149,000 Shares in UBS Group AG $UBS Acquired by Inspire Trust Co. N.A.

Inspire Trust Co. N.A. purchased a new stake in shares of UBS Group AG (NYSE:UBS) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 149,000 shares of the bank’s stock, valued at approximately $7,171,000.

Several other large investors have also added to or reduced their stakes in the company. Pinnacle Wealth Planning Services Inc. boosted its position in shares of UBS Group by 1.6% in the third quarter. Pinnacle Wealth Planning Services Inc. now owns 13,525 shares of the bank’s stock worth $651,000 after purchasing an additional 219 shares during the period. Net Worth Advisory Group raised its position in shares of UBS Group by 1.5% during the 3rd quarter. Net Worth Advisory Group now owns 18,224 shares of the bank’s stock valued at $867,000 after purchasing an additional 277 shares during the period. Trust Point Inc. raised its position in shares of UBS Group by 2.1% during the 2nd quarter. Trust Point Inc. now owns 13,926 shares of the bank’s stock valued at $690,000 after purchasing an additional 288 shares during the period. Cim LLC lifted its stake in shares of UBS Group by 0.7% during the 1st quarter. Cim LLC now owns 50,095 shares of the bank’s stock valued at $1,957,000 after buying an additional 332 shares in the last quarter. Finally, MGO One Seven LLC lifted its stake in shares of UBS Group by 2.8% during the 3rd quarter. MGO One Seven LLC now owns 12,409 shares of the bank’s stock valued at $597,000 after buying an additional 335 shares in the last quarter.

Analysts Set New Price Targets

UBS has been the subject of several recent analyst reports. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Bank of America reissued a “buy” rating on shares of UBS Group in a report on Tuesday, September 1st. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of UBS Group in a research note on Wednesday, September 23rd. Royal Bank Of Canada reiterated a “buy” rating on shares of UBS Group in a research report on Monday, September 28th. Finally, Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Wednesday, September 2nd. Six investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $60.30.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS repurchased $4.8 billion of shares year to date, while Global Wealth Management attracted $55 billion in net inflows. Buybacks can support per-share value, and inflows may bolster recurring fee revenue. UBS: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: UBS sees European stocks gaining about 13% by the end of 2027. This is a constructive market view that could support client investment activity and wealth-management demand, but it is not a forecast for UBS shares. UBS, Europe’s Biggest Stock Bull, Sees 13% Gain By End of 2027
• Neutral Sentiment: UBS’s latest disclosed fund holdings include new positions in Exxon Mobil, Sky Harbor and ONEOK, and a reported 5.46% capital interest in QIAGEN. These are portfolio disclosures—not necessarily investments made with UBS’s own capital—and offer limited direct evidence about the bank’s near-term earnings. UBS Group AG’s Exxon Mobil position
• Negative Sentiment: CEO Sergio Ermotti said AI stocks had been priced for “perfection” before a sharp correction, and noted uncertainty around the AI buildout. Continued market volatility could weigh on investor confidence and client activity, though the comments do not indicate a UBS-specific earnings change. UBS CEO on AI stock correction

UBS Group Stock Up 0.4%

UBS opened at $49.17 on Wednesday. The firm has a 50-day simple moving average of $49.44 and a two-hundred day simple moving average of $47.17. UBS Group AG has a 52 week low of $36.29 and a 52 week high of $55.99. The company has a market capitalization of $153.59 billion, a PE ratio of 16.16, a price-to-earnings-growth ratio of 0.72 and a beta of 1.19.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, October 28th. The bank reported $0.85 earnings per share 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 analysts’ expectations of $13.07 billion. During the same quarter in the previous year, the business earned $0.76 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, sell-side analysts expect that UBS Group AG will post 3.65 earnings per share for the current year.

UBS Group Profile

UBS Group AG is a Swiss financial services company providing wealth management, banking, asset management and investment banking services to individuals, businesses, institutions and governments. It has a strong presence in Switzerland and serves clients in markets around the world. The company’s businesses include Global Wealth Management, Swiss Personal & Corporate Banking, Asset Management and the Investment Bank. Its services include financial planning and investment advice, lending and deposit products, portfolio and fund management, and capital markets and advisory services.