UBS

UBS GroupB

NYSE / Financial Services

At close

2026-07-18

Current thesis

Bull case: Re-accelerating net new money in wealth management, sustained trading and fee strength, and explicit capital-return actions (buybacks/dividends) lead to multiple expansion and a move toward the bull target (60.0). Clear management guidance on capital allocation and successful integration cost saves would validate a higher valuation.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.1.

What can break

Delayed/reduced capital returns (buybacks/dividends) that cap upside

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $48.03 · Bull $60.00 · Bear $36.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-01-28 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $51.27

Why

Momentum78 · Δ7d +1.3

Value53 · Δ7d +0.1

Sentiment47 · Δ7d -4.0

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

+1.3

Δ21d

-3.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.1

Δ21d

+0.4

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-4.0

Δ21d

-8.3

Why this grade

Composite grade B. Momentum 78.3 / Value 53.1 / Sentiment 47.2

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$159.48B

Beta

1.16

Shares Out

3.04B

P/E (TTM)

21.7

P/S (TTM)

3.11

P/FCF (TTM)

78.24

Rev YoY

+3.7%

EPS YoY

+84.5%

Gross Margin

Op Margin

+15.9%

Net Debt

$170.31B

Current Ratio

0.75

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology