Opal Capital LLC Trims Position in UBS Group AG $UBS

Opal Capital LLC lowered its position in shares of UBS Group AG (NYSE:UBS) by 28.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 58,794 shares of the bank’s stock after selling 23,482 shares during the quarter. Opal Capital LLC’s holdings in UBS Group were worth $2,297,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UBS. Amundi raised its holdings in UBS Group by 16.9% in the 1st quarter. Amundi now owns 23,294,847 shares of the bank’s stock valued at $910,130,000 after acquiring an additional 3,374,516 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of UBS Group by 45.2% during the first quarter. EverSource Wealth Advisors LLC now owns 19,605 shares of the bank’s stock worth $766,000 after purchasing an additional 6,105 shares during the last quarter. Quantinno Capital Management LP grew its position in shares of UBS Group by 30.4% in the first quarter. Quantinno Capital Management LP now owns 618,683 shares of the bank’s stock valued at $24,172,000 after purchasing an additional 144,200 shares during the period. Lazard Asset Management LLC grew its position in shares of UBS Group by 25.5% in the first quarter. Lazard Asset Management LLC now owns 370,444 shares of the bank’s stock valued at $14,242,000 after purchasing an additional 75,251 shares during the period. Finally, Themes Management Co LLC grew its position in shares of UBS Group by 26.3% in the first quarter. Themes Management Co LLC now owns 25,660 shares of the bank’s stock valued at $1,003,000 after purchasing an additional 5,349 shares during the period.

UBS Group Trading Down 0.9%

Shares of UBS opened at $52.04 on Wednesday. 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 firm has a market capitalization of $162.58 billion, a P/E ratio of 18.65, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19. The stock’s fifty day simple moving average is $49.94 and its 200 day simple moving average is $45.25. UBS Group AG has a twelve month low of $35.94 and a twelve month high of $55.15.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.The firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $13.16 billion. On average, equities research analysts forecast that UBS Group AG will post 3.51 earnings per share for the current year.

Wall Street Analyst Weigh In

UBS has been the topic of several recent analyst reports. Barclays upgraded UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Wall Street Zen downgraded shares of UBS Group from a “buy” rating to a “hold” rating in a research note on Sunday. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS reported second-quarter net profit attributable to shareholders of $2.8 billion, up 17% year over year and well above the $2.39 billion analyst estimate. First-half net profit reached $5.8 billion, supported by momentum in investment banking and wealth management. UBS reports Q2 net profit of $2.8 billion, beating expectations
• Positive Sentiment: The bank announced a new $3 billion share buyback planned by mid-2027, improving visibility into shareholder returns and potentially supporting earnings per share. UBS flags $3 billion in new buybacks
• Positive Sentiment: Invested assets increased to approximately $7.3 trillion, while stronger wealth-management inflows and broad-based business momentum reinforced the earnings outlook. UBS stock gets a profit boost
• Neutral Sentiment: CEO Sergio Ermotti said geopolitical and market volatility could create temporary headwinds, although he characterized the underlying momentum as good. UBS also said the Credit Suisse integration is nearing completion, potentially reducing execution risk over time. UBS CEO: Volatility may cause temporary headwinds but momentum is good
• Negative Sentiment: Investors remain concerned that Switzerland could impose tougher capital requirements on UBS. That “capital cloud” may offset the earnings beat and buyback announcement by limiting future distributions or requiring the bank to hold more capital.

UBS Group Company Profile

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.