Ingalls & Snyder LLC Increases Stake in UBS Group AG $UBS

Ingalls & Snyder LLC raised its stake in UBS Group AG (NYSE:UBS) by 13.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 170,069 shares of the bank’s stock after purchasing an additional 20,008 shares during the quarter. Ingalls & Snyder LLC’s holdings in UBS Group were worth $6,973,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in UBS. AQR Capital Management LLC lifted its holdings in shares of UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after acquiring an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after buying an additional 708 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock valued at $1,279,000 after buying an additional 1,267 shares during the period. Focus Partners Wealth lifted its position in UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after acquiring an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its holdings in UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after acquiring an additional 573 shares during the period.

UBS Group Stock Up 0.7%

NYSE:UBS opened at $42.28 on Wednesday. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.03 and a current ratio of 1.02. The company has a market capitalization of $132.08 billion, a price-to-earnings ratio of 17.92, a price-to-earnings-growth ratio of 0.41 and a beta of 1.12. UBS Group AG has a one year low of $25.75 and a one year high of $49.36. The stock has a 50-day simple moving average of $45.98 and a 200 day simple moving average of $41.79.

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

UBS Group Announces Dividend

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

Trending Headlines about UBS Group

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

• Positive Sentiment: Brokerages rate UBS a “Moderate Buy,” reinforcing investor confidence in the bank’s outlook and helping underpin the stock’s move higher. Article Title
• Neutral Sentiment: UBS research drove a high-profile upgrade of Southwest Airlines to “Buy,” illustrating the strength and market impact of UBS’ equity research desk (this bolsters fee/research credibility but is not a direct earnings driver for UBS). Article Title
• Neutral Sentiment: UBS upgraded Rivian after a large share rally but flagged limited upside, showing UBS is actively repositioning coverage after volatile moves—again positive for the brokerage franchise but mixed for near-term research alpha. Article Title
• Neutral Sentiment: UBS retained and adjusted ratings on several regional banks (Western Alliance, SouthState, East West), highlighting steady research activity across financials that supports recurring research/IB revenues. Western Alliance article SouthState article East West article
• Neutral Sentiment: UBS’ equities leadership signaled increased caution on U.S. tech capex-to-profit conversion, driving industry commentary and showing UBS taking a more cautious stance on growth tech — notable for markets but mixed for UBS’ own earnings. Article Title
• Negative Sentiment: A three-person UBS advisory team managing roughly $480M in client AUM left to join Wells Fargo, a near-term hit to wealth-management AUM and potential revenue if more advisor departures follow. Article Title
• Negative Sentiment: UK’s Financial Times reports a court ordered UBS to give Credit Suisse shareholders access to valuation documents — this increases legal/disclosure risk and keeps potential liabilities and reputational issues in focus. Article Title

Analyst Ratings Changes

A number of research firms have recently issued reports on UBS. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Finally, Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $44.00 to $60.30 in a research 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 given a Sell rating to the company. Based on data from MarketBeat.com, UBS Group presently has an average 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.