The UBS AG has rated the Allianz stock in its current analysis from July 2025 with the classification “Neutral”. The price target has been raised from 335 euros to 345 euros, but the recommendation remains unchanged at neutral.
Analysis by Will Hardcastle
Analyst Will Hardcastle emphasizes that small price differences could have a significant impact in the future. He sees Allianz as rather weakly positioned compared to other European multiline insurers and continues to prefer Axa as the favorite, while Zurich is assessed as the weakest.
Asset Management as Key
For Allianz, the development in the asset management sector is crucial: The Munich-based company is well-positioned as long as this area remains successful. However, Hardcastle’s estimate for managed assets in 2026 is about 5 percent below the market consensus.
For private investors and savers in the German-speaking region, this rating is relevant as it provides insights into the future performance of a central DAX company and indicates that despite a slightly raised price target, no clear buy recommendation is made.
Summary
| Rating UBS AG | Price Target (Euros) | Assessment of the Company |
|---|---|---|
| Neutral | 345 | Weakness in specific price factors; dependence on success in asset management |
This analysis offers investors a nuanced view of the Allianz stock with moderate upside potential while maintaining a cautious stance from UBS.