UBS Group AG (UBS) Tax Rate (2021 - 2025)
UBS Group AG's (UBS) quarterly Tax Rate came in at 9.53% in Q2 2025, down 2948.0% year-over-year from 0.33% in Q2 2024, and down 147.25% quarter-over-quarter from 20.17% in Q1 2025.
Analysis
UBS Group AG (UBS) Tax Rate (2021 - 2025) Analysis & Trends
UBS Group AG has disclosed Tax Rate across 5 years of filings, most recently posting 9.53% for Q2 2025.
- In Q2 2025, Tax Rate fell 2948.0% year-over-year to 9.53%; the TTM figure through Jun 2025 stood at 13.78% (down 961.0% YoY), while the FY2025 annual figure was 23.14%, up 527.0% from the prior year.
- Tax Rate came in at 9.53% for Q2 2025 at UBS Group AG, down from 20.17% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 30.7% in Q1 2023 to a low of 9.53% in Q2 2025.
- Average Tax Rate over 5 years is 18.93%, with a median of 20.5% recorded in 2021.
- Year-over-year, Tax Rate soared 927 bps in 2023 and sank 2948 bps in 2025.
- Over 5 years, Tax Rate stood at 22.41% in 2021, then slipped by 15 bps to 19.01% in 2022, then soared by 62 bps to 30.7% in 2023, then plunged by 35 bps to 19.95% in 2024, then sank by 148 bps to 9.53% in 2025.
- Per Business Quant data, the three most recent Tax Rate figures were 9.53% in Q2 2025, 20.17% in Q1 2025, and 19.95% in Q2 2024.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 2,119.43 Bn | 1,530.93 Bn | 30.39 Bn | 21.54% |
| 2 | Morgan Stanley | 330.57 Bn | 170.43 Bn | - | 23.07% |
| 3 | Goldman Sachs | 305.73 Bn | -670.62 Bn | - | 22.60% |
| 4 | Mitsubishi Ufj Financial | 296.69 Bn | -87.63 Bn | 10.89 Bn | 24.29% |
| 5 | Royal Bank Of Canada | 290.20 Bn | 63.31 Bn | - | 22.26% |
| 6 | Wells Fargo & Company | 272.00 Bn | 68.03 Bn | - | 17.42% |
| 7 | American Express | 217.39 Bn | 168.07 Bn | 17.99 Bn | 23.61% |
| 8 | Banco Santander | 214.76 Bn | 222.37 Bn | 28.01 Bn | - |
| 9 | Toronto Dominion Bank | 207.43 Bn | 46.10 Bn | - | -38.63% |
| 10 | UBS Group AG | 170.06 Bn | 170.06 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2025 | -9.53% |
| Mar 31, 2025 | 20.17% |
| Jun 30, 2024 | 19.95% |
| Mar 31, 2024 | 25.76% |
| Mar 31, 2023 | 30.70% |
| Jun 30, 2022 | 19.01% |
| Mar 31, 2022 | 21.44% |
| Jun 30, 2021 | 22.41% |
| Mar 31, 2021 | 20.50% |