UBS Group (NYSE:UBS) Issues Quarterly Earnings Results

UBS Group (NYSE:UBS) issued its quarterly earnings data on Wednesday. The bank reported $0.87 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.03), FiscalAI reports. The company had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $13.40 billion. UBS Group had a return on equity of 10.45% and a net margin of 13.10%.The firm’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter last year, the company posted $0.72 earnings per share.

Here are the key takeaways from UBS Group’s conference call:

• Strong second-quarter profitability: Underlying pre-tax profit rose 45% year over year to CHF 3.9 billion, with a 16.4% return on CET1 capital and a 70% cost-income ratio. UBS said it is positioned to outperform its 2026 exit-rate return target.
• Global Wealth Management maintained strong momentum, generating CHF 36 billion in net new assets and record mandate penetration, while invested assets reached a group-record CHF 7.3 trillion. UBS raised its outlook for 2026 GWM net interest income growth to around 10%, supported by lending growth, U.S. dollar rates and deposit mix.
• Investment Bank results were exceptional: Revenue increased 31% to $3.7 billion and pre-tax profit more than doubled, led by record Global Markets and strong equities activity, particularly in APAC. UBS emphasized that the growth required only modest increases in risk-weighted assets and leverage exposure.
• Integration and capital returns remain on track: UBS has realized CHF 12.6 billion of cumulative gross cost savings, with more than 90% of expected acquisition synergies completed, and expects to substantially finish the integration by year-end. The bank launched a new CHF 3 billion share-repurchase program, with at least CHF 1 billion planned over the next three months, subject to performance, capital levels and Swiss regulatory deliberations.
• Risks remain in U.S. wealth management and the macro environment: Advisor attrition in the Americas remains elevated and previously announced departures are expected to weigh on flows for several more quarters, although UBS expects improvement in the second half. Management also flagged geopolitical uncertainty, volatile energy prices and potential shifts in inflation, rates and investor sentiment.

UBS Group Stock Down 1.4%

UBS Group stock traded down $0.74 during mid-day trading on Friday, hitting $52.65. The company had a trading volume of 950,140 shares, compared to its average volume of 2,419,547. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The stock’s 50 day moving average price is $50.15 and its two-hundred day moving average price is $45.32. UBS Group has a 12 month low of $35.94 and a 12 month high of $55.15. The company has a market capitalization of $164.46 billion, a PE ratio of 17.90, a price-to-earnings-growth ratio of 0.80 and a beta of 1.19.

Hedge Funds Weigh In On UBS Group

Large investors have recently modified their holdings of the stock. Compound Planning Inc. grew its holdings in shares of UBS Group by 7.6% during the fourth quarter. Compound Planning Inc. now owns 41,632 shares of the bank’s stock valued at $1,928,000 after buying an additional 2,953 shares during the last quarter. Invesco Ltd. boosted its stake in UBS Group by 23.3% during the 4th quarter. Invesco Ltd. now owns 2,195,330 shares of the bank’s stock valued at $101,666,000 after purchasing an additional 415,224 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in UBS Group by 12.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 99,400 shares of the bank’s stock valued at $4,603,000 after purchasing an additional 11,298 shares during the last quarter. EP Wealth Advisors LLC bought a new stake in shares of UBS Group in the 4th quarter worth $579,000. Finally, Mackenzie Financial Corp raised its stake in shares of UBS Group by 17.3% in the fourth quarter. Mackenzie Financial Corp now owns 926,692 shares of the bank’s stock worth $43,166,000 after purchasing an additional 137,009 shares during the last quarter.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Monday, July 20th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday. Finally, Barclays upgraded UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company 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.