Ubs Ag (AMUB) Invested Capital (2014 - 2026)
Ubs Ag (AMUB) recorded Invested Capital of $125.94 billion in Q2 2026, down 3.4% from $130.38 billion a year earlier.
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Analysis
Ubs Ag (AMUB) Invested Capital (2014 - 2026) Analysis & Trends
For FY2025, Ubs Ag reported Invested Capital of $171.87 billion, up 1.5% from FY2024.
- Annual Invested Capital has a five-year compound annual growth rate of 14.2% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $169.41 billion in FY2024 (-34.6%), $259.06 billion in FY2023 (+31.4%), $197.19 billion in FY2022 (+36.3%) and $144.72 billion in FY2021 (+63.6%).
- The Q2 2026 figure is the lowest quarterly Invested Capital since Q1 2024.
- On a year-over-year basis, Invested Capital rose in two of the last five quarters, with growth averaging 5.6%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 178.8% in Q4 2022, against a decline of 35.7% in Q1 2024 at the low end.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 447.03 Bn |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | 9,394.86 Bn |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 361.07 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 147.26 Bn |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 490.36 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 224.49 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 560.62 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 207.49 Bn |
| 10 | Ubs Ag | 84.34 Bn | 84.67 Bn | - | 125.94 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 125.94 Bn |
| Dec 31, 2025 | 171.87 Bn |
| Jun 30, 2025 | 130.38 Bn |
| Mar 31, 2025 | 129.92 Bn |
| Dec 31, 2024 | 169.41 Bn |
| Jun 30, 2024 | 131.08 Bn |
| Mar 31, 2024 | 82.16 Bn |
| Dec 31, 2023 | 234.02 Bn |
| Mar 31, 2023 | 127.76 Bn |
| Dec 31, 2022 | 165.08 Bn |
| Sep 30, 2022 | 100.56 Bn |
| Jun 30, 2022 | 131.79 Bn |
| Mar 31, 2022 | 144.89 Bn |
| Dec 31, 2021 | 59.22 Bn |
| Sep 30, 2021 | 144.98 Bn |
| Jun 30, 2021 | 88.55 Bn |
| Mar 31, 2021 | 88.52 Bn |
| Dec 31, 2020 | 39.98 Mn |
| Sep 30, 2020 | 90.43 Bn |
| Jun 30, 2020 | 94.69 Bn |
API Access
Ubs Ag Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=AMUB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "AMUB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=AMUB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();