UBS Group AG (UBS) Long-Term Investments (2020 - 2025)
UBS Group AG (UBS) posted Long-Term Investments of $2.3 billion for Q4 2025, down 11.3% sequentially from $2.6 billion in Q2 2025, and up 1.13% YoY from $2.3 billion in Q4 2024.
UBS Group AG (UBS) Long-Term Investments (2020 - 2025) Analysis & Trends
UBS Group AG has reported Long-Term Investments for 6 years, with the latest figure at $2.3 billion in Q4 2025.
- Quarterly Long-Term Investments rose 1.13% year-over-year to $2.3 billion in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $2.3 billion (up 1.13% YoY) and the FY2025 annual result came in at $2.3 billion, up 1.13% from the prior year.
- Long-Term Investments eased to $2.3 billion in Q4 2025 per UBS's latest filing, from $2.6 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $376.3 billion in Q1 2021 and troughed at $1.1 billion in Q1 2023.
- A 5-year average of $31.0 billion and a median of $3.7 billion in 2022 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2022 and 2023: Long-Term Investments slumped 99.69% in 2022, then surged 535.71% in 2023.
- Over 5 years, Long-Term Investments stood at $4.2 billion in 2021, then fell by 11.9% to $3.7 billion in 2022, then jumped by 510.81% to $22.6 billion in 2023, then slumped by 89.8% to $2.3 billion in 2024, then increased by 1.13% to $2.3 billion in 2025.
- According to Business Quant data, Long-Term Investments over the past three periods registered $2.3 billion, $2.6 billion, and $2.5 billion for Q4 2025, Q2 2025, and Q1 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 441.62 Bn | -146.87 Bn | 30.39 Bn | 24.30 Bn |
| 2 | Hsbc Holdings | 357.01 Bn | 357.01 Bn | - | - |
| 3 | Royal Bank Of Canada | 286.58 Bn | 87.66 Bn | - | - |
| 4 | Wells Fargo & Company | 254.86 Bn | 50.89 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 | - |
| 7 | Banco Santander | 209.76 Bn | 30.11 Bn | - | 8.98 Bn |
| 8 | Toronto Dominion Bank | 194.48 Bn | 19.99 Bn | - | 93.82 Bn |
| 9 | UBS Group AG | 167.76 Bn | -47.95 Bn | - | 2.26 Bn |
| 10 | Bank of New York Mellon | 108.83 Bn | 47.61 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 8.00 Bn |
| Mar 31, 2024 | 2.25 Bn |
| Dec 31, 2023 | 22.60 Bn |
| Jun 30, 2023 | 26.70 Bn |
| Mar 31, 2023 | 1.11 Bn |
| Dec 31, 2022 | 3.70 Bn |
| Jun 30, 2022 | 4.20 Bn |
| Mar 31, 2022 | 1.15 Bn |
| Dec 31, 2021 | 4.20 Bn |
| Jun 30, 2021 | 4.50 Bn |
| Mar 31, 2021 | 376.30 Bn |
| Dec 31, 2020 | 3.90 Bn |