UBS Group AG (NYSE:UBS) Receives Average Recommendation of “Hold” from Brokerages

UBS Group AG (NYSE:UBS) has received a consensus recommendation of “Hold” from the eleven brokerages that are currently covering the company, MarketBeat.com reports. Two analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation, four have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $60.30.

UBS has been the subject of several research analyst reports. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a research note on Wednesday, August 5th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Thursday, July 30th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Friday, July 31st.

UBS Group News Roundup

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

UBS Group Price Performance

Shares of NYSE:UBS opened at $53.63 on Monday. The business has a 50 day moving average price of $51.49 and a 200 day moving average price of $45.81. UBS Group has a twelve month low of $36.29 and a twelve month high of $55.15. The company has a market cap of $167.55 billion, a price-to-earnings ratio of 18.24, a PEG ratio of 0.80 and a beta of 1.18. 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 quarterly 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 analyst estimates of $13.40 billion. UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The firm’s quarterly revenue was up 13.2% compared to the same quarter last year. During the same quarter last year, the firm earned $0.72 earnings per share. Research analysts predict that UBS Group will post 3.6 earnings per share for the current year.

Hedge Funds Weigh In On UBS Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. AQR Capital Management LLC lifted its stake in UBS Group by 73.9% during the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of UBS Group by 18.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after purchasing an additional 708 shares during the period. NewEdge Advisors LLC grew its stake in shares of UBS Group by 3.1% in the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock valued at $1,279,000 after purchasing an additional 1,267 shares during the period. Focus Partners Wealth raised its holdings in shares of UBS Group by 11.6% in the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after buying an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in shares of UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares in the last quarter.

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.