UBS Group (NYSE:UBS) Downgraded by Zacks Research to Hold

Zacks Research downgraded shares of UBS Group (NYSE:UBSFree Report) from a strong-buy rating to a hold rating in a research report sent to investors on Tuesday morning,Zacks reports.

A number of other brokerages have also weighed in on UBS. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research note on Wednesday, August 5th. Keefe, Bruyette & Woods lowered shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Wall Street Zen downgraded UBS Group from a “buy” rating to a “hold” rating in a research note on Sunday, July 26th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Four equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $60.30.

View Our Latest Research Report on UBS Group

UBS Group Price Performance

UBS Group stock opened at $54.95 on Tuesday. The firm has a market capitalization of $171.67 billion, a P/E ratio of 18.69, a PEG ratio of 0.81 and a beta of 1.19. The business has a 50-day moving average of $52.72 and a 200-day moving average of $46.56. 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 has a 1 year low of $36.29 and a 1 year high of $55.99.

UBS Group (NYSE:UBSGet Free Report) last posted 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 the consensus estimate of $13.40 billion. During the same quarter in the prior year, the firm posted $0.72 earnings per share. The business’s revenue was up 13.2% on a year-over-year basis. On average, equities analysts anticipate that UBS Group will post 3.61 EPS for the current year.

Institutional Trading of UBS Group

Several institutional investors and hedge funds have recently bought and sold shares of UBS. Leonteq Securities AG bought a new stake in UBS Group in the 4th quarter valued at $16,512,000. Havemeyer Place LP bought a new position in shares of UBS Group in the 4th quarter valued at $1,085,000. Allspring Global Investments Holdings LLC bought a new position in shares of UBS Group in the first quarter worth about $1,740,000. SEB Asset Management AB acquired a new position in shares of UBS Group during the first quarter worth $44,326,000. Finally, Generali Asset Management SPA SGR raised its position in UBS Group by 6.1% in the fourth quarter. Generali Asset Management SPA SGR now owns 2,480,242 shares of the bank’s stock valued at $114,860,000 after purchasing an additional 142,490 shares during the last quarter.

Key UBS Group News

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

  • Positive Sentiment: UBS is expanding its Southern California wealth-management presence with a new Irvine office and additional Los Angeles-area hires. The move supports growth in a key U.S. market and could strengthen recurring fee revenue over time. UBS expands in Southern California with Irvine office and LA hires
  • Positive Sentiment: UBS joined 20 other financial institutions in a planned dollar stablecoin venture targeted for launch in the first half of 2027. Participation could give the bank exposure to faster-growing digital-payment and settlement markets, although revenue benefits remain uncertain. Goldman, Citi, UBS Join 21-Firm Push for Dollar Stablecoin by 2027
  • Neutral Sentiment: UBS launched nine cash tender offers totaling up to about $6 billion for legacy Credit Suisse debt and announced redemption of certain dollar- and pound-denominated senior notes. The transactions may simplify the balance sheet and reduce legacy risk, but they also require substantial capital deployment. UBS Launches Nine-Trench Tender Offer for Legacy Credit Suisse Debt
  • Neutral Sentiment: UBS received attention for upgrading Nu Holdings and raising its ASML price target, highlighting continued research activity and exposure to growth sectors, but these calls do not directly change UBS’s earnings outlook.
  • Negative Sentiment: Swiss lawmakers’ support for tighter bank-capital requirements and an ongoing dispute with the Swiss finance minister create regulatory uncertainty. Higher capital requirements could constrain returns, distributions, or growth at UBS. Swiss Finance Minister Hits Back After Lawmakers Hand Win to UBS

UBS Group Company Profile

(Get 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.

See Also

Analyst Recommendations for UBS Group (NYSE:UBS)

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