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UBS Group (UBS) Competitors

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$35.96 +0.55 (+1.55%)
Closing price 03:59 PM Eastern
Extended Trading
$35.97 +0.01 (+0.02%)
As of 06:11 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

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

In the previous week, UBS Group had 125 more articles in the media than Aegon. MarketBeat recorded 131 mentions for UBS Group and 6 mentions for Aegon. UBS Group's average media sentiment score of 0.51 beat Aegon's score of 0.01 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
28 Very Positive mention(s)
21 Positive mention(s)
67 Neutral mention(s)
12 Negative mention(s)
3 Very Negative mention(s)
Positive
Aegon
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

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, hedge funds and large money managers believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.45
Aegon
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.25

UBS Group has a net margin of 7.13% compared to Aegon's net margin of 0.00%. UBS Group's return on equity of 5.82% beat Aegon's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group7.13% 5.82% 0.32%
Aegon N/A N/A N/A

UBS Group has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, Aegon has a beta of 0.91, meaning that its share price is 9% less volatile than the S&P 500.

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$84.56B1.36$5.09B$1.5123.81
Aegon$10.65B1.45$744.48M$0.967.30

Summary

UBS Group beats Aegon on 12 of the 15 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$115.30B$67.53B$12.08B$20.65B
Dividend YieldN/A3.71%5.55%3.65%
P/E Ratio23.818.8319.1027.29
Price / Sales1.364.3126.5753.19
Price / Cash12.889.3521.6222.28
Price / Book1.351.332.304.60
Net Income$5.09B$6.73B$997.60M$995.22M
7 Day Performance0.41%-1.82%-0.13%-0.80%
1 Month Performance12.29%1.06%3.56%3.55%
1 Year Performance14.44%37.53%540.86%7.35%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
3.6121 of 5 stars
$35.96
+1.5%
N/A+13.9%$115.30B$84.56B23.81108,648Trending News
AEG
Aegon
4.5298 of 5 stars
$7.09
-2.6%
N/A+10.2%$15.63B$10.65B7.3923,123
AMP
Ameriprise Financial
4.0792 of 5 stars
$536.13
-1.3%
$517.86
-3.4%
+17.4%$51.05B$17.47B18.2213,600Analyst Downgrade
BK
Bank of New York Mellon
4.8436 of 5 stars
$93.23
+0.9%
$92.08
-1.2%
+44.6%$66.70B$39.91B15.1851,800Trending News
Earnings Report
Dividend Increase
Analyst Forecast
DB
Deutsche Bank Aktiengesellschaft
2.8991 of 5 stars
$28.90
-1.2%
N/A+77.4%$57.57B$30.82B17.2089,753Trending News
Upcoming Earnings
EQH
Equitable
4.4123 of 5 stars
$54.62
-1.9%
$62.64
+14.7%
+20.8%$16.60B$12.44B14.848,000Positive News
Analyst Forecast
GS
The Goldman Sachs Group
4.8285 of 5 stars
$710.58
-1.8%
$603.73
-15.0%
+42.7%$218.03B$126.85B16.4946,500Trending News
Earnings Report
Analyst Forecast
IVZ
Invesco
4.7178 of 5 stars
$16.72
-0.1%
$17.48
+4.6%
+3.2%$7.48B$6.07B13.388,500News Coverage
Upcoming Earnings
Analyst Forecast
MS
Morgan Stanley
4.753 of 5 stars
$143.76
-0.3%
$133.62
-7.1%
+34.5%$230.64B$59.92B16.8780,000Trending News
Earnings Report
PRU
Prudential Financial
4.9296 of 5 stars
$106.48
-2.4%
$121.15
+13.8%
-18.0%$37.69B$68.05B16.8738,196Analyst Forecast
SF
Stifel Financial
3.8623 of 5 stars
$107.54
-1.5%
$106.75
-0.7%
+25.5%$11.05B$4.97B20.569,000Positive News
Upcoming Earnings
Analyst Upgrade

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This page (NYSE:UBS) was last updated on 7/16/2025 by MarketBeat.com Staff
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