UBS Group AG (UBS) Invested Capital (2021 - 2026)
UBS Group AG's Invested Capital was $119.26 billion in Q2 2026, up 38.0% from $86.42 billion a year earlier.
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Analysis
UBS Group AG (UBS) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025, Invested Capital at UBS Group AG came in at $118.67 billion, up 3.8% from FY2024.
- Invested Capital shows a four-year compound annual growth rate of 16.7% (FY2021 to FY2025).
- In earlier years, Invested Capital was $114.27 billion in FY2024 (-1.2%), $115.64 billion in FY2023 (+32.2%), $87.46 billion in FY2022 (+36.6%) and $64.01 billion in FY2021.
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 Group AG | 160.80 Bn | 161.06 Bn | - | 119.26 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 119.26 Bn |
| Dec 31, 2025 | 118.67 Bn |
| Jun 30, 2025 | 86.42 Bn |
| Dec 31, 2024 | 114.27 Bn |
| Dec 31, 2023 | 90.08 Bn |
| Dec 31, 2022 | 57.48 Bn |
| Dec 31, 2021 | 64.01 Bn |
API Access
UBS Group 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=UBS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UBS", "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=UBS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();