UBS Group AG (UBS) — Titan Protect Analysis

UBS

UBS Group AG

Financial · ·

$47.01

Data: 2026-06-03

✗ ETHICAL FAIL

NARROW MOAT

LIMITED

Data Confidence: 0.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$154.9B

Total market value of the company

Trailing P/E

16.94

Reasonably valued

Forward P/E

11.59

Based on estimated future earnings — lower means cheaper

Rev Growth

+13.8%

Year-over-year revenue change

Profit Margin

17.8%

How much profit the company keeps from each dollar of revenue

ROE

10.2%

Return on equity — how efficiently it uses shareholder money

Analyst Target

$44.00

-6% from current price — median analyst estimate

Recommendation

BUY

Consensus view from 3 analysts covering this stock

About UBS Group AG

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers. Its Personal & Corporate B

https://www.ubs.com

Country: Switzerland Employees: 101,594 Industry: Banks - Diversified

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PENDING

Debt must be below 33% of total assets

Cash Ratio

0.0% PENDING

Interest-bearing cash below 33% of assets

Receivables

0.0% PENDING

Receivables below 49% of assets

Revenue Purity

0.0% PENDING

Non-compliant revenue below 5% — any excess requires purification

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

MARKUP

Price trending up with increasing momentum

Sharpe Ratio

0.995

Good returns relative to risk taken

Kelly Fraction

0.0817

Suggested allocation is meaningful — the edge justifies a position

Calmar Ratio

1.008

Returns exceed worst-case losses — strong risk profile

Annual Return

27.2%

Historical annualised return based on price data

Max Drawdown

-27.0%

Largest peak-to-trough decline — the worst it has been

HMM State

BULL

Statistical model sees bullish momentum

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

0.83

Less volatile than the market — more defensive

52W High

$49.36

5% below the year high

52W Low

$30.36

55% above the year low

Avg Volume

2,614,074

Average daily shares traded — higher means easier to buy and sell

Short Ratio

2.9

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

228.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$2.79

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

N/A

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

N/A

Revenue left after cost of goods — higher means pricing power

Operating Margin

31.5%

Profit from core operations before interest and tax

Free Cash Flow

N/A

Negative — the business is spending more than it generates

Revenue (TTM)

$51.3B

Total revenue over the last 12 months

Net Income

$9.1B

Profitable — the bottom line is positive

Analyst Coverage

Analysts

Target High

$61.80

Target Median

$44.00

Target Low

$42.00

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03

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