Mediolanum International Funds Ltd Raises Stake in UBS Group AG $UBS

Mediolanum International Funds Ltd increased its holdings in shares of UBS Group AG (NYSE:UBS) by 8.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 588,312 shares of the bank’s stock after purchasing an additional 47,444 shares during the quarter. Mediolanum International Funds Ltd’s holdings in UBS Group were worth $21,739,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of UBS. Whipplewood Advisors LLC acquired a new position in UBS Group during the first quarter valued at approximately $25,000. MidFirst Bank acquired a new stake in shares of UBS Group in the fourth quarter worth $30,000. Navalign LLC acquired a new stake in shares of UBS Group in the fourth quarter worth $32,000. Larson Financial Group LLC raised its stake in shares of UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after acquiring an additional 445 shares during the period. Finally, JPL Wealth Management LLC purchased a new position in shares of UBS Group in the 3rd quarter valued at $37,000.

Trending Headlines about UBS Group

Here are the key news stories impacting UBS Group this week:

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings estimates for UBS Group AG, reinforcing expectations that the bank can meet or slightly exceed current profit forecasts.
• Positive Sentiment: UBS continues to draw attention for business expansion efforts, including commentary on a push into the U.S. market and a comeback in Japan debt underwriting, which could support longer-term revenue growth. UBS tries to crack the American market at last
• Neutral Sentiment: UBS AG announced the redemption of seven exchange-traded notes, a normal product-level action that should have limited impact on overall earnings. UBS Announces Redemption of Seven ETNs
• Neutral Sentiment: UBS Asset Management’s Kevin Zhao is planning to short U.S. Treasuries, a macro trade that reflects the firm’s market view more than UBS Group’s direct fundamentals. UBS AM’s Zhao Sours on Treasuries as US Growth Outpaces Europe
• Negative Sentiment: One report said UBS stock may look pricey after its strong five-year rally, which could temper enthusiasm even after recent gains. UBS Stock Looks Pricey Following Its 251% Five Year Run

UBS Group Trading Down 1.5%

NYSE UBS opened at $52.72 on Friday. The company’s fifty day simple moving average is $49.06 and its 200-day simple moving average is $45.01. UBS Group AG has a 52 week low of $35.94 and a 52 week high of $55.15. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The stock has a market cap of $164.70 billion, a P/E ratio of 18.90, a PEG ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.85 by $0.09. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Equities research analysts predict that UBS Group AG will post 3.51 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research report on Thursday, July 2nd. Wall Street Zen upgraded UBS Group from a “hold” rating to a “buy” rating in a research note on Saturday. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, UBS Group presently has an average rating of “Hold” and an average price target of $60.30.

About UBS Group

UBS Group AG is a Swiss multinational financial services firm that provides a broad range of banking and capital markets services to private, institutional and corporate clients. Headquartered in Zurich, UBS operates as a universal bank with a primary focus on wealth management, asset management, investment banking and retail and commercial banking in Switzerland. The firm serves high-net-worth and ultra-high-net-worth individuals, pension funds, corporations and institutional investors through a global network of offices.

Key business activities include global wealth management—offering financial planning, investment advisory, discretionary portfolio management and custody services—alongside asset management products for institutional and retail investors.