UBS Group AG $UBS Position Cut by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. lowered its position in shares of UBS Group AG (NYSE:UBS) by 74.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 40,556 shares of the bank’s stock after selling 116,916 shares during the period. Jefferies Financial Group Inc.’s holdings in UBS Group were worth $1,663,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Dynamic Technology Lab Private Ltd acquired a new position in UBS Group during the 3rd quarter valued at about $440,000. Parallel Advisors LLC grew its position in UBS Group by 1.9% in the 3rd quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock worth $611,000 after purchasing an additional 271 shares during the last quarter. Natixis Advisors LLC increased its stake in shares of UBS Group by 21.6% in the third quarter. Natixis Advisors LLC now owns 3,662,233 shares of the bank’s stock valued at $150,152,000 after purchasing an additional 651,133 shares during the period. Grantham Mayo Van Otterloo & Co. LLC acquired a new stake in shares of UBS Group in the third quarter valued at approximately $276,000. Finally, Legacy Capital Group California Inc. raised its holdings in shares of UBS Group by 1.4% during the third quarter. Legacy Capital Group California Inc. now owns 39,232 shares of the bank’s stock valued at $1,609,000 after buying an additional 524 shares during the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS research is driving market-moving analyst coverage (examples: bullish note on Rivian), reinforcing its investment-banking & research franchise that supports fee revenue and trading flows. Rivian Is About to Challenge Tesla Where It Hurts Most
• Positive Sentiment: UBS analysts have recently raised price targets and issued coverage that helps position the firm as a go-to research house (examples include coverage around Nvidia, Bristol‑Myers, NextEra), supporting recurring advisory and research fee prospects. UBS Sets the Stage for Nvidia Stock (NVDA) Ahead of GTC 2026
• Neutral Sentiment: UBS’s Global Entrepreneur Report and high‑profile sponsorships (e.g., Monaco events) bolster brand and wealth‑management visibility, which can support client flows over time but are not immediate earnings drivers. 63% of U.S. entrepreneurs are planning to exit their businesses. A new UBS report explains why
• Neutral Sentiment: UBS publishing sector/stock recommendations (energy, consumer names) highlights ongoing research productivity — useful for franchise economics but neutral until it translates to fee or trading revenue. ‘Buy Energy’: UBS Suggests 2 Energy Stocks to Consider Amid Geopolitical Risk
• Negative Sentiment: UBS faces renewed legal pressure in a New York hearing over handling of Nazi‑era accounts — a reputational and litigation risk that could result in fines, settlements, or ongoing reputational costs. This is the clearest near‑term negative for sentiment. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times flags potential issues with UBS’s private‑equity deal flow and legacy problems—raises questions about deal economics and risk controls that could weigh on investor confidence in transaction pipelines. UBS’s new private equity deals confront an old problem

Analyst Ratings Changes

Several equities analysts have recently issued reports on UBS shares. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. Zacks Research lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and increased their price target for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Finally, Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Price Performance

Shares of UBS Group stock opened at $38.86 on Thursday. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. The company has a current ratio of 1.19, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The stock has a market cap of $121.38 billion, a PE ratio of 16.46, a price-to-earnings-growth ratio of 0.37 and a beta of 1.14. The company’s 50-day moving average price is $44.44 and its two-hundred day moving average price is $41.93.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.12. The company had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The business’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter last year, the firm posted $0.23 EPS. As a group, sell-side analysts anticipate that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Dividend Announcement

The firm also recently announced a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be issued a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd. UBS Group’s dividend payout ratio (DPR) is presently 14.83%.

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.