UBS Group AG

ISIN CH0244767585

 | 

WKN A12DFH

Market cap (in EUR)
131,556 m
Country
Switzerland
Sector
Finance
Dividend yield
2.33%
 

Overview

Description

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management, Personal and Corporate Banking, Asset Management, Investment Bank, Non-Core and Legacy, and Group Items. The Global Wealth Management segment involves the provision of advice and solutions and offers investment management, estate planning and corporate finance, banking products and services. The Personal and Corporate segment focuses on offering retirement, financing, investments and strategic transactions through its branch network and digital channels. The Asset Management segment consists of capabilities and styles, and advisory support. The Investment Bank segment includes research, advisory services, facilitating clients raising debt and equity from the public, private, and capital markets, cash and derivatives trading. The Non-Core and Legacy segment refers to assets and liabilities prior to the acquisition. The Group Items segment consists of Technology, Corporate Services, Human Resources, Finance, Legal, Risk Control, Compliance, Regulatory and Governance, Communications and Branding, Group Sustainability and Impact, Chief Strategy Office, and Group Treasury. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.
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Finance Investment Services Switzerland

Financials

Key metrics

Market capitalisation, EUR 131,556 m
EPS, EUR 2.51
P/B ratio 1.5
P/E ratio 15.7
Dividend yield 2.33%

Income statement (2025)

Revenue, EUR 70,126 m
Net income, EUR 6,900 m
Profit margin 9.84%

What ETF is UBS Group AG in?

There are 60 ETFs which contain UBS Group AG. All of these ETFs are listed in the table below. The ETF with the largest weighting of UBS Group AG is the iShares STOXX Europe 600 Financial Services UCITS ETF (DE).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.15%
Equity
World
8,027
UBS Core MSCI World UCITS ETF USD acc 0.15%
Equity
World
8,914
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.13%
Equity
World
Social/Environmental
Climate Change
37
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.06%
Equity
World
Multi-Asset Strategy
1,099
VanEck World Equal Weight Screened UCITS ETF A 0.41%
Equity
World
Equal Weighted
1,301
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc) 0.70%
Equity
Europe
Social/Environmental
468
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 0.15%
Equity
World
Social/Environmental
207
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.13%
Equity
World
39,274
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 21.58%
Equity
Europe
Financials
97
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.17%
Equity
World
Social/Environmental
Climate Change
8
UBS Core MSCI World UCITS ETF USD dis 0.15%
Equity
World
1,841
Invesco Global Enhanced Equity UCITS ETF Acc 0.15%
Equity
World
Multi-Factor Strategy
590
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.30%
Equity
World
Dividend
2,286
Vanguard FTSE Developed World UCITS ETF Acc 0.14%
Equity
World
5,872
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.16%
Equity
World
Social/Environmental
1,648
UBS Core MSCI World UCITS ETF hGBP dis 0.15%
Equity
World
102
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
41
Xtrackers Swiss Large Cap UCITS ETF 1D 6.92%
Equity
Switzerland
Large Cap
1,795
VanEck European Equal Weight Screened UCITS ETF A 1.03%
Equity
Europe
Equal Weighted
88
iShares MSCI ACWI UCITS ETF USD (Acc) 0.14%
Equity
World
28,177
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.06%
Equity
World
Multi-Asset Strategy
79
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.15%
Equity
World
Social/Environmental
542
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist) 3.22%
Equity
Europe
Social/Environmental
Climate Change
37
UBS Core MSCI World UCITS ETF hEUR acc 0.15%
Equity
World
797
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing 1.16%
Equity
Europe
3,296
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 1.00%
Equity
Europe
Social/Environmental
Climate Change
28
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist) 0.97%
Equity
Europe
Social/Environmental
Climate Change
9
Vanguard FTSE Developed World UCITS ETF Distributing 0.14%
Equity
World
3,927
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc) 0.85%
Equity
Europe
Covered Call
Alternative Investments
16
Amundi MSCI Europe UCITS ETF Acc 0.91%
Equity
Europe
600
iShares MSCI Europe ex-UK UCITS ETF 1.20%
Equity
Europe
1,424
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.15%
Equity
World
Multi-Factor Strategy
3
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.01%
Equity
World
Financials
Social/Environmental
119
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
98
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist) 0.85%
Equity
Europe
Covered Call
Alternative Investments
49
Xtrackers MSCI Europe UCITS ETF 1D 0.90%
Equity
Europe
130
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
832
Xtrackers MSCI World UCITS ETF 1D 0.16%
Equity
World
4,927
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.15%
Equity
World
Multi-Factor Strategy
8
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 1.19%
Equity
Europe
Social/Environmental
36
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist) 0.95%
Equity
Europe
Social/Environmental
120
iShares MSCI World Screened UCITS ETF USD (Dist) 0.17%
Equity
World
Social/Environmental
1,135
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.09%
Equity
World
Social/Environmental
Climate Change
126
Amundi Core MSCI Europe UCITS ETF Dist 0.91%
Equity
Europe
640
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.88%
Equity
Europe
2,850
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.14%
Equity
World
Social/Environmental
56
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.13%
Equity
World
21,871
iShares MSCI Europe Screened UCITS ETF EUR (Dist) 1.07%
Equity
Europe
Social/Environmental
478
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
223
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.91%
Equity
Europe
10,495
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.30%
Equity
World
Dividend
8,259
Amundi Prime Europe UCITS ETF DR (D) 0.94%
Equity
Europe
241
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist) 1.57%
Equity
Europe
Multi-Factor Strategy
198
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist) 0.82%
Equity
Europe
Social/Environmental
4,683
Amundi MSCI Europe Growth UCITS ETF Dist 1.91%
Equity
Europe
Growth
85
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.88%
Equity
Europe
4,524
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.09%
Equity
World
Social/Environmental
757
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 1.16%
Equity
Europe
1,364
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
106
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.