UBS AG (UBS)$46.96
Market Cap: 98.09 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for UBS AG (UBS).
FINANCIAL
BANKS - DIVERSIFIED
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
N/A
ROIC, N/A FCF margin
Growth
N/A
5Y sales (revenue) CAGR
Balance sheet
N/A
Debt/equity, N/A current ratio
Superinvestors
3
Top: Richard Pzena (2.6%)
Strengths to research
No strong positive screening signals were detected from the checked-in dataset.
Watchouts
- Full metrics are not available yet for this ticker.
Annual data: 0 periods
Quarterly data: 6 periods
Stock snapshot: May 24, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for UBS.
Grade F
0
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| UBS Target | UBS AG | $98.1B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| ICE | Intercontinental Exchange Inc. | $100.0B | 26.5x | 23.1x | 11.5% | 8.9% | 33.9% | N/A | -0.2x | N/A |
| CME | CME Group | $101.8B | 26.1x | 23.2x | 14.2% | 6.0% | 64.3% | N/A | -1.0x | N/A |
| KKR | KKR & Co. L.P. | $105.9B | N/A | 185.8x | 7.7% | 57.5% | 2.5% | N/A | N/A | N/A |
| BAM | Brookfield Asset Management | $88.3B | N/A | 41.3x | 26.9% | N/A | 53.3% | N/A | N/A | N/A |
| MCO | Moody's Corp. | $83.6B | 32.9x | 34.3x | 22.3% | 7.5% | 33.4% | N/A | 1.4x | N/A |
| CB | Chubb Limited | $115.3B | 12.8x | 10.0x | 11.5% | 10.5% | 21.6% | N/A | N/A | N/A |
| BN | Brookfield Corp. | $81.9B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| IBN | ICICI Bank Ltd. | $121.7B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for UBS (annual).
3 superinvestors own UBS
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | 33,644,642 | $1.3B | 0.72% | 0.0% |
| Richard Pzena Hancock Classic Value | 26,544,355 | $816M | 2.65% | 0.0% |
| Samantha McLemore Patient Capital Management | 1,241,955 | $49M | 1.81% | 0.0% |