UBS Group (NYSE:UBS) Hits New 1-Year High – Here’s Why

UBS Group AG (NYSE:UBS) shares hit a new 52-week high during trading on Tuesday . The stock traded as high as $49.36 and last traded at $48.8260, with a volume of 460755 shares traded. The stock had previously closed at $48.03.

Key UBS Group News

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

• Positive Sentiment: UBS research says European stocks are “finally” improving and lists names with more than 50% upside — this bullish view from UBS’s research team supports market optimism and highlights the firm’s influence in equity flows and advisory activity. Article Title
• Positive Sentiment: UBS co-underwrote a $400M+ recap for Aidacare with Bain Capital Credit — a deal-led revenue event that supports investment banking/markets fee income. Article Title
• Positive Sentiment: Four UBS financial-advisor teams in the Southeast ranked #1 by Forbes/SHOOK — positive for wealth-management reputation, client retention and recurring fee income. Article Title
• Positive Sentiment: UBS analysts reiterated a Buy on Nvidia — a high-profile call that keeps UBS in headlines and may boost perception of its equity research platform. Article Title
• Neutral Sentiment: UBS disclosed it cut its stake in EROAD below the substantial-shareholding threshold — a routine portfolio/position adjustment that frees capital but is not material to UBS’s core results. Article Title
• Neutral Sentiment: UBS upgraded/covered names such as Vista Energy — another example of UBS research activity that drives flow and client engagement but does not directly move UBS’s earnings. Article Title
• Negative Sentiment: UBS downgraded British Land (citing AI-driven weakness in UK offices) — a cautious macro/property view that could signal weaker deal pipelines and trading in real-estate-related sectors. Article Title
• Negative Sentiment: UBS and other banks lowered price targets on telecom/infrastructure names (Charter, Crown Castle, American Tower) — sector downgrades can reflect a more cautious revenue outlook for coverage/underwriting in those industries. Article Title

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on UBS shares. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. BNP Paribas Exane lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Thursday. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UBS Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Stock Performance

The company has a 50-day moving average price of $43.93 and a two-hundred day moving average price of $40.88. The company has a market capitalization of $153.53 billion, a PE ratio of 22.13, a PEG ratio of 0.44 and a beta of 1.12. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69.

UBS Group (NYSE:UBS) last released its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, topping analysts’ consensus estimates of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The business had revenue of $12.76 billion during the quarter, compared to analysts’ expectations of $9.68 billion. During the same quarter in the previous year, the company earned $0.43 EPS. The business’s quarterly revenue was up 4.3% compared to the same quarter last year. Analysts predict that UBS Group AG will post 1.9 EPS for the current fiscal year.

Institutional Trading of UBS Group

Several hedge funds have recently bought and sold shares of the stock. Flagship Wealth Advisors LLC purchased a new position in shares of UBS Group in the third quarter worth $29,000. Twin Peaks Wealth Advisors LLC purchased a new position in UBS Group during the second quarter worth $33,000. Larson Financial Group LLC grew its holdings in UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after purchasing an additional 445 shares during the last quarter. Private Trust Co. NA grew its stake in shares of UBS Group by 75.2% during the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after buying an additional 366 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new position in shares of UBS Group in the third quarter worth about $37,000.

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.