UBS Group (UBS) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in UBS Group (UBS) ten years ago, at the end of Oct 2016, was worth $46,391 at the end of Oct 2026 with every dividend reinvested: 16.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $16,106 reinvested (2.6% a year), or $12,289 taking the dividends as cash, $1,922 of it paid out along the way.
UBS became
$16,106
S&P 500: $72,756
Return a year
2.6%
S&P 500: 11.1%
Payouts reinvested
$2,443
bought more shares
Worst drop
-80.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | UBS total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.6% | $376 | +11.7% |
| 2025 | +57.6% | $311 | +17.7% |
| 2024 | +0.7% | $222 | +24.9% |
| 2023 | +69.8% | $165 | +26.2% |
| 2022 | +7.4% | $144 | −18.2% |
| 2021 | +29.4% | $110 | +28.7% |
| 2020 | +19.5% | $219 | +18.3% |
| 2019 | +7.1% | $165 | +31.2% |
| 2018 | −29.9% | $161 | −4.6% |
| 2017 | +17.4% | $7 | +21.7% |
| 2016 | −14.4% | $215 | +12.0% |
| 2015 | +18.1% | $189 | +1.2% |
| 2014 | −10.2% | $69 | +13.5% |
| 2013 | +23.3% | $38 | +32.3% |
| 2012 | +34.3% | $28 | +16.0% |
| 2011 | −28.2% | $7 | +1.9% |
| 2010 | +6.2% | $6 | +15.1% |
| 2009 | +8.5% | $6 | +26.4% |
| 2008 | −68.9% | $4 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: UBS total return
Data as of · Source: SmarterDividends data
- $10,000 invested in UBS Group (UBS) at the end of Dec 2007, with dividends reinvested, was worth $16,106 at the end of Oct 2026: 2.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, UBS turned $10,000 into $46,391 with dividends reinvested, 16.6% a year.
- Over the 5 years to Oct 2026, UBS returned 24.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking UBS's dividends as cash instead of reinvesting them, the same $10,000 ended at $12,289, including $1,922 of cash received; reinvesting added $3,817.
- UBS's best calendar year in that time was 2023 (69.8%) and its worst 2008 (-68.9%), with dividends reinvested.
Cite this page
SmarterDividends, "UBS Group (UBS) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/UBS/total-return
UBS total return questions
If I invested $10,000 in UBS 10 years ago, how much would I have?
About $46,391 at the end of Oct 2026, with every dividend reinvested: 16.6% a year. Taking them as cash, you'd have shares worth $33,895 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is UBS's total return since Dec 2007?
61% in total, or 2.6% a year, through Oct 2026 with dividends reinvested. The share price alone rose 4%.
How much of UBS's return came from dividends?
About 93% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $3,817 better off on a $10,000 start.
What was UBS's worst year?
2008, at -68.9% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -80.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.