UBS Group AG (UBS) Invested Capital (2020 - 2025)
UBS Group AG (UBS) posted Invested Capital of $13.9 billion for Q4 2025, down 13.66% sequentially from $16.1 billion in Q4 2024, and down 13.66% YoY from $16.1 billion in Q4 2024.
UBS Group AG (UBS) Invested Capital (2020 - 2025) Analysis & Trends
UBS Group AG has reported Invested Capital for 5 years, with the latest figure at $13.9 billion in Q4 2025.
- Quarterly Invested Capital fell 13.66% year-over-year to $13.9 billion in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $30.0 billion (up 86.34% YoY) and the FY2025 annual result came in at $13.9 billion, down 13.66% from the prior year.
- Invested Capital slipped to $13.9 billion in Q4 2025 per UBS's latest filing, from $16.1 billion in the prior quarter.
- Over five years, Invested Capital peaked at $47.4 billion in Q1 2021 and troughed at $13.9 billion in Q4 2025.
- A 4-year average of $33.2 billion and a median of $37.5 billion in 2022 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2021 and 2022: Invested Capital slipped 7.65% in 2021, then declined 26.2% in 2022.
- Over 4 years, Invested Capital stood at $43.1 billion in 2021, then dropped by 26.85% to $31.5 billion in 2022, then tumbled by 48.93% to $16.1 billion in 2024, then decreased by 13.66% to $13.9 billion in 2025.
- According to Business Quant data, Invested Capital over the past three periods registered $13.9 billion, $16.1 billion, and $31.5 billion for Q4 2025, Q4 2024, and Q2 2022 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 441.62 Bn | -146.87 Bn | 30.39 Bn | 6.96 Bn |
| 2 | Hsbc Holdings | 357.01 Bn | 357.01 Bn | - | 1,827.70 Bn |
| 3 | Royal Bank Of Canada | 286.58 Bn | 87.66 Bn | - | - |
| 4 | Wells Fargo & Company | 254.86 Bn | 50.89 Bn | - | 25.17 Bn |
| 5 | Mitsubishi Ufj Financial | 251.70 Bn | -141.92 Bn | 10.89 Bn | - |
| 6 | Citigroup | 223.37 Bn | -2,078.94 Bn | 24.75 Bn | 68.98 Bn |
| 7 | Banco Santander | 209.76 Bn | 30.11 Bn | - | 1,736.64 Bn |
| 8 | Toronto Dominion Bank | 194.48 Bn | 19.99 Bn | - | 264.35 Bn |
| 9 | UBS Group AG | 167.76 Bn | -47.95 Bn | - | 13.30 Bn |
| 10 | Bank of New York Mellon | 108.83 Bn | 47.61 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 13.90 Bn |
| Dec 31, 2024 | 16.10 Bn |
| Jun 30, 2022 | 31.53 Bn |
| Mar 31, 2022 | 37.54 Bn |
| Dec 31, 2021 | 43.10 Bn |
| Jun 30, 2021 | 42.72 Bn |
| Mar 31, 2021 | 47.39 Bn |
| Dec 31, 2020 | 46.67 Bn |