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UBS Group AG (UBS) — chart, structure and Closelooknet read

The Closelooknet read

UBS is a Swiss bank and wealth manager that advises private and institutional clients, runs Swiss retail and corporate banking, manages funds, and operates a trading and advisory arm for institutions. It also holds a run-off book of non-core and legacy positions left from past restructuring.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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The desk on UBS

What this diary said about UBS Group AG, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we said

Signals for this name

Every Closelooknet reading that exists for UBS, from the same nightly bakes the boards use. Research diary readings, not advice.

Mentioned on Closelooknet 4 pieces · newest: Daily Pulse, “Memory — Same Name as 2022, a Different Product: Why the AI Cycle Is Not the Old One” (2026-09-28)

Mentioned on Closelooknet

Where UBS appears in the diary — 4 pieces, newest first. Every link is our own writing.

Long reads

  • Memory Chips — Memory Is the New Compute · Closelooknet Heresy VIIIHeresy · 25 Jun 2026SK hynix’s own outlook cited a UBS estimate of ~70% HBM4 share for NVIDIA’s Rubin platform in 2026 — an analyst figure, not confirmed procurement, but it suggests the lead isn’t purely backward-looking.
  • Micron: The Print That Now Prices the AI TradeReport · 23 Jun 2026UBS's Timothy Arcuri, whose $1,625 target is the highest on Wall Street, does not get there with a higher revenue estimate — he gets there by arguing the long-term, partially fixed contracts justify roughly fifteen times forward earnings…

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 46/100 · S&P 500 fund at 50, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-02
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 76th percentile of the window, -20.6% over 20 sessions. Factor regime → 2026-11-02
  • Sector × region Financials in US: +2.7% week · +7.6% month · −0.2% quarter · +11.4% yearThe Sector Engine cell this name lives in, from XLF.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-02
  • Sovereign pressure Index -1.63 · down 2.22 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-02
How it trades on rate days beta 0.66 to TLT · on the worst bond days it moved with the market

How it trades on rate days

How UBS has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.66 — moves strongly with bonds for every 1% move in TLT (20+ year Treasuries), UBS Group AG moved 0.66% on average · correlation 0.24 · higher than 61% of US names
  • Beta, last 3 months 0.45 less rate-sensitive lately than over the year
  • On the 10 worst bond days −0.88% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +1.51% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Banks - Diversified · US · 8 names with week and year-to-date

Peer group

Banks - Diversified · US

Names in the same industry from the Closelooknet universe; scored names rank on their Closelooknet score, the rest on trend state.

Compared against UBS on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — UBS Group AG

UBS in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
UBS is a Swiss bank and wealth manager that advises private and institutional clients, runs Swiss retail and corporate banking, manages funds, and operates a trading and advisory arm for institutions. It also holds a run-off book of non-core and legacy positions left from past restructuring. It is headquartered in Zurich and serves clients worldwide through these five business lines.
Where it sits in the stack
UBS carries no seat in Rubin or Halo, the diary's build-out indices; it sits in our broader Financial Services sleeve as a bank whose research and trading desks comment on the AI trade rather than build any part of the stack.
Who it is priced against
Closelooknet's peer group places it with financial-services names scored in the same sector and country, including Sumitomo Mitsui, Mizuho, Brookfield Asset Management and Credicorp; the market also compares it with Morgan Stanley.
Why Closelooknet tracks it
UBS is not an index constituent but carries a Closelooknet score, strongest on valuation and weakest on quality. The diary has quoted its analysts three times: on an HBM4 share estimate for Nvidia's Rubin platform, on a Micron price target built on contract economics rather than revenue growth, and on a buy-list basket that reached past chips into storage, custom silicon and the application layer.
What the diary watches
Whether UBS's own AI-related calls, on memory share, chip valuations and sector baskets, keep matching how the build-out actually unfolds.

UBS Group AG (UBS) trades on US exchanges, classified under Financial Services.

The Closelooknet company score reads 57/100 composite (momentum 59, quality 55, valuation 72) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Dividends and capital return trailing yield 2.27%, annual · buybacks 4.11 bn USD in FY2025

Dividends and capital return

What UBS pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.10 USD per share · a 2.27% yield on the 2026-11-02 close 1 distribution, paid once a year 2026-11-02
  • Change on the year −18.9% against the prior twelve months prior twelve months 1.35 USD per share
  • Last distribution 1.10 USD per share as the price series records it, within days of the ex-date 2026-04-22
  • By calendar year 2025: 1.35 USD (partial) · 2026: 1.10 USD to date first distribution recorded in the three-year window: 2025-04-15
  • Dividends paid, FY2025 2.27 bn USD 33% of earnings
  • Buybacks, FY2025 4.11 bn USD 2.8% of today's market value
  • Share count −1.3% in FY2025
  • Capital returned 6.38 bn USD · 41% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-03

Quick answers

What is UBS Group AG (UBS)?

UBS Group AG trades as UBS on the US exchange (US) and is classified under Financial Services in the Closelooknet research universe, as of the registry build of 2026-11-03.

Is UBS in a Closelooknet index?

Not currently — UBS Group AG is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-03.

What is UBS Group AG's Closelooknet composite score?

57 out of 100, with momentum 59, quality 55 and valuation 72 sub-scores, as of 2026-11-03. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does UBS trade against its moving averages?

UBS Group AG trades 3.3% below its 50-day and 3.7% above its 200-day moving average (2.2% above its 20-day). As of 2026-11-02 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does UBS Group AG compare with its peers?

Against its peer group (Banks - Diversified · US), UBS Group AG (UBS) sits 13.4% below its 52-week high, 3.3% below its 50-day average; Sumitomo Mitsui Financial Group Inc (SMFG) is 13.1% below, Mitsubishi UFJ Financial Group Inc ADR (MUFG) is 11.6% below, Banco Bilbao Viscaya Argentaria SA ADR (BBVA) is 19.2% below, as of 2026-11-02. Put any of them next to UBS in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does UBS Group AG trade when bond yields rise?

Over the past year UBS Group AG had a beta of 0.66 to TLT, the long-dated Treasury fund — it moves strongly with bonds, higher than 61% of US names. On the 10 sessions in which long bonds fell most it moved −0.88% on average, against −0.74% for the S&P 500. As of 2026-11-02; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about UBS Group AG?

UBS Group AG appears in 4 Closelooknet pieces as of 2026-11-03, most recently Daily Pulse: Memory — Same Name as 2022, a Different Product: Why the AI Cycle Is Not the Old One (2026-09-28); Daily Pulse: The Buy Lists Arrive — One Week After K3, the Street Reaches Past Semis (2026-07-21); Heresy: Memory Chips — Memory Is the New Compute · Closelooknet Heresy VIII (2026-06-25). What Closelooknet said most recently: Price forecasts disagree too: TrendForce put second-quarter DRAM contract prices up 58% to 63% on the quarter; for the third quarter Jefferies reportedly expects another 40% to 50%, UBS about 23%. (Daily Pulse, 2026-09-28). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does UBS Group AG do?

UBS is a Swiss bank and wealth manager that advises private and institutional clients, runs Swiss retail and corporate banking, manages funds, and operates a trading and advisory arm for institutions. It also holds a run-off book of non-core and legacy positions left from past restructuring. It is headquartered in Zurich and serves clients worldwide through these five business lines. Closelooknet's peer group places it with financial-services names scored in the same sector and country, including Sumitomo Mitsui, Mizuho, Brookfield Asset Management and Credicorp; the market also compares it with Morgan Stanley. (Company snapshot of 2026-09-17.)

Where does UBS Group AG sit in the AI build-out?

UBS carries no seat in Rubin or Halo, the diary's build-out indices; it sits in our broader Financial Services sleeve as a bank whose research and trading desks comment on the AI trade rather than build any part of the stack. UBS is not an index constituent but carries a Closelooknet score, strongest on valuation and weakest on quality. The diary has quoted its analysts three times: on an HBM4 share estimate for Nvidia's Rubin platform, on a Micron price target built on contract economics rather than revenue growth, and on a buy-list basket that reached past chips into storage, custom silicon and the application layer. (Company snapshot of 2026-09-17.)

Does UBS Group AG pay a dividend?

UBS Group AG has paid 1.10 USD per share over the last twelve months, paid once a year, a trailing yield of 2.27% on the 2026-11-02 close; the last distribution recorded in the price series was 1.10 USD on 2026-04-22. In fiscal 2025 the company paid 2.27 bn USD in dividends and bought back 4.11 bn USD of its own shares, 41% of that year’s free cash flow. The share count fell 1.3% over the fiscal year. As of 2026-11-02; the "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for UBS, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then Banks - Diversified. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.