Quantinno Capital Management LP Acquires 144,200 Shares of UBS Group AG $UBS

Quantinno Capital Management LP boosted its holdings in shares of UBS Group AG (NYSE:UBS) by 30.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 618,683 shares of the bank’s stock after purchasing an additional 144,200 shares during the quarter. Quantinno Capital Management LP’s holdings in UBS Group were worth $24,172,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Norges Bank purchased a new stake in UBS Group during the 4th quarter valued at $4,889,413,000. Viking Global Investors LP boosted its stake in UBS Group by 407.5% during the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after buying an additional 10,516,148 shares during the period. Ninety One UK Ltd bought a new position in UBS Group during the fourth quarter valued at $411,917,000. Janus Henderson Group PLC increased its position in UBS Group by 253.3% during the fourth quarter. Janus Henderson Group PLC now owns 6,861,746 shares of the bank’s stock valued at $320,074,000 after acquiring an additional 4,919,494 shares during the last quarter. Finally, Deutsche Bank AG raised its stake in shares of UBS Group by 19.1% in the fourth quarter. Deutsche Bank AG now owns 29,605,781 shares of the bank’s stock valued at $1,371,044,000 after acquiring an additional 4,744,982 shares during the period.

Key UBS Group News

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

• Positive Sentiment: Strong second-quarter results and buyback: UBS reported solid first-half and second-quarter 2026 results, with investment banking and wealth management helping drive profits. Management also announced a $3 billion share repurchase, which could support earnings per share and signal confidence that the Credit Suisse integration is nearing completion. UBS AG 2Q26 financial report UBS Q2 2026 earnings call highlights
• Positive Sentiment: Higher earnings forecast: Erste Group Bank raised its fiscal 2026 EPS forecast for UBS, adding to the positive read-through from the bank’s results and capital-return plans. UBS Group FY2026 EPS forecast lifted
• Positive Sentiment: Digital-payments participation: UBS took part in the BIS Project Agorá trials, which completed real-value, tokenized cross-border settlements across six currencies in about 80 seconds. The project highlights potential long-term opportunities in faster wholesale payments and financial-market infrastructure. BIS Project Agorá tokenized payment trials
• Neutral Sentiment: Portfolio changes: UBS fell below substantial-holder thresholds in Gentrack and exited substantial positions in Zip Co and Adherium. These transactions are unlikely to materially affect UBS’s operating outlook. UBS Gentrack stake reduction
• Negative Sentiment: Adviser headcount declined 2.2%: The reduction over the past year raises questions about hiring momentum, productivity and future growth in UBS’s wealth-management business. UBS adviser headcount decline
• Negative Sentiment: Swiss rate and capital concerns: UBS said Switzerland’s zero-rate environment is affecting domestic banking, while continuing capital concerns could weigh on the valuation and constrain distributions beyond the announced buyback. UBS comments on Swiss zero rates

Wall Street Analysts Forecast Growth

UBS has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Weiss Ratings lowered UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Thursday. Finally, Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $60.30.

UBS Group Trading Down 1.2%

UBS opened at $52.76 on Friday. The stock’s fifty day moving average is $50.27 and its two-hundred day moving average is $45.38. The company has a market capitalization of $164.81 billion, a P/E ratio of 17.94, a PEG ratio of 0.82 and a beta of 1.19. UBS Group AG has a 52 week low of $35.94 and a 52 week high of $55.15. The company has a quick ratio of 1.19, a current ratio of 1.02 and a debt-to-equity ratio of 3.84.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The firm had revenue of $13.35 billion during the quarter, compared to analysts’ expectations of $13.40 billion. During the same quarter in the prior year, the company posted $0.72 earnings per share. UBS Group’s quarterly revenue was up 13.2% compared to the same quarter last year. Analysts forecast that UBS Group AG will post 3.52 earnings per share for the current year.

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.