SIX$UBS

UBS Group AG · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

UBS Q1 2026: $13.6B revenue (+18%), $3.0B net profit, 17% return on CET1 capital

UBS Group delivered strong first-quarter 2026 results with reported net profit of $3.0 billion and diluted earnings per share of $0.94. Revenues rose 18% to $13.6 billion across core franchises, while the cost-income ratio improved to 70.2% on positive operating leverage. Underlying pre-tax profit was $4.0 billion, up 54% year on year, with a 17% return on CET1 capital. Global Wealth Management pre-tax profit grew 28% to nearly $2 billion, the Investment Bank posted record Q1 pre-tax profit of $1.2 billion (up 75%), and the Credit Suisse client migration to UBS platforms was completed in March.

  • Reported net profit was $3.0 billion with EPS of $0.94; underlying pre-tax profit of $4.0 billion rose 54% YoY.
  • Revenues increased 18% to $13.6 billion; cost-income ratio improved to 70.2% with 11 points of positive operating leverage.
  • Global Wealth Management pre-tax profit grew 28% to nearly $2 billion; net new assets totaled $37 billion (3% annualized).
  • Investment Bank delivered record Q1 pre-tax profit of $1.2 billion, up 75%, with revenues up 31% to $4.0 billion.
  • CET1 capital ratio was 14.7%; UBS expects to complete its $3 billion share repurchase program by July 2026.

Headline financials

Total Revenue

$13.6B

No prior period
EPS (adj)

$0.94

No prior period
Return on CET1 capital

17.0%

No prior period
Cost-income ratio

70.2%

No prior period
CET1 capital ratio

14.7%

No prior period
GWM net new assets

$37B

No prior period
Net Income

$3B

No prior period
Operating Income

$3.8B

No prior period

Revenue & EPS history

UBS · Revenue · Quarterly

$13.6B

Q1 2026
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

UBS · $4B total across 1 segment · Q1 2026

  • Investment Bank
    $4B

Forward guidance

UBS expects to complete its $3 billion share repurchase by July 2026, maintain CET1 around 14% at year-end, and achieve ~$13.5 billion in gross cost saves by year-end 2026.

Tailwinds

  • Credit Suisse client migration completed; integration substantially complete by year-end
  • Strong momentum in Asia-Pacific GWM and record Investment Bank Q1 performance

Headwinds

  • Swiss proposed capital measures could require ~$22 billion additional CET1
  • Integration costs expected at ~$700 million in Q2 before tapering

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

58%

34 / 59 earnings

Positive

+12.4%

Q1 2020

Best reaction

-15.7%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.9%+3.2%
Q4 2024-6.7%-4.4%-5.3%
Q3 2024-6.5%-5.5%-1.5%
Q1 2024+4.5%+7.6%+14.8%
Q3 2023+1.8%+0.8%+15.7%
Q2 2023+4.2%+4.4%-2.5%
Q1 2023-2.9%-1.5%-4.7%
Q4 2022+2.0%+2.0%+0.8%
Q3 2022+6.5%+6.4%+21.6%
Q2 2022-8.6%-3.2%-4.3%
Q1 2022-0.5%-2.9%+9.1%
Q4 2021+10.0%+9.3%-8.8%
Q3 2021+1.5%+2.1%-0.6%
Q2 2021+8.7%+9.6%+14.0%
Q1 2021+1.1%-0.6%+5.5%
Q4 2020+0.2%-1.0%+8.7%
Q3 2020+4.0%+5.9%+23.1%
Q2 2020+2.8%+1.2%+0.1%
Q1 2020+12.4%+6.2%+9.9%
Q4 2019-2.4%-3.7%+1.0%
Q3 2019+0.9%+2.0%+4.6%
Q2 2019-2.2%-6.0%-12.2%
Q1 2019+0.9%+2.1%-9.6%
Q4 2018-4.1%-3.7%-9.4%
Q3 2018-0.1%+3.4%+1.9%
Q2 2018+3.5%+4.0%-0.1%
Q1 2018-4.4%-4.7%-8.5%
Q4 2017+1.4%+3.6%-4.6%
Q3 2017-1.2%-1.3%+0.8%
Q2 2017-3.1%-2.7%-6.5%
Q1 2017+2.4%+4.0%-3.0%
Q4 2016-3.7%-5.1%-9.4%
Q3 2016+0.6%-1.5%+12.8%
Q2 2016-0.5%-3.2%+3.5%
Q1 2016-8.9%
Q4 2015-6.5%
Q3 2015-5.6%
Q2 2015+3.8%
Q1 2015+3.2%
Q4 2014-1.0%
Q3 2014-1.1%
Q2 2014+1.0%
Q1 2014+4.4%
Q4 2013-2.7%
Q3 2013+0.1%
Q2 2013+1.5%
Q1 2013-1.1%
Q4 2012+4.8%
Q3 2012+1.6%
Q2 2012+1.2%
Q1 2012+0.4%
Q4 2011+4.6%
Q3 2011-15.7%
Q2 2011+3.1%
Q1 2011-1.2%
Q4 2010+2.0%
Q3 2010-1.8%
Q2 2010+1.2%
Q1 2010+3.8%

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