UBS Group AG (UBS) Long-Term Investments (2020 - 2026)
UBS Group AG (UBS) reported Long-Term Investments of $2.26 billion for Q2 2026, down 14.0% from $2.63 billion a year earlier.
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Analysis
UBS Group AG (UBS) Long-Term Investments (2020 - 2026) Analysis & Trends
At the end of FY2025, UBS Group AG posted Long-Term Investments of $2.33 billion, up 1.1% from FY2024.
- Long-Term Investments has a five-year compound annual growth rate of 8.4% (FY2020 to FY2025).
- By year, Long-Term Investments came in at $2.31 billion in FY2024 (-2.8%), $2.37 billion in FY2023 (+115.5%), $1.1 billion in FY2022 (-11.4%) and $1.24 billion in FY2021 (-20.2%).
- The Q2 2026 figure ranks as the lowest quarterly Long-Term Investments since Q2 2024.
- Year over year, Long-Term Investments gained in three of the last five quarters, with growth averaging 2.6%.
- The high point for year-over-year Long-Term Investments in five years was Q4 2023 (growth of 115.5%); the low point was Q1 2022 (a decline of 25.4%).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | UBS Group AG | 160.80 Bn | 161.06 Bn | - | 2.26 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.26 Bn |
| Dec 31, 2025 | 2.33 Bn |
| Jun 30, 2025 | 2.63 Bn |
| Mar 31, 2025 | 2.50 Bn |
| Dec 31, 2024 | 2.31 Bn |
| Jun 30, 2024 | 2.24 Bn |
| Mar 31, 2024 | 2.25 Bn |
| Dec 31, 2023 | 2.37 Bn |
| Jun 12, 2023 | 1.57 Bn |
| Mar 31, 2023 | 1.11 Bn |
| Dec 31, 2022 | 1.10 Bn |
| Jun 30, 2022 | 1.09 Bn |
| Mar 31, 2022 | 1.15 Bn |
| Dec 31, 2021 | 1.24 Bn |
| Jun 30, 2021 | 1.20 Bn |
| Mar 31, 2021 | 1.54 Bn |
| Dec 31, 2020 | 1.56 Bn |
API Access
UBS Group AG Long-Term Investments 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=long-term-investments&ticker=UBS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=UBS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();