Renaissance Technologies LLC grew its position in UBS Group AG (NYSE:UBS – Free Report) by 232.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 686,991 shares of the bank’s stock after acquiring an additional 480,400 shares during the quarter. Renaissance Technologies LLC’s holdings in UBS Group were worth $26,841,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the company. Whipplewood Advisors LLC purchased a new stake in shares of UBS Group during the first quarter worth approximately $25,000. MidFirst Bank purchased a new position in UBS Group in the 4th quarter valued at $30,000. Navalign LLC acquired a new stake in UBS Group during the 4th quarter worth $32,000. Larson Financial Group LLC boosted its stake in UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after purchasing an additional 445 shares during the last quarter. Finally, JPL Wealth Management LLC purchased a new stake in shares of UBS Group during the third quarter worth $37,000.
Analysts Set New Price Targets
A number of equities research analysts have recently commented on the stock. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Monday, July 20th. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. 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, Zacks Research raised shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. One research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $60.30.
More UBS Group News
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 Trading Down 0.3%
Shares of UBS opened at $51.85 on Thursday. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. UBS Group AG has a 12-month low of $35.94 and a 12-month high of $55.15. The firm has a 50-day moving average price of $50.04 and a 200 day moving average price of $45.28. The firm 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.
UBS Group (NYSE:UBS – Get Free Report) last issued its 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). The firm had revenue of $13.35 billion for the quarter, compared to analysts’ expectations of $13.40 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.UBS Group’s revenue for the quarter was up 13.2% on a year-over-year basis. During the same period last year, the firm earned $0.72 earnings per share. Sell-side analysts forecast that UBS Group AG will post 3.52 EPS for the current year.
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.
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