Lazard Asset Management LLC Increases Stock Holdings in UBS Group AG $UBS

Posted by Stanley Muller on Jul 30th, 2026

Lazard Asset Management LLC lifted its position in shares of UBS Group AG (NYSE:UBS – Free Report) by 25.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 370,444 shares of the bank’s stock after buying an additional 75,251 shares during the quarter. Lazard Asset Management LLC’s holdings in UBS Group were worth $14,242,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Whipplewood Advisors LLC acquired a new stake in UBS Group in the 1st quarter valued at about $25,000. MidFirst Bank acquired a new position in UBS Group during the fourth quarter worth about $30,000. Navalign LLC acquired a new position in UBS Group during the fourth quarter worth about $32,000. Larson Financial Group LLC lifted its holdings in shares of UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after purchasing an additional 445 shares in the last quarter. Finally, JPL Wealth Management LLC purchased a new stake in shares of UBS Group in the third quarter valued at about $37,000.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Thursday, July 2nd. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Monday, July 20th. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. Wall Street Zen downgraded UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday. Finally, Zacks Research raised UBS Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $60.30.

View Our Latest Stock Analysis on UBS

Trending Headlines about UBS Group

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

Positive Sentiment: UBS announced a new $3 billion share-buyback program expected to run through mid-2027. The commitment improves payout visibility and could support earnings per share by reducing the share count, particularly as investors assess the costs of completing the Credit Suisse integration. UBS flags $3 billion in new buybacks
Positive Sentiment: Management described momentum as robust across businesses, with investment banking and wealth management benefiting from stronger client activity and markets. UBS CEO Sergio Ermotti said pre-tax profit reached $3.6 billion, although geopolitical volatility could create temporary headwinds. UBS CEO discusses earnings and market risks
Positive Sentiment: The Credit Suisse integration appears to be nearing completion, helping reinforce the case that UBS is converting the acquisition into operating and capital efficiencies. Erste Group also raised its 2026 EPS forecast to $3.55 from $3.49, slightly above consensus. UBS delivers strong second-quarter earnings
Neutral Sentiment: On the standard reported per-share and revenue measures, UBS earned $0.87 per share versus the $0.90 estimate and generated $13.35 billion of revenue versus $13.40 billion expected. Revenue still increased 13.2% year over year, but the modest misses may limit the market’s response to the headline profit beat. UBS lags second-quarter earnings estimates
Negative Sentiment: Higher expenses remain a material headwind, reflecting continued integration and operating costs. Morgan Stanley maintained a Sell rating and a CHF39 price target, citing valuation and regulatory uncertainty. Potentially higher Swiss capital requirements remain an overhang despite the earnings strength and buyback. UBS maintained at Sell amid valuation and regulatory risks

UBS Group Price Performance

UBS Group stock opened at $51.85 on Thursday. UBS Group AG has a 12-month low of $35.94 and a 12-month high of $55.15. The stock has a market capitalization of $161.97 billion, a P/E ratio of 18.58, a P/E/G ratio of 0.81 and a beta of 1.19. The firm’s 50-day moving average is $50.04 and its two-hundred day moving average is $45.28. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.03). The firm had revenue of $13.35 billion during the quarter, compared to analyst estimates of $13.40 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The business’s quarterly revenue was up 13.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.72 EPS. Equities analysts predict that UBS Group AG will post 3.52 earnings per share for the current year.

UBS Group Profile

(Free Report)

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.