Janus Henderson Group PLC Cuts Stake in UBS Group AG $UBS

Janus Henderson Group PLC reduced its stake in UBS Group AG (NYSE:UBS) by 24.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,193,433 shares of the bank’s stock after selling 1,668,313 shares during the period. Janus Henderson Group PLC’s holdings in UBS Group were worth $198,545,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of UBS. Norges Bank bought a new position in UBS Group in the 4th quarter worth about $4,889,413,000. Viking Global Investors LP grew its position in UBS Group by 407.5% during the 3rd quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock valued at $534,852,000 after purchasing an additional 10,516,148 shares during the last quarter. Ninety One UK Ltd bought a new stake in UBS Group during the 4th quarter valued at about $411,917,000. Deutsche Bank AG increased its stake in UBS Group by 19.1% during the 4th quarter. Deutsche Bank AG now owns 29,605,781 shares of the bank’s stock valued at $1,371,044,000 after purchasing an additional 4,744,982 shares in the last quarter. Finally, Amundi raised its holdings in UBS Group by 16.9% in the first quarter. Amundi now owns 23,294,847 shares of the bank’s stock worth $910,130,000 after buying an additional 3,374,516 shares during the last quarter.

UBS Group Stock Up 3.0%

Shares of UBS Group stock opened at $53.35 on Friday. The company has a market cap of $166.68 billion, a price-to-earnings ratio of 18.15, a price-to-earnings-growth ratio of 0.80 and a beta of 1.19. The company’s 50 day moving average is $50.15 and its 200 day moving average is $45.32. UBS Group AG has a twelve month low of $35.94 and a twelve month high of $55.15. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.45% and a net margin of 13.10%.The company had revenue of $13.35 billion during the quarter, compared to analysts’ expectations of $13.40 billion. During the same quarter in the prior year, the business posted $0.72 EPS. The company’s revenue for the quarter was up 13.2% compared to the same quarter last year. Research analysts anticipate that UBS Group AG will post 3.52 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Thursday. Wall Street Zen downgraded shares of UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday, July 26th. Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Zacks Research raised UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Finally, Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, UBS Group has a consensus rating of “Hold” and an average price target of $60.30.

Key UBS Group News

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

• Positive Sentiment: Quarterly profit beat expectations: UBS reported second-quarter net profit attributable to shareholders of approximately $2.8 billion, ahead of the roughly $2.4 billion analyst estimate. Pre-tax profit reached $3.6 billion, supported by strong investment-banking trading activity, wealth-management performance and higher fee income. Revenue rose 13.2% year over year, although reported adjusted EPS of $0.87 narrowly missed the $0.90 consensus. UBS reports Q2 net profit of $2.8 billion
• Positive Sentiment: $3 billion share repurchase: The bank plans to buy back up to $3 billion of stock by mid-2027. The program provides clearer shareholder returns and may support per-share earnings, helping offset uncertainty surrounding future Swiss capital requirements. UBS also reported $7.3 trillion in invested assets. UBS flags $3 billion in new buybacks
• Positive Sentiment: Credit Suisse integration nearing completion: Management indicated that the integration is almost complete, suggesting the bank is capturing restructuring benefits and reducing the operational overhang from the acquisition. Investors viewed the progress as evidence that UBS is converting the deal into cost and efficiency gains. UBS Buys Back Its Credit Suisse Hangover
• Neutral Sentiment: UBS-related disclosures showed reductions or exits from substantial holdings in Gentrack, Zip Co and Adherium. These portfolio transactions are unlikely to materially affect UBS’s earnings or valuation. UBS trims stake in Gentrack
• Negative Sentiment: Capital and valuation risks remain: Morgan Stanley maintained a Sell rating and a CHF39 price target, citing UBS’s valuation and potential regulatory capital demands. Switzerland’s zero-interest-rate environment may also pressure domestic banking margins, while management warned that geopolitical volatility could create temporary headwinds. UBS maintained at Sell

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.