UBS Group AG
NYSE•UBS
CEO: Mr. Sergio P. Ermotti
セクター: Financial Services
業種: Banks - Diversified
上場日: 2000-05-16
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. Further, it advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
連絡先情報
時価総額
$118.14B
PER (TTM)
18.7
13.8
配当利回り
2.5%
52週高値
$49.36
52週安値
$25.75
52週レンジ
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$14.59B+0.00%
直近4四半期の推移
EPS
$0.29+0.00%
直近4四半期の推移
フリーCF
-$11.34B+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Net Profit Jumps 53% YoY Reported net profit attributable to shareholders reached 7.77B USD, driven by strong operating leverage and excellent financial results across all regions.
Invested Assets Surpass 7 Trillion Group invested assets surpassed USD 7 trillion for the first time, reaching 7.01T USD, reflecting strong asset gathering and positive market performance.
Capital Ratios Remain Robust CET1 capital ratio stood at 14.4%, comfortably above guidance, supported by RWA decrease despite currency effects.
Efficiency Ratio Improves Significantly Reported cost/income ratio improved to 81.1% from 84.8%, reflecting higher total revenues and lower operating expenses.
リスク要因
Swiss Capital Requirement Uncertainty Proposed Swiss regulatory changes could require an estimated USD 22B incremental CET1 capital, impacting capital structure and returns.
Credit Suisse Integration Costs Continue Substantial integration and restructuring costs persist, with realization of expected cost reductions dependent on successful, rapid completion of migration efforts.
Geopolitical and Market Volatility Exposure Exposure to geopolitical uncertainty, inflation, and potential market downturns risks adversely affecting business activities and financial results.
Inherited Litigation and Regulatory Scrutiny Heightened litigation risk remains due to inherited Credit Suisse matters, including ongoing legal challenges and increased regulatory oversight.
見通し
2026 Exit Rate Targets Confirmed Targeting underlying RoCET1 of around 15% and underlying cost/income ratio below 70% upon substantial integration completion by end of 2026.
2028 Profitability Ambitions Set Ambition set for reported RoCET1 of approximately 18% and reported cost/income ratio of around 67% by the end of 2028.
Continued AI and Technology Investment Accelerating AI implementation across platforms to enhance employee productivity and client service efficiency, with 380 live use cases by year-end 2025.
Commitment to Swiss Economy Lending Firm remains a steadfast partner to Swiss businesses, renewing commitment to grant or renew around CHF 80B in loans during 2025.
同業比較
売上高 (TTM)
$280.33B
$191.57B
$168.30B
粗利益率 (最新四半期)
93.7%
92.3%
82.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| JPM | $776.04B | 14.1 | 15.9% | 11.3% |
| BAC | $341.98B | 11.3 | 10.1% | 10.7% |
| HSBC | $274.80B | 12.3 | 11.9% | 15.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-7.9%
成長鈍化
4四半期純利益CAGR
-17.5%
収益性の低下
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年4月28日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし