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UBS Group (UBS) Competitors

UBS Group logo
$34.85 +0.08 (+0.24%)
As of 07/3/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

UBS vs. AEG, AMP, BK, C, DB, EQH, IVZ, MS, PRU, and SF

Should you be buying UBS Group stock or one of its competitors? The main competitors of UBS Group include Aegon (AEG), Ameriprise Financial (AMP), Bank of New York Mellon (BK), Citigroup (C), Deutsche Bank Aktiengesellschaft (DB), Equitable (EQH), Invesco (IVZ), Morgan Stanley (MS), Prudential Financial (PRU), and Stifel Financial (SF). These companies are all part of the "finance" sector.

UBS Group vs. Its Competitors

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 companies based on the strength of their profitability, dividends, institutional ownership, valuation, earnings, media sentiment, analyst recommendations and risk.

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$84.56B1.32$5.09B$1.5123.10
Aegon$10.65B1.51$744.48M$0.967.58

UBS Group has a net margin of 7.13% compared to Aegon's net margin of 0.00%. UBS Group's return on equity of 5.82% beat Aegon's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group7.13% 5.82% 0.32%
Aegon N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
2 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.45
Aegon
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.25

UBS Group has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, Aegon has a beta of 0.91, meaning that its share price is 9% less volatile than the S&P 500.

In the previous week, UBS Group had 53 more articles in the media than Aegon. MarketBeat recorded 66 mentions for UBS Group and 13 mentions for Aegon. UBS Group's average media sentiment score of 0.57 beat Aegon's score of -0.01 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
15 Very Positive mention(s)
15 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive
Aegon
1 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

4.3% of Aegon shares are held by institutional investors. 1.0% of UBS Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

UBS Group beats Aegon on 12 of the 15 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 GroupBANKS IndustryFinance SectorNYSE Exchange
Market Cap$111.49B$66.10B$12.04B$20.55B
Dividend YieldN/A3.99%5.57%3.75%
P/E Ratio23.108.9520.0728.05
Price / Sales1.321.9625.6045.87
Price / Cash12.559.4721.5022.31
Price / Book1.311.362.284.59
Net Income$5.09B$6.85B$1.00B$985.44M
7 Day Performance4.32%1.12%2.19%2.78%
1 Month Performance6.21%4.11%4.44%5.40%
1 Year Performance14.96%41.27%540.82%14.61%

UBS Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UBS
UBS Group
3.5587 of 5 stars
$34.88
+0.3%
N/A+15.0%$111.49B$84.56B23.10108,648Trending News
AEG
Aegon
4.6105 of 5 stars
$7.24
flat
N/A+15.1%$15.96B$10.65B7.5423,123
AMP
Ameriprise Financial
4.6135 of 5 stars
$534.26
+1.2%
$519.00
-2.9%
+25.1%$50.87B$17.26B18.1513,500Positive News
Analyst Forecast
BK
Bank of New York Mellon
4.6045 of 5 stars
$91.06
-0.1%
$91.85
+0.9%
+52.0%$65.15B$18.51B14.8351,700Positive News
Analyst Forecast
C
Citigroup
4.952 of 5 stars
$85.14
+0.9%
$84.03
-1.3%
+37.6%$159.02B$170.76B13.45239,000Trending News
Analyst Forecast
DB
Deutsche Bank Aktiengesellschaft
2.8641 of 5 stars
$29.27
-3.7%
N/A+71.4%$58.31B$71.84B17.4283,000Trending News
EQH
Equitable
4.5416 of 5 stars
$56.11
+0.3%
$62.64
+11.6%
+35.6%$17.05B$12.44B15.258,000
IVZ
Invesco
4.7501 of 5 stars
$15.80
+0.6%
$17.42
+10.2%
+11.3%$7.07B$6.07B12.648,500News Coverage
Analyst Forecast
MS
Morgan Stanley
4.7607 of 5 stars
$141.08
+0.3%
$133.62
-5.3%
+44.3%$226.34B$107.29B16.5680,000Trending News
Buyback Announcement
PRU
Prudential Financial
4.8056 of 5 stars
$107.43
+0.3%
$120.15
+11.8%
-7.5%$38.03B$68.05B17.0339,900Positive News
SF
Stifel Financial
4.4657 of 5 stars
$103.98
+0.3%
$105.50
+1.5%
+30.9%$10.68B$4.97B19.889,000Positive News

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This page (NYSE:UBS) was last updated on 7/4/2025 by MarketBeat.com Staff
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