Royal Bank of Canada Trims Stock Holdings in UBS Group AG $UBS

Royal Bank of Canada reduced its holdings in shares of UBS Group AG (NYSE:UBS) by 32.4% in the first quarter, Holdings Channel.com reports. The fund owned 3,935,581 shares of the bank’s stock after selling 1,890,456 shares during the quarter. Royal Bank of Canada’s holdings in UBS Group were worth $153,763,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of UBS. Whipplewood Advisors LLC purchased a new stake in shares of UBS Group during the first quarter valued at $25,000. MidFirst Bank bought a new position in shares of UBS Group in the fourth quarter worth about $30,000. Navalign LLC purchased a new position in UBS Group in the 4th quarter worth about $32,000. Larson Financial Group LLC increased its stake 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 buying an additional 445 shares during the period. Finally, JPL Wealth Management LLC bought a new stake in UBS Group during the 3rd quarter valued at about $37,000.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Zacks Research raised shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Royal Bank Of Canada reaffirmed 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 report on Monday, May 4th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Monday, June 29th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $60.30.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: Quarterly profit beat expectations: UBS reported second-quarter net profit attributable to shareholders of approximately $2.8 billion, ahead of the roughly $2.4 billion analyst estimate. Pre-tax profit reached $3.6 billion, supported by strong investment-banking trading activity, wealth-management performance and higher fee income. Revenue rose 13.2% year over year, although reported adjusted EPS of $0.87 narrowly missed the $0.90 consensus. UBS reports Q2 net profit of $2.8 billion
• Positive Sentiment: $3 billion share repurchase: The bank plans to buy back up to $3 billion of stock by mid-2027. The program provides clearer shareholder returns and may support per-share earnings, helping offset uncertainty surrounding future Swiss capital requirements. UBS also reported $7.3 trillion in invested assets. UBS flags $3 billion in new buybacks
• Positive Sentiment: Credit Suisse integration nearing completion: Management indicated that the integration is almost complete, suggesting the bank is capturing restructuring benefits and reducing the operational overhang from the acquisition. Investors viewed the progress as evidence that UBS is converting the deal into cost and efficiency gains. UBS Buys Back Its Credit Suisse Hangover
• Neutral Sentiment: UBS-related disclosures showed reductions or exits from substantial holdings in Gentrack, Zip Co and Adherium. These portfolio transactions are unlikely to materially affect UBS’s earnings or valuation. UBS trims stake in Gentrack
• Negative Sentiment: Capital and valuation risks remain: Morgan Stanley maintained a Sell rating and a CHF39 price target, citing UBS’s valuation and potential regulatory capital demands. Switzerland’s zero-interest-rate environment may also pressure domestic banking margins, while management warned that geopolitical volatility could create temporary headwinds. UBS maintained at Sell

UBS Group Stock Up 3.0%

NYSE:UBS opened at $53.35 on Friday. UBS Group AG has a 1-year low of $35.94 and a 1-year high of $55.15. The company has a 50-day moving average of $50.15 and a 200 day moving average of $45.32. The firm has a market cap of $166.68 billion, a PE ratio of 18.15, a price-to-earnings-growth ratio of 0.80 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate 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 return on equity of 10.45% and a net margin of 13.10%.The firm’s revenue was up 13.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.72 earnings per share. As a group, research analysts anticipate that UBS Group AG will post 3.52 EPS for the current fiscal year.

UBS Group 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.