UBS Group AG $UBS Shares Sold by Bank of America Corp DE

Key Points

• Bank of America reduced its UBS stake by 9.8%, selling 1,053,388 shares and retaining 9.65 million shares worth approximately $377.2 million.
• Institutional sentiment was mixed: Amundi increased its UBS position by 16.9%, while several other funds also added shares during the first quarter.
• UBS shares opened at $52.76, near their 52-week high, but the bank’s latest quarterly EPS and revenue fell slightly short of analyst estimates. Analysts maintain a consensus “Hold” rating with a $60.30 price target.

Bank of America Corp DE reduced its stake in shares of UBS Group AG (NYSE:UBS - Free Report) by 9.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,654,984 shares of the bank's stock after selling 1,053,388 shares during the period. Bank of America Corp DE owned approximately 0.31% of UBS Group worth $377,220,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in UBS. Cim LLC increased its holdings in shares of UBS Group by 0.7% in the 1st quarter. Cim LLC now owns 50,095 shares of the bank's stock valued at $1,957,000 after purchasing an additional 332 shares in the last quarter. Arkadios Wealth Advisors boosted its holdings in UBS Group by 8.2% during the first quarter. Arkadios Wealth Advisors now owns 10,676 shares of the bank's stock worth $417,000 after buying an additional 810 shares in the last quarter. Amundi grew its position in UBS Group by 16.9% during the first quarter. Amundi now owns 23,294,847 shares of the bank's stock worth $910,130,000 after buying an additional 3,374,516 shares during the period. EverSource Wealth Advisors LLC grew its position in UBS Group by 45.2% during the first quarter. EverSource Wealth Advisors LLC now owns 19,605 shares of the bank's stock worth $766,000 after buying an additional 6,105 shares during the period. Finally, Quantinno Capital Management LP increased its holdings in UBS Group by 30.4% in the first 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 in the last quarter.

UBS Group Trading Up 0.0%

Shares of UBS opened at $52.76 on Monday. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.02 and a quick ratio of 1.19. The firm has a 50 day simple moving average of $50.27 and a 200-day simple moving average of $45.36. UBS Group AG has a 1-year low of $35.94 and a 1-year high of $55.15. The stock has a market cap of $164.81 billion, a price-to-earnings ratio of 17.94, a price-to-earnings-growth ratio of 0.82 and a beta of 1.18.

UBS Group (NYSE:UBS - Get Free Report) last issued its quarterly earnings data 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 analyst estimates of $13.40 billion. UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The company's revenue for the quarter was up 13.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.72 earnings per share. Equities analysts forecast that UBS Group AG will post 3.52 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

UBS has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of UBS Group in a research report on Monday, June 29th. Barclays upgraded UBS Group from an "underweight" rating to an "equal weight" rating in a report on Monday, April 20th. Zacks Research raised UBS Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Keefe, Bruyette & Woods cut UBS Group from a "hold" rating to a "moderate sell" rating in a report on Friday, June 19th. Finally, Wall Street Zen downgraded UBS Group from a "buy" rating to a "hold" rating in a research report on Sunday, July 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, UBS Group presently has a consensus rating of "Hold" and a consensus price target of $60.30.

Trending Headlines about 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

UBS Group Profile

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.

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