UBS Group is a holding company. Through its subsidiaries, Co. is a global financial services firm. Co.'s businesses are organized globally into several business divisions, including: Global Wealth Management, which provides investment advice and solutions, as well as lending solutions, to private clients; Personal and Corporate Banking, which provides financial products and services to private, corporate and institutional clients, operating across various banking markets in Switzerland; and Asset Management, which provides investment capabilities and styles across various primary and alternative asset classes, as well as advisory support. The UBS YTD return is shown above.
The YTD Return on the UBS YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether UBS YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the UBS YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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