UBS Group AG UBS
NYSE UBS
$53.29 +0.09 (+0.17%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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