29,175 Shares of UBS Group AG $UBS Acquired by CHICAGO TRUST Co NA

Key Points

• CHICAGO TRUST Co NA acquired 29,175 UBS shares during the third quarter, valued at approximately $1.404 million. Several other institutional investors also initiated or increased positions in UBS.
• UBS reported strong quarterly revenue of $13.39 billion, up 9.7% year over year and above estimates, while Credit Suisse integration advances toward its final stage. However, EPS of $0.85 missed the $0.91 consensus.
• Analyst sentiment is mixed: Bank of America and JPMorgan maintained Buy ratings, while Morgan Stanley remains Underweight. UBS has an overall “Hold” consensus rating and a $60.30 average price target.

CHICAGO TRUST Co NA purchased a new position in shares of UBS Group AG (NYSE:UBS - Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 29,175 shares of the bank's stock, valued at approximately $1,404,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. SEB Asset Management AB acquired a new stake in UBS Group during the first quarter worth about $44,326,000. Allspring Global Investments Holdings LLC acquired a new stake in UBS Group during the 1st quarter worth $1,740,000. Quantinno Capital Management LP grew its position in UBS Group by 30.4% in the 1st quarter. Quantinno Capital Management LP now owns 618,683 shares of the bank's stock valued at $24,172,000 after buying an additional 144,200 shares during the last quarter. Mediolanum International Funds Ltd lifted its holdings in shares of UBS Group by 8.8% in the 1st quarter. Mediolanum International Funds Ltd now owns 588,312 shares of the bank's stock valued at $21,739,000 after buying an additional 47,444 shares during the period. Finally, Tidal Investments LLC purchased a new stake in shares of UBS Group during the 2nd quarter worth $8,299,000.

Trending Headlines about UBS Group

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

• Positive Sentiment: Strong third-quarter results and integration progress: UBS reported third-quarter revenue of $13.39 billion, above the $13.07 billion consensus estimate, while revenue increased 9.7% year over year. Management indicated that the Credit Suisse integration is entering its final stage, supporting expectations for continued cost savings and operational efficiencies. UBS Posts Strong Q3 2026 Results as Credit Suisse Integration Enters Final Stage
• Positive Sentiment: Analyst support remains favorable: A Seeking Alpha analysis reaffirmed a “Buy” view, citing the results and progress in integrating Credit Suisse. This may help offset concerns from the quarterly EPS shortfall. UBS Reaffirmed As Buy After Q3 Results Impress
• Neutral Sentiment: Business expansion activity: UBS announced developments involving its Miami and Naples wealth-management offices. The moves indicate continued investment in its U.S. advisory network but are unlikely to materially affect near-term earnings. UBS Miami Office Welcomes
• Negative Sentiment: EPS missed expectations: UBS posted quarterly EPS of $0.85, below the $0.91 analyst consensus, despite beating revenue estimates. The earnings miss may be prompting some profit-taking.
• Negative Sentiment: Relocation uncertainty: Swiss authorities are assessing the potential difficulties of UBS relocating, creating uncertainty around regulatory requirements, implementation costs and the bank’s long-term structure. Swiss Assess Potential UBS Relocation

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Bank of America reiterated a "buy" rating on shares of UBS Group in a research report on Tuesday, September 1st. JPMorgan Chase & Co. reissued a "buy" rating on shares of UBS Group in a research note on Wednesday, September 23rd. Wall Street Zen lowered UBS Group from a "buy" rating to a "hold" rating in a research report on Sunday, July 26th. Weiss Ratings reissued a "buy (b)" rating on shares of UBS Group in a research report on Thursday. Finally, Morgan Stanley restated an "underweight" rating on shares of UBS Group in a research note on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $60.30.

UBS Group Price Performance

UBS opened at $47.66 on Friday. UBS Group AG has a fifty-two week low of $36.29 and a fifty-two week high of $55.99. The business has a 50-day moving average of $50.23 and a 200-day moving average of $47.12. The company has a market capitalization of $148.89 billion, a PE ratio of 15.73, a price-to-earnings-growth ratio of 0.72 and a beta of 1.21.

UBS Group (NYSE:UBS - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The bank reported $0.85 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.91 by ($0.06). UBS Group had a net margin of 13.36% and a return on equity of 10.77%. The firm had revenue of $13.39 billion for the quarter, compared to the consensus estimate of $13.07 billion. During the same quarter last year, the company earned $0.76 earnings per share. The firm's revenue was up 9.7% on a year-over-year basis. On average, equities research analysts expect that UBS Group AG will post 3.59 earnings per share for the current fiscal year.

UBS Group Profile

UBS Group AG is a Switzerland-based global financial services company serving private, institutional and corporate clients. The company provides wealth management, asset management, investment banking and personal and corporate banking services. Its offerings include investment advice, portfolio management, lending, securities and foreign exchange services, financial planning, and banking products for individuals and businesses.

UBS operates through four principal business areas: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.

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