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UBS Group (UBS) Competitors

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$52.96 -1.63 (-2.98%)
Closing price 09/14/2026 03:59 PM Eastern
Extended Trading
$51.59 -1.37 (-2.59%)
As of 07:08 AM Eastern
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UBS vs. CSQ, AEG, C, DB, and GS

Should you buy UBS Group stock or one of its competitors? UBS Group's main competitors and comparable companies include Calamos Strategic Total Return Fund (CSQ), Aegon (AEG), Citigroup (C), Deutsche Bank Aktiengesellschaft (DB), and The Goldman Sachs Group (GS). 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 Calamos Strategic Total Return Fund?

UBS Group (NYSE:UBS) and Calamos Strategic Total Return Fund (NASDAQ:CSQ) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, media sentiment, valuation, profitability and risk.

UBS Group has a net margin of 13.10% compared to Calamos Strategic Total Return Fund's net margin of 0.00%. UBS Group's return on equity of 10.50% beat Calamos Strategic Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group13.10% 10.50% 0.57%
Calamos Strategic Total Return Fund N/A N/A N/A

UBS Group currently has a consensus price target of $60.30, indicating a potential upside of 13.87%. Given UBS Group's stronger consensus rating and higher probable upside, analysts plainly believe UBS Group is more favorable than Calamos Strategic Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
Calamos Strategic Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, UBS Group had 18 more articles in the media than Calamos Strategic Total Return Fund. MarketBeat recorded 21 mentions for UBS Group and 3 mentions for Calamos Strategic Total Return Fund. UBS Group's average media sentiment score of 0.59 beat Calamos Strategic Total Return Fund's score of 0.54 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
6 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Calamos Strategic Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

UBS Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. Calamos Strategic Total Return Fund pays an annual dividend of $1.55 per share and has a dividend yield of 7.6%. UBS Group pays out 11.9% of its earnings in the form of a dividend. UBS Group has increased its dividend for 5 consecutive years.

UBS Group has higher revenue and earnings than Calamos Strategic Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
UBS Group$50.90B3.25$7.77B$2.9418.01
Calamos Strategic Total Return Fund$1.06BN/AN/AN/AN/A

Summary

UBS Group beats Calamos Strategic Total Return Fund on 10 of the 12 factors compared between the two stocks.

How does UBS Group compare to Aegon?

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

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
UBS Group13.10% 10.50% 0.57%
Aegon N/A N/A N/A

UBS Group currently has a consensus price target of $60.30, suggesting a potential upside of 13.87%. Aegon has a consensus price target of $10.00, suggesting a potential upside of 10.56%. Given UBS Group's higher probable upside, equities research analysts plainly believe UBS Group is more favorable than Aegon.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
Aegon
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

UBS Group has a beta of 1.19, meaning that its stock price is 19% more volatile than the broader market. Comparatively, Aegon has a beta of 0.81, meaning that its stock price is 19% less volatile than the broader market.

In the previous week, UBS Group had 16 more articles in the media than Aegon. MarketBeat recorded 21 mentions for UBS Group and 5 mentions for Aegon. UBS Group's average media sentiment score of 0.59 beat Aegon's score of 0.27 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
6 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Aegon
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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$50.90B3.25$7.77B$2.9418.01
Aegon$10.29B1.76$1.11B-$0.16N/A

UBS Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. Aegon pays an annual dividend of $0.41 per share and has a dividend yield of 4.5%. UBS Group pays out 11.9% of its earnings in the form of a dividend. Aegon pays out -256.3% 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 increased its dividend for 5 consecutive years. Aegon is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

UBS Group beats Aegon on 15 of the 19 factors compared between the two stocks.

How does UBS Group compare to Citigroup?

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

UBS Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. Citigroup pays an annual dividend of $2.68 per share and has a dividend yield of 2.0%. UBS Group pays out 11.9% of its earnings in the form of a dividend. Citigroup pays out 28.9% 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 increased its dividend for 5 consecutive years and Citigroup has increased its dividend for 2 consecutive years.

In the previous week, Citigroup had 71 more articles in the media than UBS Group. MarketBeat recorded 92 mentions for Citigroup and 21 mentions for UBS Group. Citigroup's average media sentiment score of 0.67 beat UBS Group's score of 0.59 indicating that Citigroup is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
UBS Group
6 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Citigroup
43 Very Positive mention(s)
14 Positive mention(s)
14 Neutral mention(s)
11 Negative mention(s)
10 Very Negative mention(s)
Positive

Citigroup has higher revenue and earnings than UBS Group. Citigroup 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$50.90B3.25$7.77B$2.9418.01
Citigroup$91.38B2.54$14.31B$9.2614.72

71.7% of Citigroup shares are owned by institutional investors. 1.0% of UBS Group shares are owned by insiders. Comparatively, 0.1% of Citigroup shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

UBS Group has a beta of 1.19, indicating that its stock price is 19% more volatile than the broader market. Comparatively, Citigroup has a beta of 1.12, indicating that its stock price is 12% more volatile than the broader market.

UBS Group currently has a consensus target price of $60.30, indicating a potential upside of 13.87%. Citigroup has a consensus target price of $145.22, indicating a potential upside of 6.56%. Given UBS Group's higher probable upside, equities analysts plainly believe UBS Group is more favorable than Citigroup.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
Citigroup
0 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
2.89

UBS Group has a net margin of 13.10% compared to Citigroup's net margin of 10.23%. UBS Group's return on equity of 10.50% beat Citigroup's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group13.10% 10.50% 0.57%
Citigroup 10.23%10.15%0.72%

Summary

Citigroup beats UBS Group on 11 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 better stock? We will compare the two companies based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, media sentiment, dividends, earnings and risk.

In the previous week, UBS Group had 9 more articles in the media than Deutsche Bank Aktiengesellschaft. MarketBeat recorded 21 mentions for UBS Group and 12 mentions for Deutsche Bank Aktiengesellschaft. UBS Group's average media sentiment score of 0.59 beat Deutsche Bank Aktiengesellschaft's score of 0.37 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
6 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Deutsche Bank Aktiengesellschaft
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Neutral

UBS Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. Deutsche Bank Aktiengesellschaft pays an annual dividend of $0.2110 per share and has a dividend yield of 0.5%. UBS Group pays out 11.9% of its earnings in the form of a dividend. Deutsche Bank Aktiengesellschaft pays out 5.6% 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 increased its dividend for 5 consecutive years and Deutsche Bank Aktiengesellschaft has increased its dividend for 4 consecutive years. UBS Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

27.9% of Deutsche Bank Aktiengesellschaft shares are held by institutional investors. 1.0% of UBS Group shares are held by 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 a beta of 1.19, indicating that its stock price is 19% more volatile than the broader market. Comparatively, Deutsche Bank Aktiengesellschaft has a beta of 0.96, indicating that its stock price is 4% less volatile than the broader market.

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$50.90B3.25$7.77B$2.9418.01
Deutsche Bank Aktiengesellschaft$32.87B2.32$7.47B$3.7510.49

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%

UBS Group currently has a consensus price target of $60.30, indicating a potential upside of 13.87%. Deutsche Bank Aktiengesellschaft has a consensus price target of $43.00, indicating a potential upside of 9.27%. Given UBS Group's higher possible upside, equities 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)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
Deutsche Bank Aktiengesellschaft
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50

Summary

UBS Group beats Deutsche Bank Aktiengesellschaft on 14 of the 19 factors compared between the two stocks.

How does UBS Group compare to The Goldman Sachs Group?

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

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
UBS Group13.10% 10.50% 0.57%
The Goldman Sachs Group 15.53%19.16%1.07%

71.2% of The Goldman Sachs Group shares are owned by institutional investors. 1.0% of UBS Group shares are owned by insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned by 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 pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. The Goldman Sachs Group pays an annual dividend of $20.00 per share and has a dividend yield of 2.0%. UBS Group pays out 11.9% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 30.9% 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 The Goldman Sachs Group has raised its dividend for 13 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 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
UBS Group$50.90B3.25$7.77B$2.9418.01
The Goldman Sachs Group$66.20B4.34$17.18B$64.7915.25

UBS Group presently has a consensus target price of $60.30, suggesting a potential upside of 13.87%. The Goldman Sachs Group has a consensus target price of $1,062.86, suggesting a potential upside of 7.59%. 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
UBS Group
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
The Goldman Sachs Group
1 Sell rating(s)
12 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.50

In the previous week, The Goldman Sachs Group had 50 more articles in the media than UBS Group. MarketBeat recorded 71 mentions for The Goldman Sachs Group and 21 mentions for UBS Group. UBS Group's average media sentiment score of 0.59 beat The Goldman Sachs Group's score of 0.54 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
6 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
The Goldman Sachs Group
30 Very Positive mention(s)
23 Positive mention(s)
11 Neutral mention(s)
4 Negative mention(s)
3 Very Negative mention(s)
Positive

UBS Group has a beta of 1.19, indicating that its share price is 19% more volatile than the broader market. Comparatively, The Goldman Sachs Group has a beta of 1.29, indicating that its share price is 29% more volatile than the broader market.

Summary

The Goldman Sachs Group beats UBS Group on 15 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$170.51B$5.53B$14.09B$23.36B
Dividend Yield0.65%7.50%5.95%3.58%
P/E Ratio18.0130.2825.5428.59
Price / Sales3.251,235.93512.9997.84
Price / Cash15.0947.9230.3019.47
Price / Book1.833.532.754.75
Net Income$7.77B$417.39M$1.32B$1.07B
7 Day Performance-3.90%-1.06%-0.63%-1.75%
1 Month Performance-1.27%-2.10%-0.37%-3.64%
1 Year Performance27.36%4.25%9.98%9.37%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
4.6022 of 5 stars
$52.96
-3.0%
$60.30
+13.9%
+30.0%$170.51B$50.90B18.01103,177
CSQ
Calamos Strategic Total Return Fund
N/A$21.09
flat
N/A+6.7%$0.00$1.06BN/AN/A
AEG
Aegon
2.7322 of 5 stars
$9.14
flat
$10.00
+9.4%
+16.8%$18.34B$10.29BN/A15,304
C
Citigroup
4.8684 of 5 stars
$137.80
+0.1%
$145.22
+5.4%
+37.0%$234.89B$168.30B14.88226,000
DB
Deutsche Bank Aktiengesellschaft
4.7575 of 5 stars
$41.31
0.0%
$43.00
+4.1%
+5.9%$80.18B$68.84B11.0289,879

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This page (NYSE:UBS) was last updated on 9/15/2026 by MarketBeat.com Staff.
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