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UBS Group (UBS) Competitors

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$42.22 -0.17 (-0.39%)
As of 11:51 AM 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

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

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
UBS Group$84.56B1.60$5.09B$1.8922.34
Aegon$10.65B1.52$744.48M$0.968.40

In the previous week, UBS Group had 32 more articles in the media than Aegon. MarketBeat recorded 38 mentions for UBS Group and 6 mentions for Aegon. UBS Group's average media sentiment score of 0.71 beat Aegon's score of 0.40 indicating that UBS Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
UBS Group
16 Very Positive mention(s)
12 Positive mention(s)
6 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Aegon
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

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

4.3% of Aegon shares are owned by institutional investors. 1.0% of UBS Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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
UBS Group9.21% 7.17% 0.39%
Aegon N/A N/A N/A

UBS Group pays an annual dividend of $0.45 per share and has a dividend yield of 1.1%. Aegon pays an annual dividend of $0.38 per share and has a dividend yield of 4.7%. UBS Group pays out 23.8% of its earnings in the form of a dividend. Aegon pays out 39.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. UBS Group has raised its dividend for 5 consecutive years.

UBS Group has a beta of 1.21, meaning that its share price is 21% more volatile than the S&P 500. Comparatively, Aegon has a beta of 0.99, meaning that its share price is 1% less volatile than the S&P 500.

Summary

UBS Group beats Aegon on 16 of the 19 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$135.39B$70.31B$12.73B$21.76B
Dividend Yield1.41%3.55%5.42%3.51%
P/E Ratio22.3420.44240.1430.41
Price / Sales1.604.4830.9562.07
Price / Cash15.279.7819.8318.30
Price / Book1.581.422.354.68
Net Income$5.09B$6.73B$1.01B$1.00B
7 Day Performance2.12%0.49%1.01%1.90%
1 Month Performance4.61%0.30%2.26%3.75%
1 Year Performance39.69%39.75%540.41%16.17%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
3.9811 of 5 stars
$42.26
-0.3%
N/A+41.7%$135.54B$84.56B22.37108,648Trending News
Analyst Upgrade
AEG
Aegon
4.2564 of 5 stars
$7.86
+1.4%
N/A+26.8%$15.76B$17.05B8.1823,123
AMP
Ameriprise Financial
4.715 of 5 stars
$486.99
-2.0%
$534.71
+9.8%
+7.4%$45.91B$17.26B15.1513,600Positive News
BK
Bank of New York Mellon
4.78 of 5 stars
$106.30
-0.2%
$96.62
-9.1%
+52.4%$74.97B$39.91B16.2351,800Positive News
DB
Deutsche Bank Aktiengesellschaft
3.6675 of 5 stars
$37.46
+0.8%
N/A+115.5%$74.62B$71.84B14.2489,753
EQH
Equitable
4.3589 of 5 stars
$53.28
-1.4%
$64.90
+21.8%
+28.4%$15.96B$12.44B42.978,000Positive News
GS
The Goldman Sachs Group
4.7474 of 5 stars
$787.29
+0.9%
$660.00
-16.2%
+61.5%$238.33B$126.85B17.3546,500Trending News
IVZ
Invesco
4.7452 of 5 stars
$22.36
-0.3%
$19.38
-13.3%
+31.5%$9.97B$6.07B24.048,500Positive News
MS
Morgan Stanley
4.5589 of 5 stars
$156.60
+0.1%
$138.25
-11.7%
+56.9%$249.99B$107.29B17.7480,000Trending News
Analyst Revision
PRU
Prudential Financial
4.8125 of 5 stars
$105.41
-1.4%
$122.08
+15.8%
-15.2%$37.11B$68.05B23.3738,196Positive News
SF
Stifel Financial
4.2678 of 5 stars
$113.64
-1.4%
$115.78
+1.9%
+23.9%$11.61B$5.06B22.029,000Positive News

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This page (NYSE:UBS) was last updated on 9/23/2025 by MarketBeat.com Staff
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