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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Home›Stocks›UBS

UBS

UBS Group AG

Next earnings Jul 29, 2026 · consensus $0.88 EPS, $13.2B rev

Sell
$51.04
▲ +3.13%
$51.04▲ +56.61%
over 1Y
L $32.59H $51.14
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+3.1%
1W+2.2%
1M+6.0%
3M+32.8%
YTD+11.2%
1Y+56.6%
OverviewValuationQualityFilings
Rating
Sell
Quality
A+
Valuation
Fair value
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 25 analysts
Buy

Mixed signals in the latest filings.

UBS Group AG shows limited reported revenue.

On these fundamentals, the SEC-figure screen rates UBS a SELL.

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 18, 2026, 8:45 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Financials · annual, by fiscal year

No income data filed.

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$167B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—
Shares Δ YoY-3.5%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
11-KPeriod ending 2025-12-312026-06-29open ↗11-KPeriod ending 2025-12-312026-06-29open ↗4Period ending 2026-05-292026-05-29open ↗4Period ending 2026-05-292026-05-29open ↗4Period ending 2026-05-292026-05-29open ↗SCHEDULE 13G/AFiling2026-05-07open ↗SCHEDULE 13G/AFiling2026-05-07open ↗SCHEDULE 13GFiling2026-05-07open ↗SCHEDULE 13GFiling2026-05-07open ↗SCHEDULE 13GFiling2026-05-07open ↗13F-HRPeriod ending 2026-03-312026-05-05open ↗6-KPeriod ending 2026-05-052026-05-05open ↗

Quality score

A+
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumA+
33.3052-week51.14
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is UBS Group AG (UBS) a buy?
UBS currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is UBS Group AG's quality score?
UBS scores 92.7395251726824/100 (grade A+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001610520, latest 11-K filed 2026-06-29) · EODHD · as of 6/18/2026, 12:45:18 PM.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-05-29
UBS Group AG
10% owner
Disposed (J)1.02K @ $24,500.00$25.0M
2026-05-29
UBS Group AG
10% owner
Disposed (J)5.15K @ $24,500.00$126M
2026-05-29
UBS Group AG
10% owner
Disposed (J)1.97K @ $24,500.00$48.3M
2025-02-21
UBS Group AG
10% owner
Sell100.00 @ $7.68$768.00
2024-08-27
UBS Group AG
10% owner
Buy3.71K @ $0.55$2.05K
2024-07-08
UBS Group AG
10% owner
Buy100.00 @ $4.53$453.00
2024-07-08
UBS Group AG
10% owner
Buy5.00 @ $4.52$22.61
2024-07-08
UBS Group AG
10% owner
Sell25.00 @ $4.39$109.75
2024-07-08
UBS Group AG
10% owner
Sell1.00 @ $4.29$4.29
2024-07-08
UBS Group AG
10% owner
Sell3.00 @ $4.24$12.72
2024-07-08
UBS Group AG
10% owner
Sell3.00 @ $4.21$12.63
2024-07-08
UBS Group AG
10% owner
Sell3.00 @ $4.15$12.45

Dividends

Annual
Yield (TTM)
2.2%
Annual / share
$1.10
Last ex-date
2026-04-22
Last amount
$1.10
ex 2026-04-22paid 2026-04-23$1.10
ex 2025-04-16paid 2025-04-17$0.45
ex 2025-04-15paid 2025-04-17$0.90
ex 2024-05-01paid 2024-05-03$0.35
ex 2024-04-30paid 2024-05-03$0.70
ex 2023-04-12paid 2023-04-14$0.55

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Congressional trades

all activity →

Disclosed under the STOCK Act

2025-05-12Bruce WestermanSell$1.00K–$15.0KPTR ↗
2025-04-16Bruce WestermanBuy$1.00K–$15.0KPTR ↗
2025-03-10Mikie SherrillSell$250K–$500KPTR ↗
2024-05-15Mikie SherrillSell$50.0K–$100KPTR ↗
2024-05-13Mikie SherrillSell$250K–$500KPTR ↗
2023-08-13Daniel GoldmanSell$100K–$250KPTR ↗
2023-03-03Mikie SherrillSell$250K–$500KPTR ↗
2022-05-23Mikie SherrillSell$100K–$250KPTR ↗
2021-12-03Mikie SherrillSell$100K–$250KPTR ↗
2021-12-03Mikie SherrillSell$50.0K–$100KPTR ↗
2015-03-05Thomas MacArthurSell$15.0K–$50.0KPTR ↗

Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.

Recent news

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finance.yahoo.com· 2026-07-02

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score93 vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2

News sentiment

EODHD · 54d
Neutral
+0.04
vs typical · 251 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.