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UBS Group (UBS) Competitors

UBS Group logo
$40.22 -0.33 (-0.81%)
Closing price 03:59 PM Eastern
Extended Trading
$39.94 -0.28 (-0.70%)
As of 06:08 PM Eastern
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UBS vs. AEG, AMP, BK, DB, EQH, GS, IVZ, MS, PRU, and SF

Should you be buying UBS Group stock or one of its competitors? The main competitors of UBS Group include Aegon (AEG), Ameriprise Financial (AMP), Bank of New York Mellon (BK), Deutsche Bank Aktiengesellschaft (DB), Equitable (EQH), The Goldman Sachs Group (GS), Invesco (IVZ), Morgan Stanley (MS), Prudential Financial (PRU), and Stifel Financial (SF). These companies are all part of the "finance" sector.

UBS Group vs. Its Competitors

Aegon (NYSE:AEG) and UBS Group (NYSE:UBS) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, media sentiment, earnings, risk and dividends.

4.3% of Aegon shares are held by institutional investors. 1.0% of UBS Group shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, UBS Group had 20 more articles in the media than Aegon. MarketBeat recorded 42 mentions for UBS Group and 22 mentions for Aegon. UBS Group's average media sentiment score of 0.70 beat Aegon's score of 0.47 indicating that UBS Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Aegon
5 Very Positive mention(s)
7 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
UBS Group
21 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
8 Negative mention(s)
1 Very Negative mention(s)
Positive

Aegon has a beta of 0.94, indicating that its stock price is 6% less volatile than the S&P 500. Comparatively, UBS Group has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500.

UBS Group has a net margin of 9.21% compared to Aegon's net margin of 0.00%. UBS Group's return on equity of 7.17% beat Aegon's return on equity.

Company Net Margins Return on Equity Return on Assets
AegonN/A N/A N/A
UBS Group 9.21%7.17%0.39%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Aegon
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.25
UBS Group
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.67

UBS Group has higher revenue and earnings than Aegon. Aegon is trading at a lower price-to-earnings ratio than UBS Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Aegon$17.05B0.92$744.48M$0.968.14
UBS Group$84.56B1.53$5.09B$1.8921.28

Summary

UBS Group beats Aegon on 14 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding UBS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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UBS vs. The Competition

MetricUBS GroupBANKS IndustryFinance SectorNYSE Exchange
Market Cap$128.97B$68.28B$12.44B$21.27B
Dividend YieldN/A3.52%5.45%3.53%
P/E Ratio21.289.0019.4629.22
Price / Sales1.534.5126.3652.82
Price / Cash14.519.7322.1023.61
Price / Book1.441.362.355.36
Net Income$5.09B$6.75B$1.01B$996.59M
7 Day Performance1.25%-1.34%1.87%3.11%
1 Month Performance4.73%0.94%1.69%3.23%
1 Year Performance28.67%37.21%540.83%11.54%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
3.106 of 5 stars
$40.22
-0.8%
N/A+30.3%$128.97B$84.56B21.28108,648Trending News
AEG
Aegon
4.6685 of 5 stars
$7.40
-1.3%
N/A+30.9%$14.85B$10.65B7.7123,123Dividend Cut
AMP
Ameriprise Financial
4.5971 of 5 stars
$505.19
+0.4%
$534.71
+5.8%
+17.0%$47.62B$17.26B15.7213,600News Coverage
Positive News
BK
Bank of New York Mellon
4.8476 of 5 stars
$101.66
+0.7%
$95.08
-6.5%
+56.0%$71.69B$39.91B15.5251,800Positive News
DB
Deutsche Bank Aktiengesellschaft
3.6008 of 5 stars
$36.59
+0.1%
N/A+125.6%$72.89B$71.84B13.9189,753News Coverage
Positive News
Analyst Downgrade
EQH
Equitable
3.0924 of 5 stars
$53.05
-1.6%
$64.90
+22.3%
+29.2%$15.89B$12.44B42.798,000Positive News
GS
The Goldman Sachs Group
4.7414 of 5 stars
$730.47
0.0%
$660.00
-9.6%
+47.4%$221.13B$126.85B16.1046,500Trending News
IVZ
Invesco
4.6411 of 5 stars
$21.01
-0.5%
$18.78
-10.6%
+27.5%$9.37B$6.07B22.598,500Positive News
MS
Morgan Stanley
4.4463 of 5 stars
$144.87
+0.2%
$138.25
-4.6%
+45.6%$231.26B$107.29B16.4180,000Trending News
PRU
Prudential Financial
4.8007 of 5 stars
$106.66
+0.7%
$122.08
+14.5%
-7.3%$37.55B$68.05B23.6538,196Positive News
Analyst Revision
SF
Stifel Financial
4.492 of 5 stars
$113.73
-0.4%
$115.78
+1.8%
+33.0%$11.62B$5.06B22.049,000News Coverage
Positive News

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This page (NYSE:UBS) was last updated on 8/27/2025 by MarketBeat.com Staff
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