UBS vs BHP
Comparison between UBS Group AG (UBS, Company) and BHP Group Ltd (BHP, Company).
UBS is from the Financial Services sector, while BHP is from the Basic Materials sector.
5-Year PerformanceUBS has outperformed BHP, delivering a return of +30.3% compared to +14.3%
UBS vs BHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UBS vs BHP - Historical Returns
Returns include dividend reinvestment.
UBS vs BHP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UBS | BHP |
|---|---|---|
| 2026 | +12.55% | +37.90% |
| 2025 | +60.28% | +27.88% |
| 2024 | +3.70% | -24.24% |
| 2023 | +65.08% | +17.86% |
| 2022 | +4.48% | +44.04% |
| 2021 | +26.53% | -2.07% |
| 2020 | +14.90% | +25.10% |
| 2019 | +5.74% | +25.60% |
| 2018 | -33.08% | +7.03% |
| 2017 | +16.55% | +29.43% |
| 2016 | -13.45% | +43.42% |
| 2015 | +17.52% | -39.14% |
| 2014 | -1.96% | -26.80% |
| 2013 | N/A | -11.78% |
| 2012 | N/A | +8.31% |
| 2011 | N/A | -22.20% |
| 2010 | N/A | +19.58% |
| 2009 | N/A | +74.27% |
| 2008 | N/A | -37.79% |
| 2007 | N/A | +83.39% |
| 2006 | N/A | +15.62% |
| 2005 | N/A | +44.48% |
| 2004 | N/A | +31.80% |
| 2003 | N/A | +63.77% |
| 2002 | N/A | +7.06% |
| 2001 | N/A | +5.14% |
| 2000 | N/A | -17.20% |
| 1999 | N/A | +31.73% |
UBS vs BHP Drawdown Comparison
The maximum drawdown for UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 994 trading sessions.
The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.
The current UBS drawdown is -4.98%. The current BHP drawdown is -10.39%.
| Rank | UBS | BHP |
|---|---|---|
| #1 | -61.37% Jan 26, 2018 - Jan 6, 2022 | -76.24% Apr 11, 2011 - Dec 4, 2020 |
| #2 | -43.38% Aug 3, 2015 - Jan 26, 2018 | -73.74% May 16, 2008 - Nov 4, 2010 |
| #3 | -33.40% Feb 9, 2022 - Jan 17, 2023 | -42.56% Jan 7, 2000 - Jul 25, 2003 |
| #4 | -30.04% Nov 26, 2014 - Jul 29, 2015 | -37.26% Dec 27, 2023 - Jan 5, 2026 |
| #5 | -27.00% Jan 27, 2025 - Jul 2, 2025 | -33.79% Oct 29, 2007 - May 6, 2008 |
| #6 | -26.07% Jan 27, 2026 - Jun 12, 2026 | -31.11% May 10, 2021 - Mar 3, 2022 |
| #7 | -17.87% Mar 6, 2023 - Apr 14, 2023 | -30.30% Jun 7, 2022 - Jan 6, 2023 |
| #8 | -14.71% Mar 15, 2024 - May 24, 2024 | -26.07% May 9, 2006 - Mar 26, 2007 |
| #9 | -13.69% Apr 14, 2023 - Jul 28, 2023 | -23.83% Jul 12, 2007 - Sep 18, 2007 |
| #10 | -13.27% Dec 27, 2023 - Mar 12, 2024 | -22.08% Feb 28, 2005 - Aug 3, 2005 |
| #11 | -13.19% Sep 22, 2025 - Dec 11, 2025 | -21.84% Apr 1, 2022 - Jun 2, 2022 |
| #12 | -12.54% Aug 31, 2023 - Nov 29, 2023 | -20.65% Jan 26, 2023 - Dec 21, 2023 |
| #13 | -12.26% May 31, 2024 - Oct 11, 2024 | -20.54% Feb 19, 2004 - Sep 21, 2004 |
| #14 | -9.98% Nov 7, 2024 - Jan 16, 2025 | -19.75% Mar 2, 2026 - May 6, 2026 |
| #15 | -6.55% Oct 18, 2024 - Nov 6, 2024 | -15.94% Jun 2, 2026 - Jul 8, 2026 |
Correlation
Correlation between UBS and BHP is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
UBS vs BHP dividend yield comparison.
| Year | UBS | BHP |
|---|---|---|
| 2026 | 1.05% | 1.75% |
| 2025 | 2.92% | 3.64% |
| 2024 | 3.46% | 5.98% |
| 2023 | 0.89% | 4.98% |
| 2022 | 1.34% | 22.44% |
| 2021 | 1.04% | 9.98% |
| 2020 | 3.87% | 3.67% |
| 2019 | 5.48% | 8.59% |
| 2018 | 0.00% | 4.89% |
| 2017 | 3.30% | 3.61% |
| 2016 | 5.42% | 1.68% |
| 2015 | 3.87% | 9.38% |
| 2014 | 0.00% | 5.11% |
| 2013 | 0.00% | 3.40% |
| 2012 | 0.00% | 2.86% |
| 2011 | 0.00% | 2.86% |
| 2010 | 0.00% | 1.87% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 3.26% |
| 2007 | 0.00% | 1.34% |
| 2006 | 0.00% | 1.76% |
| 2005 | 0.00% | 1.68% |
| 2004 | 0.00% | 1.50% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 2.35% |
| 2001 | 0.00% | 2.45% |
| 2000 | 0.00% | 1.92% |
| 1999 | 0.00% | 0.56% |
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