Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
01/24/2022 -- Results Q4 2021 -- 0.27 --
01/24/2022 -- Earnings Call Q4 2021 -- -- --
10/26/2021 -- Earnings Call Q3 2021 -- -- --
10/26/2021 -- Results Q3 2021 -- 0.45 --
07/20/2021 -- Results Q2 2021 -- -- --
04/27/2021 -- Results Q1 2021 -- -- --
01/26/2021 -- Results Q4 2020 -- -- --
10/20/2020 -- Results Q3 2020 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 01/24/2022
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 10/26/2021
Beat/Miss Upgrade
Return Since 6.74%
Last FQE 09/30/2021
Next FQE 12/30/2021

Profile

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UBS is the world’s largest wealth manager and is the product of multiple mergers over the years. Apart from wealth and asset management, it operates a universal bank in Switzerland and a global investment bank.
URL https://www.ubs.com
Investor Relations URL https://www.ubs.com/global/en/investor-relations.html
HQ State/Province N/A
Sector Financial Services
Industry Banks - Diversified
Equity Style Large Cap/Value
Next Earnings Release Jan. 24, 2022
Last Earnings Release Oct. 26, 2021
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Apr. 13, 2021

Dividends

Dividend Per Share (TTM) 0.735
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 5.325
Yield to Sector 1.59
Yield to Industry 0.7293
Last Dividend Amt. 0.37
Dividend Frequency Annually
Last Ex-Dividend Date Apr. 13, 2021
Yield (TTM) 5.74%
Forward Yield 1.93%
Payout Ratio 33.57%
Cash Payout Ratio 11.37%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) No

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
18.06%
-14.39%
21.53%
-29.94%
7.19%
19.44%
29.46%
7.27%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-4.84%
-11.15%
-30.61%
30.77%
-38.23%
26.30%
-1.21%
-23.89%
2.39%
-5.79%
34.91%
7.74%
-33.52%
40.46%
17.48%
47.59%
-9.21%
-4.78%
33.33%
35.67%
-14.98%
46.16%
-11.62%
49.58%
4.38%
-4.08%
15.91%
27.04%
-28.49%
57.78%
-19.64%
1.00%
6.38%
As of January 19, 2022.

Profile

Edit
UBS is the world’s largest wealth manager and is the product of multiple mergers over the years. Apart from wealth and asset management, it operates a universal bank in Switzerland and a global investment bank.
URL https://www.ubs.com
Investor Relations URL https://www.ubs.com/global/en/investor-relations.html
HQ State/Province N/A
Sector Financial Services
Industry Banks - Diversified
Equity Style Large Cap/Value
Next Earnings Release Jan. 24, 2022
Last Earnings Release Oct. 26, 2021
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Apr. 13, 2021

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
HKB16500 639167.0 CHF 2.33%
CGF503 3.988M CHF 2.10%
NBC4416 13.31M CHF 0.81%

Top Portfolio Holders

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Other Resources

Whale Wisdom 13F Filings
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SEC SEC Filings
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