UBS Group AG $UBS Shares Acquired by Rathbones Group PLC

Rathbones Group PLC increased its position in shares of UBS Group AG (NYSE:UBS) by 1.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,220,034 shares of the bank’s stock after purchasing an additional 12,534 shares during the period. Rathbones Group PLC’s holdings in UBS Group were worth $46,654,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Robinswood Financial LLC purchased a new stake in shares of UBS Group in the first quarter valued at approximately $31,000. Parallel Advisors LLC raised its position in UBS Group by 4.0% in the first quarter. Parallel Advisors LLC now owns 16,278 shares of the bank’s stock worth $636,000 after acquiring an additional 632 shares in the last quarter. Groupama Asset Managment raised its position in UBS Group by 87.9% in the first quarter. Groupama Asset Managment now owns 288,118 shares of the bank’s stock worth $11,257,000 after acquiring an additional 134,767 shares in the last quarter. CTC Alternative Strategies Ltd. acquired a new stake in UBS Group in the first quarter valued at $315,000. Finally, Cim LLC lifted its holdings in UBS Group by 0.7% in the first quarter. Cim LLC now owns 50,095 shares of the bank’s stock valued at $1,957,000 after acquiring an additional 332 shares during the period.

UBS Group Stock Up 0.0%

UBS opened at $52.76 on Monday. The company has a debt-to-equity ratio of 3.84, a quick ratio of 1.19 and a current ratio of 1.02. The company has a market cap of $164.81 billion, a price-to-earnings ratio of 17.94, a PEG ratio of 0.82 and a beta of 1.18. UBS Group AG has a one year low of $35.94 and a one year high of $55.15. The business’s fifty day moving average is $50.27 and its two-hundred day moving average is $45.36.

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on UBS. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Thursday. Wall Street Zen downgraded shares of UBS Group from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. Finally, Keefe, Bruyette & Woods lowered shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group News Summary

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

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.