UBS Group AG (UBS) Tax Rate (2021 - 2025)
UBS Group AG (UBS) posted Tax Rate of 9.53% for Q2 2025, down 147.25% sequentially from 20.17% in Q1 2025, and down 2948.0% YoY from 0.33% in Q2 2024.
UBS Group AG (UBS) Tax Rate (2021 - 2025) Analysis & Trends
UBS Group AG has reported Tax Rate for 5 years, with the latest figure at 9.53% in Q2 2025.
- Quarterly Tax Rate fell 2948.0% year-over-year to 9.53% in Q2 2025, while the trailing twelve-month figure through Jun 2025 was 13.78% (up 856.0% YoY) and the FY2025 annual result came in at 11.87%, down 1269.0% from the prior year.
- Tax Rate slipped to 9.53% in Q2 2025 per UBS's latest filing, from 20.17% in the prior quarter.
- Over five years, Tax Rate peaked at 30.7% in Q1 2023 and troughed at 9.53% in Q2 2025.
- A 5-year average of 17.17% and a median of 20.33% in 2021 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2024 and 2025: Tax Rate jumped 1864 bps in 2024, then slumped 2948 bps in 2025.
- Over 5 years, Tax Rate stood at 22.41% in 2021, then declined by 15 bps to 19.01% in 2022, then plunged by 93 bps to 1.3% in 2023, then surged by 1430 bps to 19.95% in 2024, then tumbled by 148 bps to 9.53% in 2025.
- According to Business Quant data, Tax Rate over the past three periods registered 9.53%, 20.17%, and 19.95% for Q2 2025, Q1 2025, and Q2 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 440.12 Bn | -148.37 Bn | 30.39 Bn | 21.54% |
| 2 | Hsbc Holdings | 355.59 Bn | 355.59 Bn | - | 60.94% |
| 3 | Royal Bank Of Canada | 287.39 Bn | 88.46 Bn | - | 21.90% |
| 4 | Wells Fargo & Company | 254.36 Bn | 50.39 Bn | - | 17.42% |
| 5 | Mitsubishi Ufj Financial | 251.30 Bn | -142.31 Bn | 10.89 Bn | 24.29% |
| 6 | Citigroup | 222.20 Bn | -2,080.11 Bn | 24.75 Bn | 24.97% |
| 7 | Banco Santander | 209.76 Bn | 30.11 Bn | - | - |
| 8 | Toronto Dominion Bank | 194.65 Bn | 20.16 Bn | - | -7.60% |
| 9 | UBS Group AG | 166.94 Bn | -48.77 Bn | - | - |
| 10 | Bank of New York Mellon | 108.73 Bn | 47.50 Bn | - | 20.95% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | -9.53% |
| Jun 30, 2025 | -9.53% |
| Jun 30, 2025 | -9.53% |
| Mar 31, 2025 | 20.17% |
| Mar 31, 2025 | 20.17% |
| Mar 31, 2025 | 20.17% |
| Jun 30, 2024 | 19.95% |
| Jun 30, 2024 | 19.95% |
| Jun 30, 2024 | 19.95% |
| Mar 31, 2024 | 25.76% |
| Mar 31, 2024 | 25.76% |
| Mar 31, 2024 | 25.76% |
| Jun 30, 2023 | 1.30% |
| Jun 30, 2023 | 1.30% |
| Jun 30, 2023 | 1.30% |
| Mar 31, 2023 | 30.70% |
| Mar 31, 2023 | 30.70% |
| Mar 31, 2023 | 30.70% |
| Jun 30, 2022 | 19.01% |
| Jun 30, 2022 | 19.01% |