149,000 Shares of UBS Group AG $UBS Purchased by Inspire Trust Co. N.A.

Inspire Trust Co. N.A. purchased a new stake in shares of UBS Group AG (NYSE:UBS) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 149,000 shares of the bank’s stock, valued at approximately $7,171,000.

Several other hedge funds have also bought and sold shares of the business. SEB Asset Management AB purchased a new position in shares of UBS Group during the first quarter valued at approximately $44,326,000. Allspring Global Investments Holdings LLC purchased a new stake in UBS Group during the 1st quarter valued at about $1,740,000. Quantinno Capital Management LP raised its holdings in UBS Group by 30.4% in the first quarter. Quantinno Capital Management LP now owns 618,683 shares of the bank’s stock worth $24,172,000 after buying an additional 144,200 shares during the last quarter. Mediolanum International Funds Ltd raised its holdings in UBS Group by 8.8% in the first quarter. Mediolanum International Funds Ltd now owns 588,312 shares of the bank’s stock worth $21,739,000 after buying an additional 47,444 shares during the last quarter. Finally, Tidal Investments LLC purchased a new position in UBS Group in the second quarter worth about $8,299,000.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS repurchased $4.8 billion of shares year to date, while Global Wealth Management attracted $55 billion in net inflows. Buybacks can support per-share value, and inflows may bolster recurring fee revenue. UBS: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: UBS sees European stocks gaining about 13% by the end of 2027. This is a constructive market view that could support client investment activity and wealth-management demand, but it is not a forecast for UBS shares. UBS, Europe’s Biggest Stock Bull, Sees 13% Gain By End of 2027
• Neutral Sentiment: UBS’s latest disclosed fund holdings include new positions in Exxon Mobil, Sky Harbor and ONEOK, and a reported 5.46% capital interest in QIAGEN. These are portfolio disclosures—not necessarily investments made with UBS’s own capital—and offer limited direct evidence about the bank’s near-term earnings. UBS Group AG’s Exxon Mobil position
• Negative Sentiment: CEO Sergio Ermotti said AI stocks had been priced for “perfection” before a sharp correction, and noted uncertainty around the AI buildout. Continued market volatility could weigh on investor confidence and client activity, though the comments do not indicate a UBS-specific earnings change. UBS CEO on AI stock correction

UBS Group Price Performance

Shares of UBS stock opened at $49.17 on Wednesday. The company has a market cap of $153.59 billion, a price-to-earnings ratio of 16.16, a PEG ratio of 0.72 and a beta of 1.19. UBS Group AG has a 1 year low of $36.29 and a 1 year high of $55.99. The firm has a fifty day moving average price of $49.44 and a 200-day moving average price of $47.17.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, October 28th. The bank reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.06). The company had revenue of $13.39 billion during the quarter, compared to the consensus estimate of $13.07 billion. UBS Group had a return on equity of 10.77% and a net margin of 13.36%. UBS Group’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.76 earnings per share. Equities research analysts expect that UBS Group AG will post 3.65 EPS for the current year.

Analysts Set New Price Targets

UBS has been the topic of several recent analyst reports. Royal Bank Of Canada reiterated a “buy” rating on shares of UBS Group in a research note on Monday, September 28th. DZ Bank reissued a “buy” rating on shares of UBS Group in a report on Thursday, July 30th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Wednesday, September 2nd. Bank of America reaffirmed a “buy” rating on shares of UBS Group in a report on Tuesday, September 1st. Finally, Wall Street Zen downgraded UBS Group from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. Six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $60.30.

UBS Group Company Profile

UBS Group AG is a Swiss financial services company providing wealth management, banking, asset management and investment banking services to individuals, businesses, institutions and governments. It has a strong presence in Switzerland and serves clients in markets around the world. The company’s businesses include Global Wealth Management, Swiss Personal & Corporate Banking, Asset Management and the Investment Bank. Its services include financial planning and investment advice, lending and deposit products, portfolio and fund management, and capital markets and advisory services.