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Investor Insights

This summary was created by AI, based on 6 opinions in the last 12 months.

UBS Group AG has been recognized as a strong investment choice by various analysts, with compelling upside potential following its strategic acquisition of Credit Suisse. The bank now boasts a substantial wealth management business and a strong asset base of $4 trillion, which has notably improved its market positioning. Despite facing pressure regarding capital reserves, UBS's management claims robust cash reserves and a significant return on equity. Recent analyses suggest that the stock has shown remarkable growth in the past, with recommendations to increase stop-loss levels to secure gains, while maintaining an optimistic outlook for future value creation. The consensus suggests that UBS could be a worthwhile investment, particularly if it continues to realize earnings growth post-acquisition.

Consensus
Bullish
Valuation
Fair Value
Similar
CS, CSGN
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 Apr 30/24, Up 26%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UBS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $27) to $31 at this time.  

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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 Apr 30/24, Up 14.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UBS has achieved its target at $32.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $27.

HOLD

Still more upside, but remember that's upside in the context of a bank. Great bank. Credit Suisse acquisition reinforced its assets, as well as wholesale banking and Asia wealth footprint. Tactically bullish.

PARTIAL BUY

Buying Credit Suisse turned them into one of the largest wealth management businesses in the world with $4 trillion in assets. They keep creating new business units and products to their high new worth clients (i.e. mortgages, alternative investments). If things pan out--as earnings have been accretive since the takeover--2026's target is $315 at 8x PE. So, that's decent value. Caveat: the last 10-20 years have no dividend growth.

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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 Apr 30/24, Up 12.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with UBS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $24.50) to $27.00 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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

We reiterate UBS as a TOP PICK.  The Swiss based bank is under pressure as analysts believe it may be required to hold larger capital reserves.  Management argues it can withstand a $200 billion loss.  The government will not publish its recommendation until next year.  Meanwhile, cash reserves are strong, as debt is aggressively retired.  It trades at book value and supports a 38% ROE.  We continue to recommend a stop at $24.50, looking to achieve $32.50 -- upside potential of 19%.  Yield 1.2%

(Analysts’ price target is $32.49)
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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 the 9th largest bank in the world, based on capitalization.  We like that quarterly cash reserves are growing, while debt is retired.  It trades a 28x earnings and supports a robust 40% ROE. Its modest dividend is backed by a payout ratio under 10% of cash flow.  We recommend setting a stop-loss at $24.50, looking to achieve $34 — upside potential of 17%.  Yield 1.2% 

(Analysts’ price target is $33.62)
SELL

In a good space. Bought good Credit Suisse assets for a song. Prefers large US investment banks like GS and MS, better upside. Yield of 2.1%.

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TOP PICK

UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. Social media mentions are up 8% in the past 24h.

WATCH
A stronger Swiss bank with a strong wealth management side. As markets have dipped, they are the mercy of higher rates. The chart has done historically well, though. Don't buy it now, but watch it.
WEAK BUY
There's been an uptick in European banks in the last little bit. With Ukraine, everything's upside down. Watch where the buying is coming from. Banks are off their bottoms, though they're not running away. If there was some sort of truce, he thinks markets would move quickly. He owns ING instead. Nothing wrong with UBS, it's just that his screens favoured ING.
WAIT
One of the largest in Europe and worldwide. He owns ING. Europe is being bogged down by the Ukraine situation, and Europe might be slowly sliding into a recession, so banking is not where you want to be.
PAST TOP PICK
(A Top Pick Apr 07/21, Up 23.8%) Company preforming well with rising interest rates. European financial companies presenting value compared to USA/Canadian names. Strong financial metrics. Undervalued share price presenting buying opportunity. Will continue to hold stock and believes stock is good long term hold.
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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.
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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%.
Showing 1 to 15 of 26 entries

UBS Group AG(UBS-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 5

Stockchase rating for UBS Group AG is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

UBS Group AG(UBS-N) Frequently Asked Questions

What is UBS Group AG stock symbol?

UBS Group AG is a American stock, trading under the symbol UBS-N on the New York Stock Exchange (UBS). It is usually referred to as NYSE:UBS or UBS-N

Is UBS Group AG a buy or a sell?

In the last year, 5 stock analysts published opinions about UBS-N. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for UBS Group AG.

Is UBS Group AG a good investment or a top pick?

UBS Group AG was recommended as a Top Pick by on . Read the latest stock experts ratings for UBS Group AG.

Why is UBS Group AG stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is UBS Group AG worth watching?

5 stock analysts on Stockchase covered UBS Group AG In the last year. It is a trending stock that is worth watching.

What is UBS Group AG stock price?

On 2025-03-20, UBS Group AG (UBS-N) stock closed at a price of $32.99.