UBS Group AG(UBS)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $36.30 – $55.98
- YTD
- +5.20%
- IV Rank (30D)
- 51.13
- Straddle Price
- $2.75
- P/C Vol Ratio
- 0.77
- Market Cap
- $148.4B
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 1.15 |
| Cost of Equity (CAPM) | 11.26% (VRP-adj) |
| WACC | 5.09% |
| Volatility Risk Premium | +30.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 3.63 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $52.97 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $52.81 |
| Bollinger Width / SMA20 | 36.2% (drives anchor stability) |
| Net Debt | $99.0B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $13.71 | 52% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | n/a | 0% | |
| Peer P/S | n/a | 0% | |
| Market Anchor (SMA50) | $52.97 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $50.17 | 48% | 15 strikes · skew +1.12 |
- Exchange
- XNYS
- Market Cap
- $148.4B
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.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +3.91% | 6 |
| Feb | -2.47% | 6 |
| Mar | +0.25% | 6 |
| Apr | -3.23% | 6 |
| May | +7.69% | 6 |
| Jun | -1.94% | 6 |
| Jul | +7.26% | 6 |
| Aug | +4.59% | 6 |
| Sep | -2.96% | 6 |
| Oct | +3.16% | 5 |
| Nov | +6.26% | 5 |
| Dec | +5.66% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
- Overall Assessment: BULLISH (confidence level: 7/10)
- Key Drivers:
- Technical momentum signals, including MACD and RSI
- Positive news sentiment from recent headlines
- Primary Risks:
- Overbought conditions based on RSI
- Potential for a pullback due to the current volatility regime
- Investment Thesis: The stock is likely to continue its upward trend due to strong technical momentum and positive news sentiment, but investors should be cautious of potential pullbacks.
- Recent News Sentiment Impact: Positive news headlines have contributed to the stock's upward movement.
Technical Analysis
- Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Bullish
- Support/Resistance Levels:
- Key price levels: $54.13 (SMA 20), $52.92 (SMA 50)
- Upper Bollinger Band: $55.75
- Momentum Signals:
- RSI interpretation: Neutral (60.68)
- MACD signal: Bullish (0.72 / Signal: 0.08 / Histogram: 0.64)
- Bollinger Bands position: Neutral (price touching the upper band)
- Volume Analysis:
- Volume SMA 20: 1570288.13
- On-Balance Volume (OBV): 122015079.50
- Volume Rate of Change: -0.33%
News & Sentiment Analysis
- Recent Headlines Summary:
- Neutral sentiment from news headlines, with no significant positive or negative news impacting the stock's price.
- Sentiment Assessment: Neutral (no strong bullish or bearish sentiment)
- Catalyst Identification:
- No specific catalyst identified, but ongoing market trends and investor sentiment are driving the stock's movement.
- Market Narrative: The current market narrative is focused on technical momentum and investor sentiment, with no significant news-driven events impacting the stock's price.
Risk & Volatility Assessment
- Beta Interpretation: High-risk (beta >1.18)
- Volatility Regime: Above average volatility
- Options Market Signals:
- IV Rank: 4.9% (Low - shows if volatility is historically high/low)
- Current IV: 41.9%
- Expected Move: $3.70 (42 DTE), 7-DTE: $2.02
- Downside Protection: Support levels at $54.13 and $52.92
Market Context & Positioning
- Sector Performance:
- Relative strength vs sector/market: Neutral
- Institutional Activity:
- Volume patterns suggesting institutional interest (181 calls vs 36 puts)
- Correlation Analysis:
- R-squared interpretation: High correlation with the market (0.58)
- Relative Valuation:
- Position within trading range: Bullish
Key Levels & Action Items
- Critical Price Levels:
- Support at $54.13 and $52.92
- Resistance at $55.75 (upper Bollinger Band)
- Breakout/Breakdown Levels:
- Breakout above $55.75 would confirm the bullish trend
- Breakdown below $52.92 could trigger a pullback
- Time-Sensitive Catalysts:
- No specific catalyst identified, but ongoing market trends and investor sentiment are driving the stock's movement.
- Risk Management:
- Stop-loss levels: $52.50 (lower Bollinger Band)
- Position sizing considerations: investors should consider reducing their exposure if the stock breaks below $54.13.
Please note that this analysis is based on the provided data and should not be taken as a buy or sell recommendation.
- IV Rank (30D)
- 51.13
- IV Rank (7D)
- 51.13
- Avg IV
- 57.7%
- Straddle (30D)
- $2.75
- Straddle (7D)
- $2.75
- P/C Volume
- 0.77
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 1.19
- Correlation (SPY)
- 57.9%
- R²
- 0.34
- Ann. Volatility
- 26.6%
- SPY Volatility
- 13.0%
Above average volatility - stock moves with market amplification
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $446.74M | 39.13% | 2026-06-30 |
| 2 | SIH Partners, LLLP | $293.56M | 25.71% | 2026-06-30 |
| 3 | GOLDMAN SACHS GROUP INC Custodian | $91.19M | 7.99% | 2026-06-30 |
| 4 | JPMORGAN CHASE & CO Custodian | $47.09M | 4.12% | 2026-06-30 |
| 5 | Vontobel Holding Ltd. | $45.15M | 3.95% | 2026-06-30 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $35.13M | 3.08% | 2026-06-30 |
| 7 | JANE STREET GROUP, LLC Custodian | $34.23M | 3.00% | 2026-06-30 |
| 8 | CITADEL ADVISORS LLC Custodian | $30.01M | 2.63% | 2026-06-30 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $26.20M | 2.29% | 2026-06-30 |
| 10 | Optiver Holding B.V. | $16.01M | 1.40% | 2026-06-30 |
| 11 | Walleye Trading LLC | $14.72M | 1.29% | 2026-06-30 |
| 12 | Twin Tree Management, LP | $9.80M | 0.86% | 2026-06-30 |
| 13 | IMC-Chicago, LLC Custodian | $8.07M | 0.71% | 2026-06-30 |
| 14 | Point72 Asset Management, L.P. | $7.15M | 0.63% | 2026-06-30 |
| 15 | TUDOR INVESTMENT CORP ET AL | $5.56M | 0.49% | 2026-06-30 |
| 16 | Eisler Capital Management Ltd. | $4.08M | 0.36% | 2025-09-30 |
| 17 | D. E. Shaw & Co., Inc. Custodian | $3.98M | 0.35% | 2026-06-30 |
| 18 | WOLVERINE TRADING, LLC Custodian | $3.98M | 0.35% | 2025-09-30 |
| 19 | Walleye Capital LLC | $3.46M | 0.30% | 2026-06-30 |
| 20 | SIMPLEX TRADING, LLC Custodian | $3.40M | 0.30% | 2026-06-30 |
| 21 | PEAK6 LLC | $3.23M | 0.28% | 2026-06-30 |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $2.50M | 0.22% | 2026-06-30 |
| 23 | CAPITAL FUND MANAGEMENT S.A. | $2.32M | 0.20% | 2026-06-30 |
| 24 | CITIGROUP INC Custodian | $1.90M | 0.17% | 2026-06-30 |
| 25 | GROUP ONE TRADING LLC Custodian | $1.46M | 0.13% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SIH Partners, LLLP | $369.27M | 33.58% | 2026-06-30 |
| 2 | GOLDMAN SACHS GROUP INC Custodian | $208.98M | 19.00% | 2026-06-30 |
| 3 | Eisler Capital Management Ltd. | $94.79M | 8.62% | 2025-09-30 |
| 4 | Qube Research & Technologies Ltd | $78.46M | 7.13% | 2026-06-30 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $66.40M | 6.04% | 2026-06-30 |
| 6 | Optiver Holding B.V. | $45.39M | 4.13% | 2026-06-30 |
| 7 | CITIGROUP INC Custodian | $34.60M | 3.15% | 2026-06-30 |
| 8 | MILLENNIUM MANAGEMENT LLC Custodian | $28.94M | 2.63% | 2026-06-30 |
| 9 | JANE STREET GROUP, LLC Custodian | $22.77M | 2.07% | 2026-06-30 |
| 10 | CITADEL ADVISORS LLC Custodian | $22.70M | 2.06% | 2026-06-30 |
| 11 | Walleye Trading LLC | $12.68M | 1.15% | 2026-06-30 |
| 12 | GROUP ONE TRADING LLC Custodian | $11.22M | 1.02% | 2026-06-30 |
| 13 | NOMURA HOLDINGS INC | $9.91M | 0.90% | 2026-06-30 |
| 14 | ROYAL BANK OF CANADA Custodian | $9.91M | 0.90% | 2026-06-30 |
| 15 | UBS Group AG Custodian | $9.91M | 0.90% | 2026-06-30 |
| 16 | PEAK6 LLC | $9.08M | 0.83% | 2026-06-30 |
| 17 | JPMORGAN CHASE & CO Custodian | $8.49M | 0.77% | 2026-06-30 |
| 18 | SIMPLEX TRADING, LLC Custodian | $7.90M | 0.72% | 2026-06-30 |
| 19 | Twin Tree Management, LP | $6.78M | 0.62% | 2026-06-30 |
| 20 | IMC-Chicago, LLC Custodian | $6.44M | 0.59% | 2026-06-30 |
| 21 | Vontobel Holding Ltd. | $6.04M | 0.55% | 2026-06-30 |
| 22 | TUDOR INVESTMENT CORP ET AL | $5.45M | 0.50% | 2026-06-30 |
| 23 | Point72 Asset Management, L.P. | $5.16M | 0.47% | 2026-06-30 |
| 24 | CREDIT INDUSTRIEL ET COMMERCIAL | $4.62M | 0.42% | 2026-06-30 |
| 25 | CAPITAL FUND MANAGEMENT S.A. | $3.92M | 0.36% | 2026-06-30 |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.