UBS Group AG $UBS Stock Holdings Lessened by SG Americas Securities LLC

SG Americas Securities LLC lessened its holdings in shares of UBS Group AG (NYSE:UBS) by 67.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,368 shares of the bank’s stock after selling 12,963 shares during the period. SG Americas Securities LLC’s holdings in UBS Group were worth $261,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of UBS Group during the second quarter valued at approximately $4,878,061,000. Fisher Asset Management LLC boosted its position in UBS Group by 16.9% during the 2nd quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock valued at $1,975,903,000 after purchasing an additional 8,448,219 shares during the period. Cevian Capital II GP LTD grew its stake in UBS Group by 9.9% during the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after buying an additional 4,330,274 shares during the last quarter. Vanguard Group Inc. increased its position in UBS Group by 3.0% in the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after buying an additional 3,907,669 shares during the period. Finally, Amundi increased its position in UBS Group by 18.2% in the second quarter. Amundi now owns 20,346,519 shares of the bank’s stock worth $707,448,000 after buying an additional 3,125,744 shares during the period.

UBS Group Trading Up 2.5%

UBS Group stock opened at $49.25 on Wednesday. UBS Group AG has a 12-month low of $25.75 and a 12-month high of $49.36. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03. The stock has a market capitalization of $153.85 billion, a PE ratio of 22.18, a price-to-earnings-growth ratio of 0.45 and a beta of 1.12. The firm has a 50 day simple moving average of $44.15 and a 200-day simple moving average of $40.98.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, topping analysts’ consensus estimates of $0.48 by $0.28. The firm had revenue of $12.76 billion during the quarter, compared to the consensus estimate of $9.68 billion. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.43 earnings per share. As a group, equities research analysts expect that UBS Group AG will post 1.9 EPS for the current fiscal year.

Key UBS Group News

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

• Positive Sentiment: UBS co‑underwrote a >$400m recapitalization for Aidacare, a deal that generates investment‑banking fees and demonstrates ongoing deal flow in debt capital markets. Bain Capital Credit, UBS underwrite $400m-plus recap for Aidacare
• Positive Sentiment: UBS public recognition in wealth management: four UBS advisor teams in the U.S. Southeast were ranked #1 by Forbes/SHOOK, supporting the firm’s advisory franchise and client retention — positive for recurring wealth‑management revenue and brand. Four UBS Financial Advisor Teams Ranked #1
• Positive Sentiment: UBS research is bullish on parts of Europe and sees substantial upside in selected stocks, which can drive trading and M&A advisory opportunities as investor interest in European equities recovers. European stocks are ‘finally’ improving, UBS says
• Positive Sentiment: UBS analysts reiterated a Buy on Nvidia and continue to publish high‑profile calls (and upgrades on other names like Vista Energy), which reinforces the firm’s visible research franchise that can support trading and advisory revenue. UBS reiterates Buy on Nvidia
• Neutral Sentiment: UBS disclosed it cut its stake in EROAD below the substantial‑shareholding threshold — a portfolio move that trims an investment holding but has limited direct impact on UBS’s core fee businesses. UBS Cuts EROAD Stake
• Neutral Sentiment: UBS research led to sector calls and price‑target revisions (telecom towers, real estate names like British Land), showing active analyst flows that can produce trading volume but also mean contrarian positioning risk. UK office market faces long-term drag from AI, says UBS
• Negative Sentiment: Zurcher Kantonalbank’s 13F shows it reduced its UBS position by roughly 3.27M shares (~$151m), a visible institutional trim that can weigh on near‑term demand and market perception. Fund Update: Zurcher Kantonalbank Disclosed New Holdings

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price target for the stock from $44.00 to $60.30 in a research report on Tuesday, December 16th. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Finally, Keefe, Bruyette & Woods lowered UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

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.