NewEdge Advisors LLC Cuts Stock Position in UBS Group AG $UBS

Posted by Geri Gentry on Aug 16th, 2026

NewEdge Advisors LLC lessened its stake in shares of UBS Group AG (NYSE:UBS – Free Report) by 25.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,677 shares of the bank’s stock after selling 16,243 shares during the period. NewEdge Advisors LLC’s holdings in UBS Group were worth $1,863,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. AQR Capital Management LLC raised its position in shares of UBS Group by 73.9% in the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in UBS Group by 18.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after purchasing an additional 708 shares during the last quarter. Focus Partners Wealth grew its position in UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after purchasing an additional 1,469 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in UBS Group by 62.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after purchasing an additional 573 shares in the last quarter. Finally, Sivia Capital Partners LLC increased its stake in UBS Group by 4.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 14,300 shares of the bank’s stock valued at $484,000 after purchasing an additional 639 shares in the last quarter.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Zacks Research raised shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a report on Friday, July 31st. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a report on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, UBS Group currently has a consensus rating of “Hold” and an average target price of $60.30.

View Our Latest Analysis on UBS Group

UBS Group News Summary

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 Price Performance

NYSE UBS opened at $53.63 on Friday. UBS Group AG has a one year low of $36.29 and a one year high of $55.15. The stock has a 50-day moving average of $51.49 and a 200 day moving average of $45.81. 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 company has a market capitalization of $167.55 billion, a price-to-earnings ratio of 18.24, a PEG ratio of 0.80 and a beta of 1.18.

UBS Group (NYSE:UBS – Get Free Report) last posted its earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.03). The company had revenue of $13.35 billion for the quarter, compared to the consensus estimate of $13.40 billion. UBS Group had a net margin of 13.10% and a return on equity of 10.50%. UBS Group’s revenue was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.72 EPS. On average, sell-side analysts forecast that UBS Group AG will post 3.6 EPS for the current year.

UBS Group Company 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.