Groupama Asset Managment Has $11.26 Million Stake in UBS Group AG $UBS

Posted by Brenda Bartman on Aug 1st, 2026

Groupama Asset Managment lifted its stake in shares of UBS Group AG (NYSE:UBS – Free Report) by 87.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 288,118 shares of the bank’s stock after buying an additional 134,767 shares during the quarter. Groupama Asset Managment’s holdings in UBS Group were worth $11,257,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Whipplewood Advisors LLC acquired a new position in shares of UBS Group during the 1st quarter valued at $25,000. MidFirst Bank acquired a new stake in UBS Group in the fourth quarter worth $30,000. Navalign LLC acquired a new stake in UBS Group in the fourth quarter worth $32,000. Larson Financial Group LLC increased its stake in 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, Prosperity Bancshares Inc bought a new stake in UBS Group in the fourth quarter valued at $40,000.

UBS Group Trading Down 1.2%

Shares of UBS Group stock opened at $52.76 on Friday. The stock has a fifty day simple moving average of $50.27 and a 200 day simple moving average of $45.38. UBS Group AG has a 12-month low of $35.94 and a 12-month high of $55.15. The company has a market capitalization of $164.81 billion, a P/E ratio of 17.94, a price-to-earnings-growth ratio of 0.83 and a beta of 1.19. The company has a current ratio of 1.02, a quick ratio of 1.19 and a debt-to-equity ratio of 3.84.

UBS Group (NYSE:UBS – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 EPS for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.03). UBS Group had a net margin of 13.10% and a return on equity of 10.50%. The company had revenue of $13.35 billion during the quarter, compared to analysts’ expectations of $13.40 billion. During the same period in the previous year, the company posted $0.72 earnings per share. The company’s quarterly revenue was up 13.2% compared to the same quarter last year. On average, sell-side analysts anticipate that UBS Group AG will post 3.52 earnings per share for the current fiscal year.

UBS Group News Summary

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on UBS. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday. Wall Street Zen lowered UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday, July 26th. Zacks Research raised UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. One research 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 given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $60.30.

View Our Latest Stock Report on UBS Group

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.