UBS Group AG $UBS Stock Holdings Lessened by Groupe la Francaise

Key Points

• Groupe la Francaise reduced its UBS stake by 23% in the first quarter, selling 19,867 shares and retaining 66,548 shares valued at approximately $2.55 million. Other institutional investors made mixed moves, with several increasing their holdings.
• UBS shares opened at $52.76, near their one-year high of $55.15, while the bank reported quarterly revenue growth of 13.2% year over year. However, EPS of $0.87 and revenue of $13.35 billion slightly missed analyst expectations.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $60.30; UBS’s $3 billion buyback and strong investment-banking and wealth-management results are offset by capital concerns and a decline in adviser headcount.

Groupe la Francaise cut its stake in shares of UBS Group AG (NYSE:UBS - Free Report) by 23.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 66,548 shares of the bank's stock after selling 19,867 shares during the quarter. Groupe la Francaise's holdings in UBS Group were worth $2,548,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of UBS. AQR Capital Management LLC raised its holdings in UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank's stock worth $1,927,000 after buying an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank's stock worth $137,000 after buying an additional 708 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank's stock worth $1,279,000 after buying an additional 1,267 shares during the period. Focus Partners Wealth increased its position in shares of UBS Group by 11.6% in the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank's stock worth $432,000 after acquiring an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its holdings in shares of UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank's stock valued at $46,000 after acquiring an additional 573 shares during the period.

UBS Group News Summary

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 Stock Performance

Shares of NYSE UBS opened at $52.76 on Friday. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.02 and a quick ratio of 1.19. UBS Group AG has a one year low of $35.94 and a one year high of $55.15. The business's 50-day moving average price is $50.27 and its two-hundred day moving average price is $45.38. The company has a market capitalization of $164.81 billion, a P/E ratio of 17.94, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a net margin of 13.10% and a return on equity of 10.50%. The firm had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $13.40 billion. During the same period in the previous year, the firm posted $0.72 EPS. The company's quarterly revenue was up 13.2% compared to the same quarter last year. Analysts anticipate that UBS Group AG will post 3.52 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Zacks Research raised shares of UBS Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 13th. Weiss Ratings downgraded UBS Group from a "buy (b+)" rating to a "buy (b)" rating in a report on Monday, May 4th. Citigroup restated a "neutral" rating on shares of UBS Group in a research report on Monday, July 20th. Barclays raised UBS Group from an "underweight" rating to an "equal weight" rating in a research note on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of UBS Group in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, UBS Group has a consensus rating of "Hold" and an average target price of $60.30.

About UBS Group

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.

Want to see what other hedge funds are holding UBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UBS Group AG (NYSE:UBS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.