Capital International Sarl Sells 17,056 Shares of UBS Group AG $UBS

Capital International Sarl trimmed its position in UBS Group AG (NYSE:UBS) by 28.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 42,498 shares of the bank’s stock after selling 17,056 shares during the quarter. Capital International Sarl’s holdings in UBS Group were worth $1,736,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Public Sector Pension Investment Board lifted its holdings in UBS Group by 3.7% during the third quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock valued at $112,048,000 after purchasing an additional 97,509 shares in the last quarter. Lingohr Asset Management GmbH raised its holdings in UBS Group by 1,198.4% in the 3rd quarter. Lingohr Asset Management GmbH now owns 258,115 shares of the bank’s stock valued at $10,559,000 after buying an additional 238,235 shares during the period. Allianz Asset Management GmbH lifted its stake in UBS Group by 6.4% during the third quarter. Allianz Asset Management GmbH now owns 4,439,632 shares of the bank’s stock worth $181,409,000 after purchasing an additional 265,475 shares in the last quarter. Permanent Capital Management LP acquired a new stake in shares of UBS Group during the third quarter worth about $2,842,000. Finally, Massachusetts Financial Services Co. MA grew its stake in UBS Group by 21.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock worth $3,171,497,000 after purchasing an additional 13,417,945 shares in the last quarter.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS published detailed Pillar 3 risk and capital disclosures under the revised Swiss Basel III rules, improving transparency about capital ratios and risk exposure — a positive for investor confidence. Article Title
• Positive Sentiment: UBS reported strong 2025 standalone profit and said it has optimized its capital structure — this supports the bank’s ability to meet regulatory requirements and return capital, which tends to lift bank stocks. Article Title
• Positive Sentiment: UBS filed March 9 SEC/Form 6‑K updates embedding 2025 figures and provided investor updates on capitalization — further signaling management is addressing capital planning and U.S. disclosure expectations. Article Title
• Positive Sentiment: UBS highlighted 2025 sustainability gains and progress on Credit Suisse integration — operational and cost-integration signals can support improved future profitability. Article Title
• Neutral Sentiment: UBS research activity remains high (notes on Nvidia, energy ideas, and analyst coverage like price‑target moves for Bristol‑Myers Squibb), underscoring the bank’s advisory/research franchise but with limited direct near‑term impact on UBS stock. Article Title
• Neutral Sentiment: UBS exited a substantial shareholding in Andean Silver and continues hosting investor events (e.g., Emerging India investor meetings); these are routine portfolio/IR actions with limited market impact. Article Title
• Negative Sentiment: Governance scrutiny persists after reports that CEO Sergio Ermotti’s 2025 pay was maintained (~$19.1m), which could attract investor criticism around compensation and capital allocation. Article Title

Wall Street Analyst Weigh In

Several research firms have issued reports on UBS. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price objective for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Zacks Research cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Stock Performance

UBS opened at $38.80 on Wednesday. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. UBS Group AG has a twelve month low of $25.75 and a twelve month high of $49.36. The business’s 50 day moving average is $44.59 and its 200-day moving average is $41.95. The stock has a market cap of $121.20 billion, a PE ratio of 16.44, a price-to-earnings-growth ratio of 0.37 and a beta of 1.14.

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

UBS Group Announces Dividend

The firm also recently disclosed a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be paid a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd.

UBS Group Company 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.