UBS Group (NYSE:UBS) Stock Rating Lowered by Zacks Research

UBS Group (NYSE:UBS) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Tuesday, Zacks reports.

A number of other research firms have also commented on UBS. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Friday, July 31st. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Wednesday. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a research report on Wednesday, August 5th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group Stock Up 1.5%

UBS Group stock opened at $54.95 on Tuesday. The firm has a 50 day simple moving average of $52.72 and a 200 day simple moving average of $46.56. The company has a current ratio of 1.02, a quick ratio of 1.19 and a debt-to-equity ratio of 3.84. UBS Group has a 1-year low of $36.29 and a 1-year high of $55.99. The firm has a market capitalization of $171.67 billion, a price-to-earnings ratio of 18.69, a P/E/G ratio of 0.81 and a beta of 1.19.

UBS Group (NYSE:UBS) last posted 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 company had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $13.40 billion. UBS Group had a return on equity of 10.50% and a net margin of 13.10%.UBS Group’s revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.72 earnings per share. On average, analysts predict that UBS Group will post 3.61 earnings per share for the current year.

Institutional Trading of UBS Group

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

UBS Group News Summary

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

• Positive Sentiment: UBS is expanding its Southern California wealth-management presence with a new Irvine office and additional Los Angeles-area hires. The move supports growth in a key U.S. market and could strengthen recurring fee revenue over time. UBS expands in Southern California with Irvine office and LA hires
• Positive Sentiment: UBS joined 20 other financial institutions in a planned dollar stablecoin venture targeted for launch in the first half of 2027. Participation could give the bank exposure to faster-growing digital-payment and settlement markets, although revenue benefits remain uncertain. Goldman, Citi, UBS Join 21-Firm Push for Dollar Stablecoin by 2027
• Neutral Sentiment: UBS launched nine cash tender offers totaling up to about $6 billion for legacy Credit Suisse debt and announced redemption of certain dollar- and pound-denominated senior notes. The transactions may simplify the balance sheet and reduce legacy risk, but they also require substantial capital deployment. UBS Launches Nine-Trench Tender Offer for Legacy Credit Suisse Debt
• Neutral Sentiment: UBS received attention for upgrading Nu Holdings and raising its ASML price target, highlighting continued research activity and exposure to growth sectors, but these calls do not directly change UBS’s earnings outlook.
• Negative Sentiment: Swiss lawmakers’ support for tighter bank-capital requirements and an ongoing dispute with the Swiss finance minister create regulatory uncertainty. Higher capital requirements could constrain returns, distributions, or growth at UBS. Swiss Finance Minister Hits Back After Lawmakers Hand Win to UBS

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.