28,516 Shares of UBS Group AG $UBS Bought by Farther Finance Advisors LLC

Key Points

• Farther Finance Advisors acquired 28,516 UBS Group shares in the third quarter, valued at approximately $1.37 million. Several other institutional investors also initiated or increased positions.
• UBS reported quarterly earnings of $0.87 per share, below the $0.90 consensus estimate, while revenue rose 13.2% year over year to $13.35 billion.
• Analyst sentiment remains mixed, with UBS holding an average “Hold” rating and an average price target of $60.30, compared with a recent share price of $47.78.

Farther Finance Advisors LLC bought a new stake in UBS Group AG (NYSE:UBS - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 28,516 shares of the bank's stock, valued at approximately $1,372,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Titleist Asset Management LLC acquired a new position in shares of UBS Group in the third quarter valued at approximately $305,000. Avidian Wealth Enterprises LLC acquired a new stake in UBS Group during the third quarter worth approximately $201,000. Valeo Financial Advisors LLC grew its stake in UBS Group by 16.4% in the 3rd quarter. Valeo Financial Advisors LLC now owns 14,728 shares of the bank's stock worth $709,000 after acquiring an additional 2,079 shares during the period. Miller Global Investments LLC purchased a new stake in UBS Group in the 3rd quarter worth approximately $133,000. Finally, Versant Capital Management Inc raised its holdings in UBS Group by 2.2% in the 3rd quarter. Versant Capital Management Inc now owns 24,041 shares of the bank's stock valued at $1,157,000 after acquiring an additional 509 shares during the last quarter.

UBS Group Price Performance

NYSE UBS opened at $47.78 on Friday. UBS Group AG has a 12 month low of $36.29 and a 12 month high of $55.99. The company has a 50-day moving average of $51.67 and a 200-day moving average of $48.92. The company has a market cap of $149.28 billion, a P/E ratio of 16.04, a P/E/G ratio of 0.71 and a beta of 1.21.

UBS Group (NYSE:UBS - Get Free Report) last announced its quarterly earnings data 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 company had revenue of $13.35 billion for the quarter, compared to analysts' expectations of $13.40 billion. During the same quarter in the previous year, the company earned $0.72 earnings per share. The company's revenue was up 13.2% on a year-over-year basis. As a group, equities research analysts anticipate that UBS Group AG will post 3.59 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have weighed in on UBS shares. Citigroup reissued a "neutral" rating on shares of UBS Group in a research note on Monday, July 20th. Weiss Ratings restated a "buy (b)" rating on shares of UBS Group in a report on Friday, July 31st. Morgan Stanley reaffirmed an "underweight" rating on shares of UBS Group in a research report on Wednesday, September 2nd. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of UBS Group in a research report on Wednesday, September 23rd. Finally, DZ Bank reiterated a "buy" rating on shares of UBS Group in a research note on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, UBS Group presently has an average rating of "Hold" and an average price target of $60.30.

Key UBS Group News

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

• Positive Sentiment: Switzerland’s top court overturned a lower-court decision involving bonuses withheld from former Credit Suisse bankers after UBS’s takeover. The ruling supports UBS and the government’s position, potentially limiting compensation-related liabilities from the integration. Credit Suisse bankers denied bonuses stripped after UBS takeover
• Neutral Sentiment: UBS is reportedly considering options including moving its headquarters outside Switzerland or merging with another bank if proposed capital rules become more demanding. The comments highlight UBS’s efforts to manage regulatory costs, but the potential relocation or merger also introduces substantial execution and political uncertainty. UBS mulls options including shifting headquarters, merger with another bank
• Neutral Sentiment: UBS extended its forecast for the Federal Reserve’s tightening cycle and now expects a March rate increase following an inflation surprise. The view could affect market expectations for rates, funding costs and trading conditions, but it is a macroeconomic forecast rather than a change to UBS’s own operations. UBS extends Fed tightening cycle forecast
• Neutral Sentiment: Glencore repurchased and canceled 2.64 million shares from UBS in an off-market transaction. The deal appears to be routine execution of a client share buyback rather than a material earnings catalyst for UBS. Glencore cancels shares in ongoing buyback from UBS
• Negative Sentiment: BNP Paribas hired dealmakers from Santander and UBS to expand its U.K. mergers-and-acquisitions advisory team. The departures could modestly increase competitive pressure and raise concerns about retaining UBS investment-banking talent. BNP Paribas hires UBS dealmakers
• Negative Sentiment: Erste Group Bank made marginal cuts to its UBS earnings forecasts, lowering estimates to $3.66 per share for fiscal 2026 and $4.29 for fiscal 2027. Although both remain above the broader current-year consensus of $3.59, the revisions signal slightly softer expectations.

UBS Group Profile

UBS Group AG NYSE: UBS is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.

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