UBS Group AG (NYSE:UBS) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of UBS Group AG (NYSE:UBS) have been assigned a consensus rating of “Moderate Buy” from the eleven research firms that are presently covering the firm, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, five have given a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $60.30.

A number of equities research analysts have weighed in on UBS shares. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and boosted their target price for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Monday, November 3rd. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th.

More UBS Group News

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

• Positive Sentiment: Bank of America (and other brokers) continues to view UBS as having integration-driven profitability upside and capacity for capital returns, supporting Buy ratings and positive analyst momentum for the stock. UBS: Integration-Driven Profitability Upside and Capital Returns Support Buy Rating Through 2026
• Positive Sentiment: UBS research and senior executives are highlighting gold and commodities as beneficiaries of bond-market stress; stronger commodity views can help UBS’s trading and asset‑management revenue if the themes persist. Bond fears are boosting gold prices, 2026 gains will be found in commodities rather than tech – UBS’ Michael Zinn
• Positive Sentiment: UBS equity research is active and lifting/adjusting targets across coverage (example: L3Harris target nudged higher), which keeps the bank visible to institutional clients and supports fee business. UBS, RBC Capital Hike Price Targets on L3Harris Technologies, Inc. (LHX)
• Neutral Sentiment: UBS CEO Sergio Ermotti’s public warnings (at Davos) against “selling America” and commentary on market normalization keep UBS prominent in macro conversations but are more reputational than near‑term earnings drivers. Selling America is a ‘dangerous bet,’ UBS CEO warns as markets panic
• Neutral Sentiment: UBS has reduced holdings in a few small listed positions (Boss Energy, Vista Group), falling below substantial‑holder thresholds — routine portfolio housekeeping with limited impact on UBS consolidated results. UBS Group AG Ceases to Be Substantial Shareholder in Boss Energy
• Negative Sentiment: UBS lost a wealth‑management team in Syracuse with about $770 million in client assets to RBC — tangible AUM and fee revenue outflows that weigh on growth in the wealth business if the trend continues. RBC nabs $770 million UBS team in Syracuse
• Negative Sentiment: UBS disclosed the board is considering external candidates to succeed CEO Sergio Ermotti, introducing succession uncertainty that can create short‑term governance and strategy questions for investors. UBS also considering external CEO candidates, Bloomberg News reports

Institutional Investors Weigh In On UBS Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in UBS. Parallel Advisors LLC grew its holdings in shares of UBS Group by 1.9% in the third quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock valued at $611,000 after purchasing an additional 271 shares in the last quarter. Perigon Wealth Management LLC lifted its position in UBS Group by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock valued at $350,000 after purchasing an additional 284 shares during the last quarter. Checchi Capital Advisers LLC grew its stake in shares of UBS Group by 1.2% in the 3rd quarter. Checchi Capital Advisers LLC now owns 24,868 shares of the bank’s stock worth $1,020,000 after buying an additional 287 shares in the last quarter. Allworth Financial LP increased its holdings in shares of UBS Group by 4.2% in the 3rd quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock worth $292,000 after buying an additional 288 shares during the last quarter. Finally, Coldstream Capital Management Inc. lifted its holdings in shares of UBS Group by 1.1% in the 2nd quarter. Coldstream Capital Management Inc. now owns 26,179 shares of the bank’s stock valued at $885,000 after acquiring an additional 290 shares during the last quarter.

UBS Group Price Performance

UBS opened at $47.47 on Thursday. The firm has a market cap of $148.29 billion, a PE ratio of 21.38, a P/E/G ratio of 0.44 and a beta of 1.12. The stock has a 50-day moving average price of $43.39 and a 200-day moving average price of $40.58. UBS Group has a 1 year low of $25.75 and a 1 year high of $48.43. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.48 by $0.28. The company had revenue of $12.76 billion during the quarter, compared to the consensus estimate of $9.68 billion. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.43 earnings per share. Sell-side analysts predict that UBS Group will post 1.9 earnings per share for the current fiscal year.

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.