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UBS Group AG (UBS) Total Return Calculator with Dividends Reinvested

UBS Group AG

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The total return for UBS Group AG (UBS) stock is +46.90% over the past 12 months. So far it's down 4.03% this year. The 5-year total return is +211.43%, meaning $10,000 invested in UBS stock 5 years ago would be worth $31,143 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in UBS 1 year ago, it would be worth $14,746 today — you'd have gained $4,746 with dividends reinvested.

With Dividends Reinvested$14,746+47.46%

Price Only (No DRIP)$14,374+43.74%

Dividend Boost+$3722 payments · +3.72% extra

Period2025-05-06 → 2026-05-05

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in UBS

1Y$14,690+$4,690 (+46.9%)46.9% CAGR

3Y$23,724+$13,724 (+137.2%)33.4% CAGR

5Y$31,143+$21,143 (+211.4%)25.5% CAGR

10Y$33,176+$23,176 (+231.8%)12.7% CAGR

15Y$27,658+$17,658 (+176.6%)7.0% CAGR

20Y$8,969-$1,031 (-10.3%)-0.5% CAGR

30Y$28,528+$18,528 (+185.3%)3.6% CAGR

Dividend Reinvestment History (2)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2026-04-21	$0.55	$43.23	+0.012723
2026-04-22	$0.55	$42.41	+0.013134

Loading UBS total return...

As of 2026-05-06

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-4.03%	—	-6.37%	+2.34 pp	$9,597
1Y	+46.90%	46.90%	+43.32%	+3.57 pp	$14,690
3Y	+137.24%	33.37%	+123.63%	+13.61 pp	$23,724
5Y	+211.43%	25.51%	+187.11%	+24.32 pp	$31,143
10Y	+231.76%	12.74%	+182.69%	+49.07 pp	$33,176
15Y	+176.58%	7.02%	+129.69%	+46.89 pp	$27,658
20Y	-10.31%	-0.54%	-27.99%	+17.68 pp	$8,969
30Y	+185.28%	3.56%	+97.58%	+87.70 pp	$28,528

Risk & Highlights

Best Year+65.89%2023

Worst Year-68.77%2008

Max Drawdown-26.07%2026-01-27 → 2026-03-27

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-9.71%	-12.04%	+2.3pp	+0.41%	-10.1pp
2025	+55.88%	+52.94%	+2.9pp	+16.64%	+39.2pp
2024	+2.01%	-0.26%	+2.3pp	+24.00%	-22.0pp
2023	+65.89%	+62.97%	+2.9pp	+24.81%	+41.1pp
2022	+5.79%	+3.04%	+2.8pp	-19.95%	+25.7pp

UBS outperformed the S&P 500 by 18.46pp over the past year (+46.90% vs +28.44%).

Loading summary...

UBS Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
UBSUBS Group AG	$136.9B	+11.1%	-4.0%	+46.9%	+3.6pp	+137.2%	+211.4%	+231.8%
MSMorgan Stanley	$301.1B	+13.7%	+5.1%	+61.5%	+3.3pp	+136.0%	+144.0%	+726.4%
GSThe Goldman Sachs Group, Inc.	$285.5B	+6.1%	+1.0%	+67.0%	+2.8pp	+192.6%	+172.3%	+521.9%
BACBank of America Corporation	$404.3B	+6.1%	-4.6%	+31.9%	+2.7pp	+102.7%	+39.8%	+331.0%
CCitigroup Inc.	$223.7B	+9.1%	+8.9%	+86.5%	+4.2pp	+191.0%	+88.4%	+231.6%
JPMJPMorgan Chase & Co.	$834.2B	+4.7%	-4.0%	+24.8%	+2.3pp	+137.4%	+111.1%	+466.1%
WFCWells Fargo & Company	$247.1B	-2.4%	-15.6%	+10.6%	+2.4pp	+122.0%	+88.2%	+91.2%
BKThe Bank of New York Mellon Corporation	$91.1B	+7.1%	+14.0%	+63.6%	+2.6pp	+235.3%	+173.8%	+271.1%
STTState Street Corporation	$42.0B	+14.2%	+16.5%	+67.8%	+3.6pp	+130.1%	+88.3%	+186.9%
RJFRaymond James Financial, Inc.	$31.3B	+12.1%	-2.2%	+13.2%	+1.5pp	+90.9%	+86.0%	+403.7%
SCHWThe Charles Schwab Corporation	$164.2B	-0.6%	-8.7%	+12.2%	+1.4pp	+94.0%	+36.9%	+262.2%

Compare:UBS vs MS UBS vs GS UBS vs BAC UBS vs MS vs GS

About UBS Dividend Returns

UBS Group AG (UBS) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of UBS over the past year?

UBS Group AG (UBS) delivered a total return of 46.90% over the past year when dividends are reinvested. The price-only return was 43.32%, meaning dividends contributed an additional 3.57 percentage points to total returns.

Q2How much would $10,000 invested in UBS be worth today?

A $10,000 investment in UBS Group AG one year ago would be worth $14,690 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $14,332. Dividend reinvestment added $357 to the portfolio value.

Q3Does UBS pay dividends?

Yes, UBS Group AG (UBS) pays dividends. In the last year, UBS paid approximately $0.72 per share in dividends (1.63% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did UBS beat the S&P 500?

Yes, UBS Group AG (UBS) outperformed the S&P 500 by 18.46 percentage points over the past year. UBS delivered a total return of 46.90%, compared to the S&P 500's 28.44%. This 18.46pp alpha means investors in UBS earned more than a passive S&P 500 index fund.

Q5What is UBS's worst drawdown?

UBS Group AG (UBS) experienced a maximum drawdown of -26.07% over the past year, declining from its peak on 2026-01-27 to its trough on 2026-03-27. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is UBS's long-term total return over 10, 20, or 30 years?

Here are UBS Group AG (UBS)'s long-term returns with dividends reinvested. Over 10 years, the total return is 231.8% (12.7% CAGR) — $10,000 would have grown to $33,176. Over 20 years: -10.3% total return (-0.5% CAGR) — $10,000 → $8,969. Over 30 years: 185.3% total return (3.6% CAGR) — $10,000 → $28,528. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was UBS's best and worst year?

UBS Group AG's best calendar year was 2023 with a total return of 65.9%. Its worst year was 2008 with a total return of -68.8%. This range shows the volatility investors should expect — the difference between the best and worst year is 134.7 percentage points.