NewEdge Advisors LLC Reduces Stake in UBS Group AG $UBS

NewEdge Advisors LLC reduced its holdings in UBS Group AG (NYSE:UBS) by 25.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,677 shares of the bank’s stock after selling 16,243 shares during the quarter. NewEdge Advisors LLC’s holdings in UBS Group were worth $1,863,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Whipplewood Advisors LLC bought a new stake in UBS Group in the first quarter valued at $25,000. MidFirst Bank purchased a new position in UBS Group during the 4th quarter valued at $30,000. Navalign LLC bought a new position in UBS Group in the 4th quarter worth $32,000. Larson Financial Group LLC raised its holdings in UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after purchasing an additional 445 shares in the last quarter. Finally, JPL Wealth Management LLC bought a new position in UBS Group in the 3rd quarter worth $37,000.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on UBS. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research note on Monday, June 29th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, July 30th. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Wednesday, August 5th. One investment 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 given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group Stock Performance

Shares of UBS Group stock opened at $53.63 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.19 and a debt-to-equity ratio of 3.84. The firm has a market capitalization of $167.55 billion, a P/E ratio of 18.24, a P/E/G ratio of 0.80 and a beta of 1.18. The business has a fifty day simple moving average of $51.49 and a two-hundred day simple moving average of $45.81. UBS Group AG has a 12 month low of $36.29 and a 12 month high of $55.15.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, July 29th. The bank reported $0.87 EPS for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.03). The business had revenue of $13.35 billion for the quarter, compared to the consensus estimate of $13.40 billion. UBS Group had a net margin of 13.10% and a return on equity of 10.50%. The business’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.72 EPS. On average, equities analysts forecast that UBS Group AG will post 3.6 earnings per share for the current fiscal year.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Limited Basel III impact reduces regulatory concerns. UBS filed its June 30, 2026 Pillar 3 risk and capital disclosures, indicating that recent EU and U.K. Basel III adjustments are expected to have a limited effect. This supports investor confidence in the bank’s capital position and could reduce fears of material capital-consumption pressure. UBS Group Files June 30, 2026 Pillar 3 Report, Flags Limited Impact From EU and UK Basel III Adjustments
• Neutral Sentiment: UBS’s latest 13F filings show portfolio repositioning, not a direct corporate catalyst. UBS disclosed new positions worth approximately $793.7 million in Honeywell, $612 million in HONA and $570.3 million in SPCX, while reducing holdings in Western Digital, Intel, AMD, Lumentum and Marvell and adding Microsoft. These moves reflect investment-management activity as of June 30 and are unlikely to materially change UBS’s own earnings outlook. Fund Update: UBS Group AG Just Disclosed New Holdings
• Neutral Sentiment: Industry research offers a modestly constructive backdrop. UBS said the industrial recovery is broadening as capital spending, pricing and demand improve. The view may support expectations for stronger investment-banking and asset-management activity, but it is a sector assessment rather than a UBS-specific forecast. Industrial Recovery Broadens as Capex, Pricing and Demand Improve, UBS Says
• Negative Sentiment: Potential talent loss at the former O’Connor hedge-fund unit. Arrowpoint Investment Partners hired UBS O’Connor’s regional head and China investment team. The move could raise concerns about personnel retention and future performance in that business, although the report does not indicate a material financial impact. Arrowpoint Hires UBS O’Connor Executive, China Fund Team

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.