
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
$133.53B
PER (TTM)
20.7
16.2
配当利回り
2.3%
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
-$3.49B+0.00%
直近4四半期の推移
EPS
$0.00+0.00%
直近4四半期の推移
フリーCF
$0.00+0.00%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Strong Underlying Profitability Underlying profit before tax reached USD 8.8B, significantly up from USD 4.0B in 2023, reflecting strong transactional activity.
Capital Strength Maintained CET1 ratio stood at 14.3%, above the 14% target, supporting growth ambitions and robust balance sheet.
Integration Cost Savings Achieved 58% of the USD 13B annualized cost-save target by year-end 2024, providing capacity for reinvestment.
Asset Gathering Growth Total invested assets grew to USD 6.09T, driven by positive market performance and net new assets inflows.
リスク要因
Heightened Litigation Exposure CS acquisition materially increased exposure to ongoing and future litigation and regulatory scrutiny risks across the combined Group.
Internal Control Material Weakness Management concluded a material weakness in internal control over financial reporting as of December 31, 2024, due to integration complexity.
Macroeconomic & Geopolitical Risks Exposed to macroeconomic volatility, commercial real estate stress, and geopolitical uncertainty complicating market outlooks.
Regulatory Capital Pressure Swiss SRB framework implementation ahead of peers may increase capital requirements relative to competitors.
見通し
2026 Profitability Target Aiming for an underlying return on CET1 capital exit rate of approximately 15% by the end of 2026.
Cost Efficiency Goal Targeting an underlying cost/income ratio below 70% exit rate by the end of 2026, supporting sustainable growth.
Capital Return Commitment Proposing 2024 dividend of USD 0.90/share (29% increase) and planning significant share repurchases in 2025.
Integration Completion Focus On track to substantially complete Credit Suisse integration aspects by the end of 2026, unlocking further benefits.
同業比較
売上高 (TTM)
JPM$280.34B
BAC$188.75B
C$168.30B
粗利益率 (最新四半期)
BCS100.0%
ING93.7%
BBVA82.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| JPM | $823.87B | 14.8 | 15.9% | 11.3% |
| BAC | $383.53B | 12.6 | 10.2% | 10.7% |
| HSBC | $298.26B | 16.9 | 9.3% | 3.0% |
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
N/M
売上高の変動が大きい
4四半期純利益CAGR
-2.5%
収益性の安定
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:-
財務レポート
財務データ
全年度
Form 20-F - FY 2024
会計期末: 2024年12月31日|提出日: 2025年3月17日|売上高: $81.29B+21.2%|EPS: $1.59-78.2%予想を上回るForm 20-F - FY 2023
会計期末: 2023年12月31日|提出日: 2024年3月28日|売上高: $67.08B+101.1%|EPS: $7.30+212.0%予想を上回るForm 20-F - FY 2022
会計期末: 2022年12月31日|提出日: 2023年3月6日|売上高: $33.36B-4.8%|EPS: $2.34+9.3%予想を上回るForm 20-F - FY 2021
会計期末: 2021年12月31日|提出日: 2022年3月7日|売上高: $35.06B+9.3%|EPS: $2.14+16.9%予想通りForm 20-F - FY 2020
会計期末: 2020年12月31日|提出日: 2021年3月5日|売上高: $32.07B+10.7%|EPS: $1.83+56.4%予想を上回る