Skip to content
Get started

UBSG.SW

UBS Group AG

  • sector: Financial Services
  • in 1 Arithmos index

Themes UBSG.SW appears in

Indices that include UBSG.SW 1/1

sort
weight≥ 0.0%
alongside
  1. #1

    Low-Volatility Europe Passive Index, 15 Low-Beta Names Clearing 10 Percent Annual Returns

    UBSG.SW , 4.24%SHEL.LBATS.LCABK.MCTTE.PA+10 more

    Beta of 0.86 is the highest in this index, so inverse-vol sizing gives it one of the smallest weights. It stays in because 14.6 percent revenue growth and a 27.2 percent one year return justify a place over higher-beta alternatives.

    CAGR
    8.5%
    Sharpe
    0.49
    max DD
    -42.1%

Build your own index that includes UBSG.SW.

Write a plain-English prompt, get transparent rules and a 10-year backtest.

start a prompt →

Performance figures are simulated backtests, not live returns. Past performance does not predict future results. Arithmos is a research and data tool, not investment advice.

A research tool, not investment advice. Past performance doesn't guarantee future results. Learn more