Rathbones Group PLC Raises Holdings in UBS Group AG $UBS

Posted by Francis Steltz on Aug 3rd, 2026

Rathbones Group PLC increased its stake in shares of UBS Group AG (NYSE:UBS – Free Report) by 1.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,220,034 shares of the bank’s stock after purchasing an additional 12,534 shares during the period. Rathbones Group PLC’s holdings in UBS Group were worth $46,654,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. AQR Capital Management LLC increased its position in 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 buying an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after acquiring an additional 708 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock valued at $1,279,000 after acquiring an additional 1,267 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of UBS Group by 11.6% during the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after acquiring an additional 1,469 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after acquiring an additional 573 shares during the last quarter.

UBS Group Price Performance

Shares of NYSE:UBS opened at $52.76 on Monday. The company has a market cap of $164.81 billion, a P/E ratio of 17.94, a P/E/G ratio of 0.82 and a beta of 1.18. The business has a fifty day simple moving average of $50.27 and a 200-day simple moving average of $45.36. UBS Group AG has a 52 week low of $35.94 and a 52 week high of $55.15. The company has a quick ratio of 1.19, a current ratio of 1.02 and a debt-to-equity ratio of 3.84.

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

Key Stories Impacting UBS Group

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

UBS has been the subject of a number of recent research reports. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Thursday. Wall Street Zen lowered shares of UBS Group from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research note on Monday, June 29th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Finally, Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. One research 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 issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $60.30.

View Our Latest Research Report on UBS

About UBS Group

(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.