Groupe la Francaise Has $2.55 Million Position in UBS Group AG $UBS

Groupe la Francaise lowered its stake in shares of UBS Group AG (NYSE:UBS) by 23.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,548 shares of the bank’s stock after selling 19,867 shares during the quarter. Groupe la Francaise’s holdings in UBS Group were worth $2,548,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Whipplewood Advisors LLC acquired a new stake in shares of UBS Group in the first quarter worth $25,000. MidFirst Bank acquired a new stake in UBS Group during the fourth quarter worth about $30,000. Navalign LLC bought a new stake in shares of UBS Group during the fourth quarter valued at approximately $32,000. Larson Financial Group LLC raised its stake in shares of UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after buying an additional 445 shares in the last quarter. Finally, JPL Wealth Management LLC acquired a new position in UBS Group in the third quarter worth about $37,000.

UBS Group Trading Down 1.2%

Shares of UBS stock opened at $52.76 on Friday. UBS Group AG has a 12-month low of $35.94 and a 12-month high of $55.15. The company has a market capitalization of $164.81 billion, a PE ratio of 17.94, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19. The firm has a 50 day moving average price of $50.27 and a two-hundred day moving average price of $45.38. 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 posted its earnings results on Wednesday, July 29th. The bank reported $0.87 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.03). The firm had revenue of $13.35 billion during the quarter, compared to analyst estimates of $13.40 billion. UBS Group had a net margin of 13.10% and a return on equity of 10.50%. UBS Group’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.72 EPS. As a group, analysts predict that UBS Group AG will post 3.52 earnings per share for the current year.

Analyst Ratings Changes

UBS has been the topic of a number of research analyst reports. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Monday, July 20th. Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Finally, Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, UBS Group has a consensus rating of “Hold” and a consensus target price of $60.30.

Trending Headlines about UBS Group

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

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.