183,082 Shares in UBS Group AG $UBS Bought by Intech Investment Management LLC

Intech Investment Management LLC acquired a new position in shares of UBS Group AG (NYSE:UBS) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 183,082 shares of the bank’s stock, valued at approximately $7,481,000.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of UBS Group during the 2nd quarter worth approximately $4,878,061,000. Vanguard Group Inc. increased its stake in UBS Group by 1.5% in the third quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank’s stock valued at $5,646,903,000 after acquiring an additional 1,990,426 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in UBS Group by 21.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after purchasing an additional 13,417,945 shares in the last quarter. Fisher Asset Management LLC lifted its stake in UBS Group by 16.9% during the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after purchasing an additional 8,448,219 shares during the last quarter. Finally, Cevian Capital II GP LTD boosted its holdings in shares of UBS Group by 9.9% in the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock valued at $1,627,340,000 after purchasing an additional 4,330,274 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on UBS. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. BNP Paribas Exane cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Finally, The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $60.30.

Key Stories Impacting UBS Group

Here are the key news stories impacting UBS Group this week:

• Positive Sentiment: Migration of Credit Suisse clients nearly complete, reducing integration risk and lingering execution uncertainty. Article Title
• Positive Sentiment: UBS named Lisa Golia head of its U.S. wealth adviser team, a hire that supports growth in a high‑margin business line. Article Title
• Neutral Sentiment: Cointelegraph highlights UBS research downgrading U.S. equities as “overvalued,” noting this view could redirect flows into crypto (Bitcoin) if U.S. upside is constrained. That’s a market-movement story more than a direct UBS revenue driver. Article Title
• Neutral Sentiment: UBS exited a substantial-holder position in Australia’s Inghams Group — a portfolio rebalancing step that is unlikely to materially affect UBS’s fundamentals. Article Title
• Neutral Sentiment: UBS research continues to move coverage (e.g., cut on Avantor, Buy on Zscaler) — standard sell‑side activity that affects clients but has limited immediate impact on UBS equity. Article Title Article Title
• Negative Sentiment: UBS warned private credit default rates could hit ~15% if an AI-driven bubble pops; the bank flagged systemic credit risks—this raises concerns about write‑downs and loss rates across credit portfolios. Article Title
• Negative Sentiment: UBS downgraded its view on U.S. equities (citing dollar risks and slowing buybacks), signaling lower market activity and potential headwinds for trading and asset‑management revenues if U.S. stocks underperform. Article Title

UBS Group Stock Performance

NYSE:UBS opened at $41.38 on Friday. The stock’s 50-day moving average is $45.64 and its 200-day moving average is $41.94. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $49.36. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The stock has a market cap of $129.27 billion, a P/E ratio of 17.53, a price-to-earnings-growth ratio of 0.41 and a beta of 1.12.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The business had revenue of $12.20 billion for the quarter, compared to the consensus estimate of $9.88 billion. During the same period last year, the company earned $0.23 EPS. The firm’s revenue was up 10.3% compared to the same quarter last year. Equities research analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Dividend Announcement

The firm also recently declared a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be issued a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd. UBS Group’s payout ratio is 14.83%.

UBS Group Profile

UBS Group AG is a Swiss multinational financial services firm that provides a broad range of banking and capital markets services to private, institutional and corporate clients. Headquartered in Zurich, UBS operates as a universal bank with a primary focus on wealth management, asset management, investment banking and retail and commercial banking in Switzerland. The firm serves high-net-worth and ultra-high-net-worth individuals, pension funds, corporations and institutional investors through a global network of offices.

Key business activities include global wealth management—offering financial planning, investment advisory, discretionary portfolio management and custody services—alongside asset management products for institutional and retail investors.