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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-11), UBS Group AG's 3-1 Month Momentum % is 20.07%.
The industry rank for UBS Group AG's 3-1 Month Momentum % or its related term are showing as below:
XSWX:UBSG's 3-1 Month Momentum % is ranked better than 93.82% of 1587
companies
in the Banks industry
Industry Median: 3.22
vs XSWX:UBSG: 20.07
UBS Group AG (XSWX:UBSG) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
UBS Group AG 3-1 Month Momentum % Related Terms
XSWX:UBSG vs JPM, BAC, WFC: 3-1 Month Momentum % Comparison
For the Banks - Diversified subindustry, UBS Group AG's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
UBS Group AG 3-1 Month Momentum % vs Banks Industry
For the Banks industry and Financial Services sector, UBS Group AG's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where UBS Group AG's 3-1 Month Momentum % falls into.
UBS Group AG (XSWX:UBSG) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
UBS Group AG (XSWX:UBSG) has a 3-1 Month Momentum % of 20.07% as of Aug. 11, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on UBS Group AG and its competitors. According to the industry distribution chart, UBS Group AG ranks #98 out of 1587 companies in the Banks industry, placing it in the top 6.2%.
Is UBS Group AG's 3-1 Month Momentum % too high?
UBS Group AG's current 3-1 Month Momentum % is 20.07%. The Banks industry median 3-1 Month Momentum % is 3.22. UBS Group AG's value of 20.07% is 523.3% above this industry median. Based on the distribution chart, UBS Group AG ranks #98 out of 1587 companies in the Banks industry, which is in the top quartile — a strong position relative to peers. Overall, UBS Group AG has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does UBS Group AG's 3-1 Month Momentum % compare to JPM and BAC?
According to the Banks industry distribution chart, UBS Group AG ranks #98 out of 1587 companies for 3-1 Month Momentum %. This places UBS Group AG in the top 6% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 3.22. UBS Group AG's value of 20.07% is 523.3% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Banks company?
The median 3-1 Month Momentum % among Banks companies is 3.22, based on 1,587 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. UBS Group AG's current 3-1 Month Momentum % of 20.07% is 523.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on UBS Group AG and its competitors. For the Banks industry, the median 3-1 Month Momentum % is 3.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. UBS Group AG's current 3-1 Month Momentum % is 20.07%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is UBS Group AG stock overvalued right now?
Based on GuruFocus' analysis, UBS Group AG (XSWX:UBSG) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF20.89, compared to a current price of CHF43.83 — trading 109.8% above its estimated fair value. The current 3-1 Month Momentum % is 20.07% and 523.3% above the Banks industry median of 3.22. UBS Group AG's overall GF Score™ is 60/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For UBS Group AG (XSWX:UBSG), the current 3-1 Month Momentum % is 20.07% as of Aug. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is UBS Group AG (XSWX:UBSG) Overvalued in 2026?
Based on GuruFocus' analysis, UBS Group AG stock appears to be overvalued.
The current stock price of CHF43.83 is trading 109.8% above its estimated GF Value™ of CHF20.89.
GuruFocus considers UBS Group AG to be Significantly Overvalued.
Key valuation signals for XSWX:UBSG:
3-1 Month Momentum %: 20.07%
GF Value™: CHF20.89 vs. price of CHF43.83 (109.8% above fair value)
Industry Position: 523.3% above the Banks median (#98 of 1587)
No single metric tells the full story. See the XSWX:UBSG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
UBS is a global financial institution built around its core strength in wealth management, serving high and ultra-high-net-worth individuals. In Switzerland, it also operates as a traditional retail and commercial bank. Its investment bank and asset management divisions complement the wealth business, providing tailored solutions to UBS clients while serving third-party customers by leveraging UBS' global reach and expertise.
60GF Score
Get the complete analysis for XSWX:UBSG
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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