UBS Group AG
In the published model solve dated 2026-Q2, anchored at $51.80, UBS Group AG (UBS) is priced for 15.4% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• Global Wealth Management held $4.7 trillion of invested assets at the end of the first quarter of 2026 and took in $37.4 billion of net new assets in those three months, which is the annuity the whole case rests on. [Source: UBS first quarter 2026 results, April 2026] • The demanding part is the price: at about 1.8 times book value the shares need a level of profitability the bank has not shown on a trailing basis, where return on equity ran near 8.6% over the last twelve months. • Two dated
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668 institutional managers reported holding UBS in 13F filings for the quarter ended 2026-03-31. Together they hold about 36% of the company; the top 10 hold 21%. 82 opened new positions that quarter. Held by Vanguard Group, UBS, Fisher Investments, among others. On the short side, 7.4M shares were sold short as of the 2026-06-15 count, about 0.2% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UBS has cut its share count 9.5% over the past five years. It pays a dividend, and has for 3 years running, raised 2 years straight. Cash returned over the past three years: $11.92B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.