NYSE:UBS

UBS Group AG (UBS)

49.09
-0.85 (1.70%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

UBS Group AG has recently received attention for its strategic acquisition of Credit Suisse, which is being viewed positively as it offers a robust growth engine for the company. Experts have noted that the market performance of UBS shares has been strong, reflecting investor confidence and the successful integration of Credit Suisse into UBS's operations. However, there is a cautionary note regarding the high valuation of the stock at present. Some analysts suggest that taking profits at this stage might be a prudent decision for investors who have already benefited from UBS's upward trajectory. Overall, the sentiment is generally optimistic, but with a hint of advice to be cautious about entering at current price levels.

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Consensus
Mixed
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Valuation
Overvalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 15/21, Up 19.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UBS has triggered its stop at $18. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 19%, when combined with the previous recommendation to cover half the position.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 22/21, Up 34.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UBS is progressing well. We now recommend trailing up the stop (from $15.50) to $18.00. If triggered this would all but guarantee an investment return of 19%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 15/21, Up 19.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UBS is progressing well and has reached its $18.00 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $13.50) to $15.50 -- just above the original recommended entry level.
BUY
Tried to expand into investment banking but had a difficult time through 2008. Focusing on its wealth management business, and that's why it has a high multiple. Relatively low payout ratio, bad debt situation has improved. Good company.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly UBS is a Swiss based global wealth management company. It trades at 8x earnings, compared to peers at 17x and is presently priced at book value. It pays a smallish dividend backed by a payout ratio under 10% of cashflow. We would buy this with a stop loss at $13.50, looking to achieve $18.00 – upside potential over 18%. Yield 1.23% (Analysts’ price target is $17.91)
DON'T BUY
He does not see good value in Euro investment banks and should look to the US. They have better earnings growth prospects.
TOP PICK
Based in Switzerland. World's largest wealth and asset manager. Universal Bank in Switzerland, and a global and investment bank. Solid balance sheet. Strong capital and liquidity metrics. Broad economic recovery will help European banks. Trading at just below book value. Shares look healthy technically speaking. Yield is 1.15%. (Analysts’ price target is $17.13)
DON'T BUY
European banks are high risk. #1 prediction is that Europe will get hit harder than North America is with this recession, so the worst is still coming for them. Unlike the US, which is aggressively de-leveraging itself right now, Europe has not been as aggressive.
HOLD
Big yield, 7.4%. Doubt about the CEO. Avoid owning this. Hold onto small positions.
DON'T BUY
She is looking for an entry point into some of these large international financials. Given its exposure to this whole sub prime area, and that we are not true at or the uncertainties surrounding it, she would not be aggressive buying it, but would rather wait.
RISKY
Love their asset management business, the world's largest. Also have a great balance sheet. Big exposure to mortgages so had a big write-off. Stock has been hit very hard and is essentially trading on the value of the asset management business. There could still be more land mines. Believes in this for the long-term.
TOP PICK
The leading money management firm in the world. Asset management companies are trading at about 17X, 18X and even 19X forward earnings and that's when trades at about 9X. AAA balance sheet. Has a wonderful money management business. Ridiculously under priced.
HOLD
This is a powerful asset management company. It taps into a lot of the petro $’s. A lot of Arab money flows up in that direction. It won't be able to grow at the level that it has over the last few years.
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