UBS Group (NYSE:UBS) Raised to “Buy” at Wall Street Zen

UBS Group (NYSE:UBS) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

A number of other research analysts have also recently weighed in on UBS. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Keefe, Bruyette & Woods lowered shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Zacks Research upgraded UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $60.30.

UBS Group Price Performance

UBS opened at $52.72 on Friday. The stock’s 50-day moving average price is $49.06 and its 200 day moving average price is $45.00. UBS Group has a 12-month low of $35.94 and a 12-month high of $55.15. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The firm has a market cap of $164.70 billion, a price-to-earnings ratio of 18.90, a PEG ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. As a group, sell-side analysts expect that UBS Group will post 3.51 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. AQR Capital Management LLC increased its position in shares of UBS Group by 73.9% during the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in UBS Group by 18.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after buying an additional 708 shares during the last quarter. NewEdge Advisors LLC grew its stake in UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after buying an additional 1,267 shares during the last quarter. Focus Partners Wealth grew its stake in UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after buying an additional 1,469 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased 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 worth $46,000 after buying an additional 573 shares during the period.

Key Headlines 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

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.