UBS Group AG

ISIN CH0244767585

WKN A12DFH

Market cap (in EUR)

132,736 m

Country

Switzerland

Sector

Finance

Dividend yield

1.99%

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	132,736 m
EPS, EUR	2.07
P/B ratio	1.6
P/E ratio	19.0
Dividend yield	1.99%

Income statement (2024)

Revenue, EUR	80,377 m
Net income, EUR	4,705 m
Profit margin	5.85%

What ETF is UBS Group AG in?

There are 54 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	7,353
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	5,403
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental Climate Change	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.06%	Equity World Multi-Asset Strategy	867
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,151
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.13%	Equity World	26,864
iShares STOXX Europe 600 Financial Services UCITS ETF (DE)	20.69%	Equity Europe Financials	80
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,294
Invesco Global Enhanced Equity UCITS ETF Acc	0.11%	Equity World Multi-Factor Strategy	267
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.33%	Equity World Dividend	1,421
Vanguard FTSE Developed World UCITS ETF Acc	0.14%	Equity World	4,770
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,910
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	93
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	34
Xtrackers Swiss Large Cap UCITS ETF 1D	8.01%	Equity Switzerland Large Cap	1,672
VanEck European Equal Weight Screened UCITS ETF A	1.04%	Equity Europe Equal Weighted	80
iShares MSCI ACWI UCITS ETF USD (Acc)	0.13%	Equity World	21,475
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	64
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.15%	Equity World Social/Environmental	485
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	3.36%	Equity Europe Social/Environmental Climate Change	61
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	304
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	1.20%	Equity Europe	3,250
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.98%	Equity Europe Social/Environmental Climate Change	27
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.67%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.14%	Equity World	3,479
Amundi MSCI Europe UCITS ETF Acc	0.93%	Equity Europe	583
iShares MSCI Europe ex-UK UCITS ETF	1.20%	Equity Europe	1,260
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.20%	Equity World Financials Social/Environmental	539
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	85
Xtrackers MSCI Europe UCITS ETF 1D	0.99%	Equity Europe	131
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	663
Xtrackers MSCI World UCITS ETF 1D	0.16%	Equity World	4,438
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.11%	Equity World Multi-Factor Strategy	0
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	1.16%	Equity Europe Social/Environmental	32
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist)	0.82%	Equity Europe Social/Environmental	134
iShares MSCI World Screened UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	945
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	132
Amundi Core MSCI Europe UCITS ETF Dist	0.93%	Equity Europe	503
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.92%	Equity Europe	2,067
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	53
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.13%	Equity World	18,720
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	1.06%	Equity Europe Social/Environmental	470
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	186
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.93%	Equity Europe	10,518
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.33%	Equity World Dividend	6,505
Amundi Prime Europe UCITS ETF DR (D)	0.96%	Equity Europe	199
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.81%	Equity Europe Multi-Factor Strategy	168
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.83%	Equity Europe Social/Environmental	4,177
Amundi MSCI Europe Growth UCITS ETF Dist	1.85%	Equity Europe Growth	73
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.92%	Equity Europe	4,217
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	963
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	1.20%	Equity Europe	1,085
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	87

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