UBS Group AG (UBS)
Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
John Lovallo, UBS homebuilders and building products analyst, joins 'The Exchange' to discuss how the homebuilding stocks will perform next year and much more.
UBS 'quality and undervalued' mid-caps list includes no UK stocks
UBS has published its latest HOLT analysis, identifying Crocs, Inc. (NASDAQ:CROX), Maximus, Inc (NYSE:MMS) and K92 Mining Inc (TSX-V:KNT) among the attractively valued small- and mid-cap (SMID) stocks across developed markets – although notably, no London-listed companies were included. The screen draws from the HOLT framework, focusing on companies that score well on operational quality, have shown strong CFROI (cash flow return on investment) revisions over the past three months, and appear undervalued relative to both their peers and historical levels.
Copper set for tight market in 2026 and gold miners have more room to run, says UBS
Copper will enter a supply-driven deficit in 2026, pushing prices higher amid tightening in both concentrate and scrap markets, UBS expects. Aluminium and lithium are also expected to outperform due to supply constraints, energy transition and AI/ defence exposure, while the Swiss bank remained supportive of gold, but sees more upside in certain industrial metals after the precious metals gains in 2025.
Swiss lawmakers pitch compromise on capital rules for UBS
A group of Swiss lawmakers has proposed a compromise between tougher capital rules for UBS and ensuring the bank remains internationally competitive, the Neue Zuercher Zeitung newspaper reported on Friday.
Home Depot lays out roadmap for recovery, impressing UBS analysts
Home Depot Inc (NYSE:HD, XETRA:HDI) is well-positioned for long-term growth, UBS analysts said following the home improvement retailer's investor and analyst conference, citing strategic investments and realistic near-term guidance.
UBS backs short-haul winners as UK airlines head into 2026
UBS thinks European airlines have another decent year ahead of them, with the bank highlighting several UK-listed names as the sector enters what it believes will be a period of firmer profits and still-modest valuations. Among the UK stocks, Jet2 PLC (AIM:JET2) and Jet2 PLC (AIM:JET2) sit on UBS's buy list.
Optimum Communications, Inc. (OPTU) Presents at UBS Global Media and Communications Conference 2025 Transcript
Optimum Communications, Inc. (OPTU) Presents at UBS Global Media and Communications Conference 2025 Transcript
UBS Group Shares Rise on Swiss Regulators' Capital-Rule Relaxation
UBS shares jump nearly 5.4% after the Swiss government moves to ease capital rules on DTAs and software, trimming its projected burden by up to $11B.
USA TODAY Co., Inc. (TDAY) Presents at UBS Global Media and Communications Conference 2025 Transcript
USA TODAY Co., Inc. (TDAY) Presents at UBS Global Media and Communications Conference 2025 Transcript
UBS stays bullish on European banks
UBS has reiterated its positive stance on the sector going into 2026 and kept Barclays PLC (LSE:BARC) on its list of top buy-rated names, arguing that the backdrop for banks remains supportive and that the market is still underestimating the potential uplift from artificial intelligence. The broker said 2025 had been “strong” for European banks, with earnings upgraded 10%, dividends and buybacks lifting the yield to 9% and valuations re-rating by more than two price-to-earnings points.
UBS Group AG Plans 10,000 Job Cuts: Will it Boost Efficiency?
Can UBS's plan to cut 10,000 jobs by 2027 sharpen efficiency as its Credit Suisse integration deepens? Let us find out.
UBS may cut further 10,000 jobs by 2027, SonntagsBlick reports
UBS may cut an additional 10,000 jobs by 2027, Swiss paper SonntagsBlick reported on Sunday, not citing where it obtained the information.
