UBS Group AG key statistics and ratios

In fiscal 2021, UBS Group AG had return on equity of 12.5%, a net margin of 21.2% and debt equal to 0.0% of equity. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

UBS Group AG: financial ratios, annual
Fiscal year	2016Dec 2016	2017Dec 2017	2018Dec 2018	2019Dec 2019	2020Dec 2020	2021Dec 2021
Net margin	11.9%	3.5%	14.9%	14.9%	19.9%	21.2%
Return on equity	6.5%	2.0%	8.6%	8.0%	11.5%	12.5%
Return on assets	0.4%	0.1%	0.5%	0.4%	0.6%	0.7%
Asset turnover	0.03	0.03	0.03	0.03	0.03	0.03
Debt to equity	—	—	0.0%	0.0%	0.0%	0.0%
Effective tax rate	18.5%	80.5%	24.5%	22.7%	19.4%	21.1%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from UBS Group AG's SEC filings (10-K and 10-Q), retrieved November 1, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to UBS Group AG.