Fisher Asset Management LLC Boosts Holdings in UBS Group AG $UBS

Fisher Asset Management LLC raised its holdings in shares of UBS Group AG (NYSE:UBS) by 4.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,168,437 shares of the bank’s stock after purchasing an additional 2,744,348 shares during the quarter. Fisher Asset Management LLC owned 1.91% of UBS Group worth $2,507,906,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Public Sector Pension Investment Board lifted its stake in UBS Group by 3.7% during the 3rd quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock valued at $112,048,000 after acquiring an additional 97,509 shares during the period. Lingohr Asset Management GmbH grew its position in UBS Group by 1,198.4% during the 3rd quarter. Lingohr Asset Management GmbH now owns 258,115 shares of the bank’s stock worth $10,559,000 after purchasing an additional 238,235 shares during the period. Permanent Capital Management LP purchased a new stake in shares of UBS Group during the 3rd quarter worth about $2,842,000. Allianz Asset Management GmbH grew its position in shares of UBS Group by 6.4% during the 3rd quarter. Allianz Asset Management GmbH now owns 4,439,632 shares of the bank’s stock valued at $181,409,000 after acquiring an additional 265,475 shares during the period. Finally, Plato Investment Management Ltd raised its holdings in UBS Group by 43.2% in the 3rd quarter. Plato Investment Management Ltd now owns 120,920 shares of the bank’s stock worth $4,905,000 after purchasing an additional 36,462 shares during the period.

Analyst Upgrades and Downgrades

Several brokerages have commented on UBS. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Citigroup restated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. BNP Paribas Exane lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and upped their target price for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, UBS Group has an average rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Price Performance

UBS stock opened at $41.38 on Monday. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $49.36. The company has a quick ratio of 1.03, a current ratio of 1.02 and a debt-to-equity ratio of 3.63. The stock has a market cap of $129.27 billion, a price-to-earnings ratio of 17.53, a price-to-earnings-growth ratio of 0.40 and a beta of 1.14. The business has a fifty day moving average of $45.64 and a two-hundred day moving average of $41.97.

UBS Group (NYSE:UBS) last released 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. The business had revenue of $12.20 billion during the quarter, compared to analysts’ expectations of $9.88 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The company’s revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.23 EPS. As a group, research analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

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

UBS Group News Roundup

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

About UBS Group

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.