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UBS: UBS Group AG (STOCK)
Basic Info 47.01 0.66(1.38%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/17/2000 |
| Last Dividend Date: | 04/22/2026 |
| 12-Mo. Yield | 3.47% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 4.2 | 46.8 | 38.0 | 27.5 | 18.0 | 10.8 | 2.5 | 6.2 | 60.2 | 2.0 | 69.9 | 7.4 | 29.4 | 29.1 | 7.2 | -27.0 | 21.5 | -12.6 | 18.1 | -10.2 | 23.4 | 34.2 | -28.2 | 6.2 | 8.5 | -68.9 | -21.5 | 29.6 | 15.8 | 25.5 | 45.7 | -1.2 | -8.1 | 24.6 |
| Sharpe Ratio | NA | 0.26 | 1.71 | 1.28 | 0.83 | 0.53 | NA | NA | 0.13 | 1.93 | -0.06 | 2.19 | 0.15 | 1.32 | 0.58 | 0.28 | -1.27 | 1.13 | -0.35 | 0.8 | -0.23 | 0.92 | 0.96 | -0.56 | 0.17 | 0.12 | -0.72 | -0.9 | 1.2 | 0.89 | 1.39 | 1.68 | -0.06 | -0.36 | 1.33 |
| Draw Down(%) | NA | 26.1 | 26.1 | 27.0 | 32.5 | 58.2 | NA | NA | 89.1 | 27.0 | 14.7 | 17.9 | 32.5 | 12.0 | 43.0 | 21.3 | 38.7 | 11.9 | 31.8 | 21.0 | 27.1 | 16.4 | 31.9 | 47.2 | 29.9 | 51.9 | 81.7 | 34.0 | 20.1 | 11.9 | 16.6 | 26.7 | 31.8 | 31.8 | 20.6 |
| Standard Deviation(%) | NA | 29.2 | 25.9 | 27.2 | 30.3 | 30.5 | NA | NA | 38.2 | 29.9 | 25.0 | 30.6 | 39.0 | 22.4 | 49.3 | 20.6 | 22.4 | 18.6 | 36.4 | 22.6 | 43.7 | 25.3 | 35.7 | 50.1 | 36.8 | 71.9 | 97.1 | 27.6 | 22.0 | 15.2 | 17.6 | 26.7 | 37.1 | 29.4 | 28.6 |
| Treynor Ratio | NA | 0.05 | 0.35 | 0.34 | 0.24 | 0.15 | NA | NA | 0.04 | 0.59 | -0.02 | 0.53 | 0.06 | 0.33 | 0.25 | 0.06 | -0.34 | 0.16 | -0.08 | 0.24 | -0.08 | 0.16 | 0.18 | -0.18 | 0.04 | 0.04 | -0.38 | -0.19 | 0.18 | 0.16 | 0.27 | 0.43 | -0.02 | -0.14 | 0.82 |
| Alpha | NA | -0.06 | 0.05 | 0.06 | 0.06 | 0.02 | NA | NA | 0.0 | 0.14 | -0.06 | 0.11 | 0.13 | 0.03 | 0.04 | -0.07 | -0.1 | -0.02 | -0.11 | 0.07 | -0.07 | -0.07 | 0.02 | -0.11 | -0.06 | -0.09 | 0.0 | -0.11 | 0.03 | 0.04 | 0.05 | 0.04 | 0.11 | 0.01 | 0.17 |
| Beta | NA | 1.47 | 1.26 | 1.03 | 1.04 | 1.07 | NA | NA | 1.31 | 0.98 | 0.89 | 1.26 | 1.0 | 0.89 | 1.13 | 0.96 | 0.83 | 1.32 | 1.68 | 0.75 | 1.27 | 1.42 | 1.89 | 1.61 | 1.54 | 1.92 | 1.81 | 1.34 | 1.48 | 0.83 | 0.9 | 1.04 | 1.12 | 0.79 | 0.46 |
| RSquared | NA | 0.51 | 0.37 | 0.33 | 0.36 | 0.42 | NA | NA | 0.44 | 0.39 | 0.21 | 0.31 | 0.41 | 0.3 | 0.65 | 0.35 | 0.4 | 0.25 | 0.4 | 0.26 | 0.11 | 0.41 | 0.47 | 0.62 | 0.61 | 0.56 | 0.57 | 0.6 | 0.51 | 0.33 | 0.34 | 0.41 | 0.56 | 0.35 | 0.13 |
| Yield(%) | N/A | 2.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 3.5 | 2.9 | 2.8 | 2.6 | 11.3 | 5.5 | 7.0 | 3.7 | 6.4 | 4.7 | 1.5 | 1.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 3.0 | 2.5 | 2.0 | 1.9 | 2.9 | 2.7 | 0.1 | 0.3 |
| Dividend Growth(%) | N/A | -18.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 29.0 | 90.9 | 10.0 | 35.1 | -74.7 | 112.0 | -47.0 | 116.7 | -50.7 | 52.7 | 182.6 | 76.2 | 47.8 | N/A | N/A | N/A | N/A | -100.0 | 45.2 | 52.6 | 26.7 | -10.5 | 8.4 | 2552.2 | -64.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/16/2000
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| 1. UBS SAVINGS AND INVESTMENT PLAN | (0%) |
| 2. UBS 401K Plus Plan | (58%) |
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