UBS Group (Brazil) Performance

UBSG34 Stock  BRL 185.00  4.00  2.21%   
UBS Group has a performance score of 6 on a scale of 0 to 100. The firm has a beta of -0.0355, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning UBS Group are expected to decrease at a much lower rate. During the bear market, UBS Group is likely to outperform the market. UBS Group AG currently has a risk of 1.31%. Please validate UBS Group treynor ratio, value at risk, downside variance, as well as the relationship between the maximum drawdown and potential upside , to decide if UBS Group will be following its existing price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in UBS Group AG are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, UBS Group may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Begin Period Cash Flow173.5 B
Total Cashflows From Investing Activities-2.1 B
  

UBS Group Relative Risk vs. Return Landscape

If you would invest  17,373  in UBS Group AG on August 31, 2024 and sell it today you would earn a total of  1,127  from holding UBS Group AG or generate 6.49% return on investment over 90 days. UBS Group AG is generating 0.1099% of daily returns and assumes 1.3088% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than UBS, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon UBS Group is expected to generate 1.3 times less return on investment than the market. In addition to that, the company is 1.75 times more volatile than its market benchmark. It trades about 0.08 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.19 per unit of volatility.

UBS Group Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for UBS Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UBS Group AG, and traders can use it to determine the average amount a UBS Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0839

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Estimated Market Risk

 1.31
  actual daily
11
89% of assets are more volatile

Expected Return

 0.11
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.08
  actual daily
6
94% of assets perform better
Based on monthly moving average UBS Group is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UBS Group by adding it to a well-diversified portfolio.

UBS Group Fundamentals Growth

UBS Stock prices reflect investors' perceptions of the future prospects and financial health of UBS Group, and UBS Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UBS Stock performance.

About UBS Group Performance

By analyzing UBS Group's fundamental ratios, stakeholders can gain valuable insights into UBS Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UBS Group has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if UBS Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
UBS Group AG, together with its subsidiaries, provides financial advice and solutions worldwide. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland. UBS GROUP operates under Banks - Global classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 66922 people.

Things to note about UBS Group AG performance evaluation

Checking the ongoing alerts about UBS Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UBS Group AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating UBS Group's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UBS Group's stock performance include:
  • Analyzing UBS Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UBS Group's stock is overvalued or undervalued compared to its peers.
  • Examining UBS Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating UBS Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UBS Group's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of UBS Group's stock. These opinions can provide insight into UBS Group's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating UBS Group's stock performance is not an exact science, and many factors can impact UBS Group's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for UBS Stock analysis

When running UBS Group's price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
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