UBS Group AG $UBS Shares Purchased by First Trust Advisors LP

First Trust Advisors LP raised its holdings in shares of UBS Group AG (NYSE:UBS) by 16.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 185,459 shares of the bank’s stock after acquiring an additional 26,707 shares during the period. First Trust Advisors LP’s holdings in UBS Group were worth $7,229,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Whipplewood Advisors LLC acquired a new stake in UBS Group in the first quarter worth about $25,000. MidFirst Bank bought a new position in UBS Group in the 4th quarter valued at about $30,000. Navalign LLC acquired a new position in UBS Group during the 4th quarter valued at about $32,000. Larson Financial Group LLC increased its stake in UBS Group by 118.4% during 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 during the period. Finally, Prosperity Bancshares Inc bought a new stake in shares of UBS Group during the 4th quarter worth about $40,000.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research note on Monday, July 20th. Weiss Ratings downgraded UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Thursday. Wall Street Zen cut UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday, July 26th. Finally, Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, UBS Group has an average rating of “Hold” and an average target price of $60.30.

UBS Group Stock Performance

Shares of UBS opened at $52.76 on Friday. The company has a 50-day moving average of $50.27 and a two-hundred day moving average of $45.38. The stock has a market cap of $164.81 billion, a price-to-earnings ratio of 17.94, a PEG ratio of 0.82 and a beta of 1.19. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.02 and a quick ratio of 1.19. UBS Group AG has a one year low of $35.94 and a one year high of $55.15.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.03). The business had revenue of $13.35 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.72 EPS. On average, equities research analysts expect that UBS Group AG will post 3.52 earnings per share for the current year.

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.