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UBSUBS Group AG RegisteredHold5.8·$53.34+2.98%
HoldModerate Confidence
Investment thesis

UBS Group offers attractive valuation at 12x forward earnings with a PEG of 0.90 and rising on-balance volume above its 200-day moving average, but having already exceeded its analyst price target by 15.5%, the stock offers no near-term asymmetric entry point.

Thesis pillars

  • Attractive Valuation 12x ForwardStable
  • Above 200 Day Volume AccumulationImproving
  • Piotroski 7 Strong MarginsStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

UBS Group AG Registered (UBS) Stock Analysis

HoldGrowthModerate Confidence

Financial Services · Banks - Diversified

Hold if already holding. Not a fresh buy at $53.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away).

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services,... Read more

$53.34-16.9% A.UpsideScore 5.8/10#7 of 19 Banks - Diversified
QualityF-score7 / 9FCF yield
IncomeYield2.11%(5y avg 2.14%)Payout32.26%sustainable
Stop $50.93Target $54.05(resistance)A.R:R -3.2:1
Analyst target$52.20-2.1%3 analysts
$54.05our TP
$53.34price
$52.20mean
$44
$63

Hold if already holding. Not a fresh buy at $53.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.8/10, moderate confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-31
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 2026· next earnings call

Thesis

Rewards
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Near 52-week high (3.2% away)
Earnings estimates trending DOWN

Key Metrics

P/E (TTM)18.6
P/E (Fwd)12.6
Mkt Cap$169.8B
EV/EBITDA
Profit Mgn17.8%
ROE10.2%
Rev Growth13.8%
Beta0.83
Dividend2.11%
Rating analysts25

Quality Signals

Piotroski F7/9

Options Flow

P/C0.48bullish
IV39%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.1
Value Rank
3.7
Growth Rank
5.0
GatesMomentum 4.4<4.5A.R:R -3.2=NEGATIVEInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
55 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $50.60Resistance $55.15

Price Targets

$51
$54
A.Upside-16.9%
A.R:R-3.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-16.9% upside)
! momentum at 4.4 (below the engine's 4.5 threshold)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is UBS stock a buy right now?

Hold if already holding. Not a fresh buy at $53.34, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $54.05 (+1.3%), stop $50.93 (−4.7%), A.R:R -3.2:1. Score 5.8/10, moderate confidence.

What is the UBS stock price target?

Take-profit target: $54.05 (-16.9% upside). Target $54.05 (+1.3%), stop $50.93 (−4.7%), A.R:R -3.2:1. Stop-loss: $50.93.

What are the risks of investing in UBS?

Analyst target reached - limited upside remaining; Near 52-week high (3.2% away); Earnings estimates trending DOWN.

Is UBS overvalued or undervalued?

UBS Group AG Registered trades at a P/E of 18.6 (forward 12.6). TrendMatrix value score: 6.8/10. Verdict: Hold.

What do analysts say about UBS?

25 analysts cover UBS with a consensus score of 3.7/5. Average price target: $52.

What does UBS Group AG Registered do?UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth...

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers. Its Personal & Corporate Banking segment provides banking, retirement, financing, investments, and strategic transactions to private, corporate, and institutional customers through its branch network and digital channels in Switzerland. The Asset Management segment offers diversified asset management services. Its Investment Bank segment provides equities, foreign exchange, precious metals, research, advisory, and capital markets services to institutional, corporate, financial sponsor, and Global Wealth Management customers, as well as focused rates and credit platform. The company also offers lending products, such as securities-based lending, mortgages, structured products, and tailored solutions; collateralized lending residential and commercial real estate, primarily against securities, residential and commercial real estate, other real assets (such as ships and aircraft), private market and hedge fund interest; and unsecured lending. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.

Related stocks: JPM (JP Morgan Chase & Co.) · BAC (Bank of America Corporation) · C (Citigroup, Inc.) · WFC (Wells Fargo & Company) · BCS (Barclays PLC)
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