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UBS Group (UBS) Competitors

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$53.71 +0.42 (+0.79%)
Closing price 08/24/2026 03:59 PM Eastern
Extended Trading
$53.94 +0.23 (+0.43%)
As of 04:36 AM Eastern
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UBS vs. AEG, DB, GS, MS, and SF

Should you buy UBS Group stock or one of its competitors? UBS Group's main competitors and comparable companies include Aegon (AEG), Deutsche Bank Aktiengesellschaft (DB), The Goldman Sachs Group (GS), Morgan Stanley (MS), and Stifel Financial (SF). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does UBS Group compare to Aegon?

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

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$28.22B0.65$1.11B-$0.16N/A
UBS Group$76.12B2.20$7.77B$2.9418.27

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

UBS Group has a net margin of 13.10% compared to Aegon's net margin of 0.00%. UBS Group's return on equity of 10.50% beat Aegon's return on equity.

Company Net Margins Return on Equity Return on Assets
AegonN/A N/A N/A
UBS Group 13.10%10.50%0.57%

Aegon pays an annual dividend of $0.41 per share and has a dividend yield of 4.5%. UBS Group pays an annual dividend of $0.36 per share and has a dividend yield of 0.7%. Aegon pays out -256.3% of its earnings in the form of a dividend. UBS Group pays out 12.2% 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. Aegon is clearly the better dividend stock, given its higher yield and lower payout ratio.

Aegon has a beta of 0.84, indicating that its stock price is 16% less volatile than the broader market. Comparatively, UBS Group has a beta of 1.18, indicating that its stock price is 18% more volatile than the broader market.

Aegon currently has a consensus target price of $10.00, suggesting a potential upside of 8.75%. UBS Group has a consensus target price of $60.30, suggesting a potential upside of 12.27%. Given UBS Group's stronger consensus rating and higher possible upside, analysts plainly believe UBS Group is more favorable than Aegon.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Aegon
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
UBS Group
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36

In the previous week, Aegon had 2 more articles in the media than UBS Group. MarketBeat recorded 22 mentions for Aegon and 20 mentions for UBS Group. UBS Group's average media sentiment score of 0.58 beat Aegon's score of 0.14 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
3 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
UBS Group
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

UBS Group beats Aegon on 16 of the 20 factors compared between the two stocks.

How does UBS Group compare to Deutsche Bank Aktiengesellschaft?

UBS Group (NYSE:UBS) and Deutsche Bank Aktiengesellschaft (NYSE:DB) are both large-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, earnings, risk, media sentiment, analyst recommendations and institutional ownership.

In the previous week, UBS Group had 15 more articles in the media than Deutsche Bank Aktiengesellschaft. MarketBeat recorded 20 mentions for UBS Group and 5 mentions for Deutsche Bank Aktiengesellschaft. Deutsche Bank Aktiengesellschaft's average media sentiment score of 1.13 beat UBS Group's score of 0.58 indicating that Deutsche Bank Aktiengesellschaft is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
UBS Group
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive
Deutsche Bank Aktiengesellschaft
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

27.9% of Deutsche Bank Aktiengesellschaft shares are held by institutional investors. 1.0% of UBS Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

UBS Group has higher revenue and earnings than Deutsche Bank Aktiengesellschaft. Deutsche Bank Aktiengesellschaft 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$76.12B2.20$7.77B$2.9418.27
Deutsche Bank Aktiengesellschaft$68.84B1.08$7.47B$3.7510.25

UBS Group has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market. Comparatively, Deutsche Bank Aktiengesellschaft has a beta of 0.94, suggesting that its stock price is 6% less volatile than the broader market.

UBS Group presently has a consensus target price of $60.30, suggesting a potential upside of 12.27%. Deutsche Bank Aktiengesellschaft has a consensus target price of $43.00, suggesting a potential upside of 11.90%. Given UBS Group's stronger consensus rating and higher possible upside, research analysts clearly believe UBS Group is more favorable than Deutsche Bank Aktiengesellschaft.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36
Deutsche Bank Aktiengesellschaft
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30

UBS Group has a net margin of 13.10% compared to Deutsche Bank Aktiengesellschaft's net margin of 11.53%. UBS Group's return on equity of 10.50% beat Deutsche Bank Aktiengesellschaft's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group13.10% 10.50% 0.57%
Deutsche Bank Aktiengesellschaft 11.53%8.46%0.47%

Summary

UBS Group beats Deutsche Bank Aktiengesellschaft on 13 of the 16 factors compared between the two stocks.

How does UBS Group compare to The Goldman Sachs Group?

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

The Goldman Sachs Group pays an annual dividend of $18.00 per share and has a dividend yield of 1.7%. UBS Group pays an annual dividend of $0.36 per share and has a dividend yield of 0.7%. The Goldman Sachs Group pays out 27.8% of its earnings in the form of a dividend. UBS Group pays out 12.2% 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. The Goldman Sachs Group has raised its dividend for 13 consecutive years and UBS Group has raised its dividend for 5 consecutive years. The Goldman Sachs Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

The Goldman Sachs Group presently has a consensus price target of $1,062.86, indicating a potential upside of 2.51%. UBS Group has a consensus price target of $60.30, indicating a potential upside of 12.27%. Given UBS Group's higher possible upside, analysts clearly believe UBS Group is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Goldman Sachs Group
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.54
UBS Group
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36

The Goldman Sachs Group has a net margin of 15.53% compared to UBS Group's net margin of 13.10%. The Goldman Sachs Group's return on equity of 19.16% beat UBS Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group15.53% 19.16% 1.07%
UBS Group 13.10%10.50%0.57%

The Goldman Sachs Group has higher revenue and earnings than UBS Group. The Goldman Sachs Group 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
The Goldman Sachs Group$125.10B2.41$17.18B$64.7916.00
UBS Group$76.12B2.20$7.77B$2.9418.27

In the previous week, The Goldman Sachs Group had 130 more articles in the media than UBS Group. MarketBeat recorded 150 mentions for The Goldman Sachs Group and 20 mentions for UBS Group. The Goldman Sachs Group's average media sentiment score of 1.05 beat UBS Group's score of 0.58 indicating that The Goldman Sachs Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
112 Very Positive mention(s)
15 Positive mention(s)
12 Neutral mention(s)
6 Negative mention(s)
5 Very Negative mention(s)
Positive
UBS Group
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

The Goldman Sachs Group has a beta of 1.3, indicating that its share price is 30% more volatile than the broader market. Comparatively, UBS Group has a beta of 1.18, indicating that its share price is 18% more volatile than the broader market.

71.2% of The Goldman Sachs Group shares are owned by institutional investors. 0.6% of The Goldman Sachs Group shares are owned by insiders. Comparatively, 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 stock is poised for long-term growth.

Summary

The Goldman Sachs Group beats UBS Group on 16 of the 20 factors compared between the two stocks.

How does UBS Group compare to Morgan Stanley?

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

In the previous week, Morgan Stanley had 131 more articles in the media than UBS Group. MarketBeat recorded 151 mentions for Morgan Stanley and 20 mentions for UBS Group. Morgan Stanley's average media sentiment score of 1.27 beat UBS Group's score of 0.58 indicating that Morgan Stanley is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
UBS Group
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive
Morgan Stanley
113 Very Positive mention(s)
12 Positive mention(s)
9 Neutral mention(s)
6 Negative mention(s)
11 Very Negative mention(s)
Positive

UBS Group has a beta of 1.18, indicating that its share price is 18% more volatile than the broader market. Comparatively, Morgan Stanley has a beta of 1.22, indicating that its share price is 22% more volatile than the broader market.

84.2% of Morgan Stanley shares are held by institutional investors. 1.0% of UBS Group shares are held by insiders. Comparatively, 0.2% of Morgan Stanley shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

UBS Group pays an annual dividend of $0.36 per share and has a dividend yield of 0.7%. Morgan Stanley pays an annual dividend of $4.60 per share and has a dividend yield of 2.1%. UBS Group pays out 12.2% of its earnings in the form of a dividend. Morgan Stanley pays out 37.2% 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 and Morgan Stanley has raised its dividend for 12 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

UBS Group currently has a consensus price target of $60.30, suggesting a potential upside of 12.27%. Morgan Stanley has a consensus price target of $224.75, suggesting a potential upside of 4.98%. Given UBS Group's higher possible upside, research analysts clearly believe UBS Group is more favorable than Morgan Stanley.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36
Morgan Stanley
1 Sell rating(s)
11 Hold rating(s)
12 Buy rating(s)
2 Strong Buy rating(s)
2.58

Morgan Stanley has a net margin of 15.65% compared to UBS Group's net margin of 13.10%. Morgan Stanley's return on equity of 19.31% beat UBS Group's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group13.10% 10.50% 0.57%
Morgan Stanley 15.65%19.31%1.33%

Morgan Stanley has higher revenue and earnings than UBS Group. Morgan Stanley 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$76.12B2.20$7.77B$2.9418.27
Morgan Stanley$119.66B2.82$16.86B$12.3717.31

Summary

Morgan Stanley beats UBS Group on 16 of the 20 factors compared between the two stocks.

How does UBS Group compare to Stifel Financial?

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

Stifel Financial has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, UBS Group has a beta of 1.18, meaning that its stock price is 18% more volatile than the broader market.

Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 1.7%. UBS Group pays an annual dividend of $0.36 per share and has a dividend yield of 0.7%. Stifel Financial pays out 24.3% of its earnings in the form of a dividend. UBS Group pays out 12.2% 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. Stifel Financial has raised its dividend for 9 consecutive years and UBS Group has raised its dividend for 5 consecutive years. Stifel Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

UBS Group has higher revenue and earnings than Stifel Financial. Stifel Financial 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
Stifel Financial$5.53B2.20$683.78M$5.5914.44
UBS Group$76.12B2.20$7.77B$2.9418.27

In the previous week, UBS Group had 5 more articles in the media than Stifel Financial. MarketBeat recorded 20 mentions for UBS Group and 15 mentions for Stifel Financial. Stifel Financial's average media sentiment score of 1.75 beat UBS Group's score of 0.58 indicating that Stifel Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Stifel Financial
15 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
UBS Group
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

Stifel Financial currently has a consensus target price of $91.90, suggesting a potential upside of 13.84%. UBS Group has a consensus target price of $60.30, suggesting a potential upside of 12.27%. Given Stifel Financial's stronger consensus rating and higher possible upside, equities research analysts plainly believe Stifel Financial is more favorable than UBS Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stifel Financial
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
UBS Group
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36

82.0% of Stifel Financial shares are held by institutional investors. 3.4% of Stifel Financial shares are held by company insiders. Comparatively, 1.0% of UBS Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Stifel Financial has a net margin of 16.11% compared to UBS Group's net margin of 13.10%. Stifel Financial's return on equity of 19.22% beat UBS Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Stifel Financial16.11% 19.22% 2.36%
UBS Group 13.10%10.50%0.57%

Summary

Stifel Financial beats UBS Group on 13 of the 20 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 GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$166.48B$5.67B$13.94B$24.29B
Dividend Yield0.67%7.39%5.89%3.70%
P/E Ratio18.2739.0229.6330.14
Price / Sales2.201,272.39520.7717.35
Price / Cash14.7448.3130.7119.80
Price / Book1.853.752.874.90
Net Income$7.77B$417.46M$1.31B$1.07B
7 Day Performance1.47%0.38%1.09%0.50%
1 Month Performance3.92%1.96%2.73%2.86%
1 Year Performance33.65%7.38%11.46%14.91%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
4.7126 of 5 stars
$53.71
+0.8%
$60.30
+12.3%
+33.1%$166.48B$76.12B18.27103,177
AEG
Aegon
3.349 of 5 stars
$9.45
flat
$10.00
+5.8%
+15.7%$18.96B$10.29BN/A15,304
DB
Deutsche Bank Aktiengesellschaft
4.6774 of 5 stars
$38.13
-1.1%
$43.00
+12.8%
+3.4%$74.81B$68.84B10.1789,879
GS
The Goldman Sachs Group
4.1321 of 5 stars
$1,050.79
+1.1%
$1,062.86
+1.1%
+39.8%$302.65B$125.10B16.2247,400
MS
Morgan Stanley
4.4422 of 5 stars
$218.63
+0.6%
$224.75
+2.8%
+44.7%$342.84B$119.66B17.6782,992

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This page (NYSE:UBS) was last updated on 8/25/2026 by MarketBeat.com Staff.
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