UBS Group AG (XSWX:UBSG) Shareholder Yield % : 25.41% (As of Mar. 2026)


XSWX:UBSG UBS Group AG XSWX:UBSG
65 GF Score
Price CHF41.19
GF Value CHF29.80
Valuation Significantly Overvalued
! 5 Warning Signs
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What is UBS Group AG Shareholder Yield %?

UBS Group AG XSWX:UBSG +0.34% 65 Shareholder Yield % is 25.41% as of Mar. 2026. GuruFocus rates XSWX:UBSG with a GF Score™ of 65/100 and a GF Value™ of CHF29.80 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,502 Banks companies, UBS Group AG ranks better than 90.95% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, UBS Group AG's Shareholder Yield % was 25.41%.


UBS Group AG  (XSWX:UBSG) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


UBS Group AG Shareholder Yield % Related Terms


UBS Group AG Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for UBS Group AG's Shareholder Yield % can be seen below:

* 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 Shareholder Yield % Chart

UBS Group AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -30.08 37.25 -121.35 -10.72 28.75

UBS Group AG Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 33.06 38.81 32.18 28.75 35.37

XSWX:UBSG vs JPM, BAC, WFC: Shareholder Yield % Comparison

For the Banks - Diversified subindustry, UBS Group AG's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % 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 Shareholder Yield % vs Banks Industry

For the Banks industry and Financial Services sector, UBS Group AG's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where UBS Group AG's Shareholder Yield % falls into.


XSWX:UBSG
65GF Score
UBS Group AG XSWX:UBSG
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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UBS Group AG Shareholder Yield % Calculation

UBS Group AG's Shareholder Yield % for the quarter that ended in Mar. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=2.38 %+3.12 %+29.87 %
=35.37 %

* 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.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 25.41% mean?
UBS Group AG (XSWX:UBSG) has a Shareholder Yield % of 25.41% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on UBS Group AG and its competitors. According to the industry distribution chart, UBS Group AG ranks #136 out of 1502 companies in the Banks industry, placing it in the top 9.1%.
Is UBS Group AG's Shareholder Yield % too high?
UBS Group AG's current Shareholder Yield % is 25.41%. The Banks industry median Shareholder Yield % is 1.56. UBS Group AG's value of 25.41% is 1534.1% above this industry median. Based on the distribution chart, UBS Group AG ranks #136 out of 1502 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 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does UBS Group AG's Shareholder Yield % compare to JPM and BAC?
According to the Banks industry distribution chart, UBS Group AG ranks #136 out of 1502 companies for Shareholder Yield %. This places UBS Group AG in the top 9% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 1.56. UBS Group AG's value of 25.41% is 1534.1% 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 Shareholder Yield % for a Banks company?
The median Shareholder Yield % among Banks companies is 1.56, based on 1,502 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. UBS Group AG's current Shareholder Yield % of 25.41% is 1534.1% 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 Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on UBS Group AG and its competitors. For the Banks industry, the median Shareholder Yield % is 1.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. UBS Group AG's current Shareholder Yield % is 25.41%. 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 CHF29.80, compared to a current price of CHF41.19 — trading 38.2% above its estimated fair value. The current Shareholder Yield % is 25.41% and 1534.1% above the Banks industry median of 1.56. UBS Group AG's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For UBS Group AG (XSWX:UBSG), the current Shareholder Yield % is 25.41% as of Mar. 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 CHF41.19 is trading 38.2% above its estimated GF Value™ of CHF29.80. GuruFocus considers UBS Group AG to be Significantly Overvalued.

Key valuation signals for XSWX:UBSG:

  • Shareholder Yield %: 25.41%
  • GF Value™: CHF29.80 vs. price of CHF41.19 (38.2% above fair value)
  • GF Score™: 65/100 with 5 warning signs
  • Industry Position: 1534.1% above the Banks median (#136 of 1502)

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 Group AG Business Description

Address Bahnhofstrasse 45, Zurich, CHE, CH-8001
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.
65GF Score

Get the complete analysis for XSWX:UBSG

Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF41.19
Price
CHF29.80
GF Value