UBS Group’s (UBS) “Neutral” Rating Reiterated at The Goldman Sachs Group

The Goldman Sachs Group reissued their neutral rating on shares of UBS Group (NYSE:UBS) in a research note issued to investors on Friday, MarketBeat.com reports.

Other equities analysts have also recently issued reports about the company. BNP Paribas Exane cut UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Finally, Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, UBS Group currently has an average rating of “Moderate Buy” and an average price target of $60.30.

UBS Group Stock Performance

UBS Group stock opened at $43.93 on Friday. The firm has a fifty day simple moving average of $45.55 and a two-hundred day simple moving average of $41.54. The company has a quick ratio of 1.03, a current ratio of 1.02 and a debt-to-equity ratio of 3.63. UBS Group has a twelve month low of $25.75 and a twelve month high of $49.36. The company has a market capitalization of $137.24 billion, a PE ratio of 18.61, a P/E/G ratio of 0.43 and a beta of 1.12.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate of $0.25 by $0.12. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The firm had revenue of $12.20 billion for the quarter, compared to the consensus estimate of $9.88 billion. During the same quarter in the previous year, the business earned $0.23 earnings per share. The company’s quarterly revenue was up 10.3% on a year-over-year basis. Research analysts expect that UBS Group will post 1.9 EPS for the current year.

UBS Group Announces Dividend

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be paid a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd.

Institutional Trading of UBS Group

Several large investors have recently bought and sold shares of the company. Flagship Wealth Advisors LLC bought a new position in shares of UBS Group in the 3rd quarter worth approximately $29,000. Navalign LLC bought a new position in UBS Group in the fourth quarter worth $32,000. Twin Peaks Wealth Advisors LLC bought a new position in UBS Group in the second quarter worth $33,000. Larson Financial Group LLC lifted its position in UBS Group by 118.4% during the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after buying an additional 445 shares during the period. Finally, Private Trust Co. NA boosted its holdings in shares of UBS Group by 75.2% during the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after buying an additional 366 shares in the last quarter.

UBS Group News Roundup

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

• Positive Sentiment: UBS published its fourth‑quarter 2025 results and announced a $3 billion buyback (with the possibility of more). The combination of a results beat and a buyback supports EPS and capital-return expectations. UBS published its fourth-quarter 2025 results
• Positive Sentiment: UBS is moving to build digital‑asset infrastructure and explore bitcoin services for individual clients — a potential new revenue line if product rollout and regulatory clarity progress. UBS to Build Digital-Asset Infrastructure, Eyes Bitcoin Services for Individuals
• Neutral Sentiment: The Goldman Sachs team reaffirmed a Neutral rating on UBS, reflecting mixed analyst views that can limit immediate analyst-driven momentum. Finviz
• Neutral Sentiment: UBS disclosed it has ceased to be a substantial shareholder in Aeris Resources and Dalrymple Bay Infrastructure — routine portfolio moves that slightly reduce cross‑holdings risk but are unlikely to move UBS’s valuation materially. UBS Group AG Ceases to Be Substantial Shareholder in Aeris Resources UBS Group AG Exits Substantial Shareholder Position in Dalrymple Bay Infrastructure
• Neutral Sentiment: Switzerland’s supervisor (FINMA) says proposed capital rules targeted at UBS are proportionate — regulatory clarity reduces tail‑risk but could still require capital / structural adjustments. Proposed UBS regulation targeted and focused, says Swiss banking supervisor
• Negative Sentiment: UBS shares remain under pressure from wealth‑management outflows in the U.S.; investors are focused on whether client flows stabilize, which is weighing on the stock despite the buyback. UBS shares remain subdued on wealth management outflows, despite BofA backing
• Negative Sentiment: Broader crypto weakness (whales/ETFs selling) and UBS’s public caution — “crypto is not an asset” — could slow uptake of any crypto services and depress near‑term revenue expectations for digital‑asset initiatives. Bitcoin whales and ETFs are baling out of the market; UBS warns ‘crypto is not an asset’

UBS Group Company Profile

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.