# UBS Group AG (UBS)

> Source: Nexqual · https://nexqual.com/UBS · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, UBS Group AG (UBS), nexqual.com/UBS" · informational, not investment advice.

**Price:** USD 46.87 (-2.21% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 47.93 · day 46.63–47.56 · 52w 36.3–55.99 · market cap $144B · NYQ

## Key facts
- 4 of 80 tracked superinvestors hold UBS (13F, Q2 2026): 1 new, 0 added, 3 reduced, 0 unchanged.
- Analysts: Hold (mean 2.67 on a 1–5 scale) (3 analysts), mean target USD 55.03 (range 50–62.6).
- Total return with dividends: 1Y +25.8% vs S&P 500 +14.9%; 5Y +204.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.96, revenue estimate $10.9B.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold UBS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 2.66% | $906M | Reduced -14.8% |
| Samantha McLemore | Patient Capital Management | 1.57% | $47.3M | Reduced -23.2% |
| Dodge & Cox Funds | Dodge & Cox | 0.87% | $1.67B | Reduced -0.0% |
| Viking Global | Viking Global Investors | 0.34% | $121M | New position |

## Analysts
Consensus Hold (mean 2.67 on a 1–5 scale), 3 analysts; mean target USD 55.03 (low 50, high 62.6).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +25.8% | +204.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +25.9% | +24.9% |
| Volatility (annualized) | 26.7% | 31.1% |
| Max drawdown | -26.1% (Jan 2026→Mar 2026) | -29.6% (Feb 2022→Oct 2022) |

## Peers (Banks - Diversified)
BBVA (Banco Bilbao Vizcaya Argentaria) USD 25.03 -2.95% · SMFG (Sumitomo Mitsui Financial Group) USD 24.09 -1.75% · BMO (Bank Of Montreal) USD 170.44 -0.01% · BNS (Bank Nova Scotia Halifax Pfd 3) USD 93.41 -0.63% · SAN (Banco Santander, S.A. Sponsored) USD 12.9 -2.93% · CM (Canadian Imperial Bank of Comme) USD 115.03 +0.02%

## More
Full page: https://nexqual.com/UBS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.96 | $0.00 | — | $10.90B | 1 |
| Next quarter (ends 2026-12-31) | $0.99 | $0.00 | — | $10.78B | 1 |
| Current fiscal year (ends 2026-12-31) | $3.41 | $3.34 | +2.0% | $43.92B | 2 |
| Next fiscal year (ends 2027-12-31) | $4.08 | $4.14 | -1.5% | $45.21B | 3 |