Trade

with

UBS AG
(NYSE: UBS)
AdChoices
16.34
+0.29
+1.81%
After Hours :
16.34
0.00
0.00%

Open

16.27

Previous Close

16.05

Volume (Avg)

1.87M (2.56M)

Day's Range

16.23-16.36

52Wk Range

15.04-21.61

Market Cap.

61.32B

Dividend Rate (Yield )

0.28 (1.72%)

Beta

1.47

Shares Outstanding

3.75B

P/E Ratio (EPS)

17.76 (0.92)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Banks – Global
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 29.51B

    • Net Income

    • 3.59B

    • Market Cap.

    • 61.32B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 12.37

    • PEG (Price/Earnings Growth) Ratio

    • 0.43

    • Beta

    • 1.47

    • Forward P/E

    • 9.65

    • Price/Sales

    • 2.20

    • Price/Book Value

    • 1.17

    • Price/Cash flow

    • 2.07

      • EBITDA

      • 4.43B

      • Return on Capital %

      • 0.32

      • Return on Equity %

      • 6.78

      • Return on Assets %

      • 0.32

      • Book Value/Share

      • 14.83

      • Shares Outstanding

      • 3.75B

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.26 (5/12/2014)

      • Dividend Declaration Date

      • 2/5/2014

      Analyst Recommendation
      10/20/2014
      Outperform
        • 1 Year Price Target

        • 22.39

        • Credit Rating

        • A

        • Analysts

        • 3

        • EPS Estimate

        • 1.61

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • -3.10

          • -3.02

          • Net Income

            YTD/YTD (last year)

          • -

          • 23.91

          • Net Income

            Q/Q (last year)

          • 1.00

          • -11.71

          • Sales (Revenue)

            5-Year Annual Average

          • -1.64

          • -16.74

          • Net Income

            5-Year Annual Average

          • -

          • 13.46

          • Dividends

            5-Year Annual Average

          • -

          • -

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • -

            • Pre-Tax Margin

            • 12.66

            • 24.99

            • Net Profit Margin

            • 12.37

            • 16.35

            • Average Gross Margin

              5-Year Annual Average

            • -

            • -

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 7.40

            • 19.66

            • Average Net Profit Margin

              5-Year Annual Average

            • 5.80

            • 714.45B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 1.63

              • 1.01

              • Current Ratio

              • -

              • -

              • Quick Ratio

              • -

              • -

              • Interest Coverage

              • -

              • -

              • Leverage Ratio

              • 19.84

              • 12.87

              • Book Value/Share

              • 13.93

              • 20.94

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 17.51

                • 15.85

                • P/E Ratio 5-Year High

                • 25.97

                • 270.01

                • P/E Ratio 5-Year Low

                • 10.67

                • 53.57

                • Price/Sales Ratio

                • 2.17

                • 2.42

                • Price/Book Value

                • 1.15

                • 1.05

                • Price/Cash Flow Ratio

                • 2.07

                • 8.04

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 6.78

                    (3.90)

                  • 7.52

                    (6.67)

                  • Return on Assets %

                    (5-Year Average)

                  • 0.32

                    (0.20)

                  • 0.58

                    (0.47)

                  • Return on Capital %

                    (5-Year Average)

                  • 7.09

                    (6.00)

                  • 3.28

                    (2.27)

                  • Income/Employee

                  • 57.42k

                  • 48.25k

                  • Inventory Turnover

                  • -

                  • -

                  • Asset Turnover

                  • 0.03

                  • 0.04

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  3.48B
                  Operating Margin
                  11.78
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  2.07
                  Ownership

                  Institutional Ownership

                  45.29%

                  Top 10 Institutions

                  23.29%

                  Mutual Fund Ownership

                  27.90%

                  Float

                  -

                  5% / Insider Ownership

                  -

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • VA CollegeAmerica Cap World Gr and Inc

                  •  

                    43,262,786

                  • 4.85

                  • 1.15

                  • Harbor International Fund

                  •  

                    38,663,315

                  • 0.00

                  • 1.03

                  • Thornburg International Fund

                  •  

                    23,938,458

                  • 0.00

                  • 0.64

                  • Vanguard Total Intl Stock Idx Fund

                  •  

                    21,723,710

                  • 1.59

                  • 0.58

                  • Fidelity® Diversified International Fund

                  •  

                    17,730,820

                  • 0.00

                  • 0.47

                  • L&G Pension PMC Europe(Ex UK) Inx Acc

                  •  

                    17,346,800

                  • -1.02

                  • 0.46

                  • CSIF Switzerland Total Market Index

                  •  

                    17,300,428

                  • 0.00

                  • 0.46

                  • iShares MSCI EAFE (AU)

                  •  

                    15,128,256

                  • 0.00

                  • 0.37

                  • Fidelity® Series International Growth

                  •  

                    14,584,413

                  • 0.00

                  • 0.39

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Govt Of Singapore InvestCorp

                  •  

                    245,699,080

                  • +0.03%

                  • 6.65

                  • Government Pension Fund of Norway - Global

                  •  

                    140,653,876

                  • +86.48%

                  • 3.75

                  • Credit Suisse First Boston (CSFB)

                  •  

                    106,976,277

                  • +4.68%

                  • 2.85

                  • UBS Securities LLC

                  •  

                    100,593,284

                  • -0.55%

                  • 2.68

                  • Capital Research Global Investors

                  •  

                    64,492,835

                  • +5.93%

                  • 1.72

                  • Fidelity Management and Research Company

                  •  

                    56,142,325

                  • -5.56%

                  • 1.49

                  • Vanguard Group, Inc.

                  •  

                    45,384,906

                  • -0.30%

                  • 1.21

                  • Fisher Asset Management, LLC

                  •  

                    40,218,316

                  • +2.67%

                  • 1.07

                  • Harbor Capital Advisors Inc

                  •  

                    38,741,346

                  • -0.02%

                  • 1.03

                  • UBS Global Asset Management Zurich

                  •  

                    31,393,065

                  • +0.03%

                  • 0.84

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Banks – Global

                  Type

                  Aggressive Growth

                  Style

                  Large Core

                  UBS AG was formed on June 29, 1998, when Union Bank of Switzerland (founded 1862) and Swiss Bank Corporation (founded 1872) merged to form UBS AG. The Company serves private, institutional & corporate clients worldwide, as well as re...moretail clients in Switzerland. The operational structure of the Group comprises the Corporate Center & five business divisions: Wealth Management, Wealth Management Americas, Retail & Corporate, Global Asset Management and the Investment Bank. Wealth Management provides comprehensive financial services to wealthy private clients around the world – except those served by Wealth Management Americas. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning & corporate finance advice, in addition to specific wealth ma...morenagement products & services. Wealth Management Americas provide advice-based solutions and banking services through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra high net worth and high net worth individuals and families. Retail & Corporate provides comprehensive financial products and services embedded in a true multi-channel experience, offering clients convenient access. Global Asset Management is an asset manager with diversified businesses across investment capabilities, regions and distribution channels. It offers investment capabilities and styles across all major traditional and alternative asset classes including equities, fixed income, currencies, hedge funds, real estate, infrastructure and private equity that can also be combined into multi-asset strategies. The fund services unit provides professional services including fund set-up, accounting and reporting for both traditional investment funds and alternative funds. The Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world’s capital markets. It offers financial advisory and capital markets, research, equities, foreign exchange, precious metals and tailored fixed income services in rates and credit through its two business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities. The Corporate Center comprises Corporate Center – Core Functions and Corporate Center – Non-core and Legacy Portfolio. Corporate Center – Core Functions provides Group-wide control functions including finance, risk control (including compliance) and legal. In addition, it provides all logistics and support functions, including operations, information technology, human resources, corporate development, regulatory relations and strategic initiatives, communications and branding, corporate real estate and administrative services, procurement, physical security, information security, offshoring and treasury services such as funding, balance sheet and capital management. Corporate Center – Core Functions allocates its treasury income, operating expenses and personnel associated with the above mentioned activities to the businesses based on capital and service consumption levels. Corporate Center – Non-core and Legacy Portfolio comprises the non-core businesses and legacy positions previously part of the Investment Bank. The Company competes with national full-service brokerage firms, domestic and global private banks, regional broker-dealers, independent broker-dealers, registered investment advisors, trust companies and other financial services firms offering wealth management services to US and Canadian private clients, as well as foreign non-resident clients seeking wealth management services within the US. Its main competitors include the wealth management businesses of Bank of America, Morgan Stanley and Wells Fargo.lessless

                  Key People

                  Mr. Robert J. Mccann

                  CEO, Divisional

                  Mr. Jurg Zeltner

                  CEO, Divisional

                  Mr. John A. Fraser

                  CEO, Divisional/Chairman, Divisional

                  Mr. Chi-Won Yoon

                  CEO, Geographical

                  Mr Sergio Ermotti

                  CEO

                  • UBS AG

                  • Bahnhofstrasse 45

                  • Zurich, CH-8001

                  • CHE.Map

                  • Phone: +41 442341111

                  • Fax: +41 442384470

                  • ubs.com

                  Incorporated

                  1998

                  Employees

                  60,087

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