Bank of New York Mellon Corp Has $254.06 Million Stake in UBS Group AG $UBS

Bank of New York Mellon Corp decreased its holdings in shares of UBS Group AG (NYSE:UBS) by 3.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,502,710 shares of the bank’s stock after selling 246,082 shares during the period. Bank of New York Mellon Corp’s holdings in UBS Group were worth $254,061,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of UBS. Legacy Capital Group California Inc. boosted its stake in shares of UBS Group by 0.6% in the 4th quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock worth $1,828,000 after buying an additional 239 shares during the last quarter. U.S. Capital Wealth Advisors LLC lifted its holdings in UBS Group by 1.3% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock worth $922,000 after acquiring an additional 260 shares during the period. Perigon Wealth Management LLC lifted its holdings in UBS Group by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after acquiring an additional 284 shares during the period. Allworth Financial LP boosted its position in UBS Group by 4.2% in the third quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock worth $292,000 after purchasing an additional 288 shares during the last quarter. Finally, Anchyra Partners LLC grew its stake in UBS Group by 3.3% in the 1st quarter. Anchyra Partners LLC now owns 9,090 shares of the bank’s stock valued at $355,000 after purchasing an additional 294 shares during the period.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings estimates for UBS Group AG, reinforcing expectations that the bank can meet or slightly exceed current profit forecasts.
• Positive Sentiment: UBS continues to draw attention for business expansion efforts, including commentary on a push into the U.S. market and a comeback in Japan debt underwriting, which could support longer-term revenue growth. UBS tries to crack the American market at last
• Neutral Sentiment: UBS AG announced the redemption of seven exchange-traded notes, a normal product-level action that should have limited impact on overall earnings. UBS Announces Redemption of Seven ETNs
• Neutral Sentiment: UBS Asset Management’s Kevin Zhao is planning to short U.S. Treasuries, a macro trade that reflects the firm’s market view more than UBS Group’s direct fundamentals. UBS AM’s Zhao Sours on Treasuries as US Growth Outpaces Europe
• Negative Sentiment: One report said UBS stock may look pricey after its strong five-year rally, which could temper enthusiasm even after recent gains. UBS Stock Looks Pricey Following Its 251% Five Year Run

Analysts Set New Price Targets

UBS has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. Finally, Wall Street Zen upgraded shares of UBS Group from a “hold” rating to a “buy” rating in a research report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $60.30.

UBS Group Trading Down 1.5%

Shares of UBS opened at $52.72 on Friday. The stock has a market capitalization of $164.70 billion, a P/E ratio of 18.90, a PEG ratio of 0.83 and a beta of 1.19. UBS Group AG has a twelve month low of $35.94 and a twelve month high of $55.15. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The firm has a fifty day simple moving average of $49.06 and a two-hundred day simple moving average of $45.01.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating the consensus estimate of $0.85 by $0.09. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. On average, research analysts anticipate that UBS Group AG will post 3.51 EPS for the current year.

UBS Group Profile

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.