Growth 3Y | 12.77% |
UBS Group AG operates as a wealth manager and bank worldwide through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. Global Wealth Management offers financial advice, investment management, estate planning, and banking to private and institutional clients. Personal & Corporate Banking serves Swiss customers, while the other segments provide asset management and investment banking services including equities, foreign exchange, research, and advisory.
| Market Cap | — | Trading Days | 3320 |
| 52W High | 55.15 |
| 52W Low | 35.94 |
| % Off High | −5.66% |
| YTD | 16.75% | 1Y | 43.10% |
| 3Y | 164.98% | 5Y | 284.58% |
| 10Y | 514.30% | Since incept. (ann.) | 13.59% |
| Ann. Volatility (1Y) | 25.81% | Ann. Volatility (3Y) | 27.49% |
| Sharpe (1Y) | 1.53 | Sharpe (3Y) | 1.36 |
| Max Drawdown (1Y) | −26.07% | Max Drawdown (3Y) | −27.00% |
| Beta (3Y, vs SPY) | 1.43 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $957.42B | 17.8 |
| BAC | BANK OF AMERICA CORP /DE/ | $444.39B | 16.4 |
| WFC | WELLS FARGO & COMPANY/MN | $265.84B | 13.9 |
| C | CITIGROUP INC | $231.73B | 19.0 |
| COF | CAPITAL ONE FINANCIAL CORP | $132.18B | 52.7 |
| PNC | PNC FINANCIAL SERVICES GROUP, INC. | $101.03B | 15.2 |
| USB | US BANCORP \DE\ | $100.01B | 13.9 |
| TFC | TRUIST FINANCIAL CORP | $66.02B | 13.9 |
| HBAN | HUNTINGTON BANCSHARES INC /MD/ | $35.07B | 12.4 |
| RF | REGIONS FINANCIAL CORP | $26.69B | 13.6 |
| KEY | KEYCORP /NEW/ | $24.54B | 14.9 |
| PNFP | Pinnacle Financial Partners, Inc. | $15.90B | 13.0 |
