UBS Group AG $UBS Stock: Bank Julius Baer & Co. Ltd Zurich Raises Position

Key Points

• Bank Julius Baer increased its UBS stake by 1.5% in the third quarter, adding 84,207 shares to hold 5.69 million shares valued at approximately $274.3 million. Several other institutional investors also expanded their positions.
• UBS reported third-quarter revenue of $13.39 billion, beating estimates and rising 9.7% year over year, while Credit Suisse integration advanced toward its final stage. However, EPS of $0.85 missed the $0.91 consensus estimate.
• UBS shares opened at $47.66, below the 50-day average of $50.23, while analysts maintain a consensus “Hold” rating with an average price target of $60.30; regulatory uncertainty over a potential relocation remains a risk.

Bank Julius Baer & Co. Ltd Zurich boosted its position in shares of UBS Group AG (NYSE:UBS - Free Report) by 1.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,685,219 shares of the bank's stock after purchasing an additional 84,207 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich owned approximately 0.18% of UBS Group worth $274,344,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Assenagon Asset Management S.A. boosted its position in UBS Group by 43.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 23,716,879 shares of the bank's stock valued at $1,144,417,000 after purchasing an additional 7,180,461 shares during the period. Amundi lifted its position in UBS Group by 16.9% during the 1st 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 in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in UBS Group by 7.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 18,850,928 shares of the bank's stock valued at $728,340,000 after buying an additional 1,323,586 shares during the period. Ninety One UK Ltd lifted its position in UBS Group by 4.7% in the 3rd quarter. Ninety One UK Ltd now owns 7,469,509 shares of the bank's stock valued at $360,437,000 after acquiring an additional 336,264 shares in the last quarter. Finally, WCM Investment Management LLC raised its holdings in UBS Group by 12.3% during the first quarter. WCM Investment Management LLC now owns 5,850,200 shares of the bank's stock worth $214,527,000 after acquiring an additional 639,111 shares in the last quarter.

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

UBS Group Price Performance

Shares of UBS stock opened at $47.66 on Monday. UBS Group AG has a 1-year low of $36.29 and a 1-year high of $55.99. The stock's fifty day moving average price is $50.23 and its 200 day moving average price is $47.12. The company has a market cap of $148.89 billion, a price-to-earnings ratio of 15.73, a price-to-earnings-growth ratio of 0.71 and a beta of 1.19.

UBS Group (NYSE:UBS - Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The bank reported $0.85 EPS for the quarter, missing analysts' consensus estimates of $0.91 by ($0.06). UBS Group had a return on equity of 10.77% and a net margin of 13.36%. The company had revenue of $13.39 billion for the quarter, compared to analysts' expectations of $13.07 billion. During the same quarter in the previous year, the business posted $0.76 EPS. The business's quarterly revenue was up 9.7% compared to the same quarter last year. As a group, equities research analysts anticipate that UBS Group AG will post 3.63 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. DZ Bank restated a "buy" rating on shares of UBS Group in a research report on Thursday, July 30th. Citigroup reaffirmed a "neutral" rating on shares of UBS Group in a research report on Monday, July 20th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of UBS Group in a research report on Thursday. Morgan Stanley restated an "underweight" rating on shares of UBS Group in a research report on Wednesday, September 2nd. Finally, Royal Bank Of Canada reaffirmed a "buy" rating on shares of UBS Group in a research note on Monday, September 28th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, UBS Group presently has a consensus rating of "Hold" and an average target price of $60.30.

UBS Group Company 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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