Plato Investment Management Ltd Buys Shares of 99,572 UBS Group AG $UBS

Plato Investment Management Ltd bought a new stake in shares of UBS Group AG (NYSE:UBS) in the 2nd quarter, Holdings Channel reports. The firm bought 99,572 shares of the bank’s stock, valued at approximately $4,915,000.

A number of other hedge funds have also recently made changes to their positions in the stock. Legacy Capital Group California Inc. grew 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. Trust Point Inc. raised its stake in UBS Group by 2.1% during the second quarter. Trust Point Inc. now owns 13,926 shares of the bank’s stock valued at $690,000 after buying an additional 288 shares during the last quarter. Anchyra Partners LLC boosted its holdings in UBS Group by 3.3% in the first quarter. Anchyra Partners LLC now owns 9,090 shares of the bank’s stock worth $355,000 after acquiring an additional 294 shares in the last quarter. TD Private Client Wealth LLC boosted its holdings in UBS Group by 31.1% in the fourth quarter. TD Private Client Wealth LLC now owns 1,244 shares of the bank’s stock worth $58,000 after acquiring an additional 295 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB grew its stake in shares of UBS Group by 25.7% in the fourth quarter. Wilmington Savings Fund Society FSB now owns 1,590 shares of the bank’s stock worth $74,000 after acquiring an additional 325 shares during the last quarter.

Wall Street Analysts Forecast Growth

UBS has been the subject of several analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a report on Friday, July 31st. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research note on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday, July 30th. Finally, Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $60.30.

UBS Group Stock Up 0.0%

UBS stock opened at $53.63 on Monday. The company has a market cap of $167.55 billion, a price-to-earnings ratio of 18.24, a P/E/G ratio of 0.80 and a beta of 1.18. The company has a debt-to-equity ratio of 3.84, a quick ratio of 1.19 and a current ratio of 1.02. The business’s 50-day moving average is $51.49 and its two-hundred day moving average is $45.79. UBS Group AG has a fifty-two week low of $36.29 and a fifty-two week high of $55.15.

UBS Group (NYSE:UBS) last posted its quarterly earnings data 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 return on equity of 10.50% and a net margin of 13.10%.The business’s quarterly revenue was up 13.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.72 EPS. As a group, analysts forecast that UBS Group AG will post 3.6 earnings per share for the current year.

More UBS Group News

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

• Positive Sentiment: Limited Basel III impact reduces regulatory concerns. UBS filed its June 30, 2026 Pillar 3 risk and capital disclosures, indicating that recent EU and U.K. Basel III adjustments are expected to have a limited effect. This supports investor confidence in the bank’s capital position and could reduce fears of material capital-consumption pressure. UBS Group Files June 30, 2026 Pillar 3 Report, Flags Limited Impact From EU and UK Basel III Adjustments
• Neutral Sentiment: UBS’s latest 13F filings show portfolio repositioning, not a direct corporate catalyst. UBS disclosed new positions worth approximately $793.7 million in Honeywell, $612 million in HONA and $570.3 million in SPCX, while reducing holdings in Western Digital, Intel, AMD, Lumentum and Marvell and adding Microsoft. These moves reflect investment-management activity as of June 30 and are unlikely to materially change UBS’s own earnings outlook. Fund Update: UBS Group AG Just Disclosed New Holdings
• Neutral Sentiment: Industry research offers a modestly constructive backdrop. UBS said the industrial recovery is broadening as capital spending, pricing and demand improve. The view may support expectations for stronger investment-banking and asset-management activity, but it is a sector assessment rather than a UBS-specific forecast. Industrial Recovery Broadens as Capex, Pricing and Demand Improve, UBS Says
• Negative Sentiment: Potential talent loss at the former O’Connor hedge-fund unit. Arrowpoint Investment Partners hired UBS O’Connor’s regional head and China investment team. The move could raise concerns about personnel retention and future performance in that business, although the report does not indicate a material financial impact. Arrowpoint Hires UBS O’Connor Executive, China Fund Team

UBS Group Company 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.