Massachusetts Financial Services Co. MA Buys 13,417,945 Shares of UBS Group AG $UBS

Massachusetts Financial Services Co. MA raised its holdings in shares of UBS Group AG (NYSE:UBS) by 21.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 77,353,590 shares of the bank’s stock after purchasing an additional 13,417,945 shares during the quarter. UBS Group makes up approximately 1.0% of Massachusetts Financial Services Co. MA’s portfolio, making the stock its 11th largest holding. Massachusetts Financial Services Co. MA owned 2.41% of UBS Group worth $3,171,497,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Maseco LLP bought a new position in shares of UBS Group during the second quarter valued at about $28,000. Twin Peaks Wealth Advisors LLC bought a new stake in UBS Group during the second quarter valued at about $33,000. Private Trust Co. NA boosted its holdings in UBS Group by 75.2% in the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after buying an additional 366 shares during the period. Westside Investment Management Inc. grew its holdings in UBS Group by 535.2% during the 2nd quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock valued at $38,000 after buying an additional 958 shares in the last quarter. Finally, Salomon & Ludwin LLC increased its holdings in shares of UBS Group by 2,566.7% in the 3rd quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after buying an additional 1,078 shares during the last quarter.

UBS Group Stock Performance

UBS Group stock opened at $47.38 on Friday. The firm has a market capitalization of $148.01 billion, a P/E ratio of 21.34, a PEG ratio of 0.44 and a beta of 1.12. The stock has a fifty day moving average price of $42.90 and a 200 day moving average price of $40.32. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $48.43. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 3.69.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, topping the consensus estimate of $0.48 by $0.28. The company had revenue of $12.76 billion during the quarter, compared to the consensus estimate of $9.68 billion. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.The company’s revenue was up 4.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.43 earnings per share. Equities research analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

Key UBS Group News

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

Wall Street Analyst Weigh In

A number of research analysts have recently commented on UBS shares. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and raised their price target for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, October 8th. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Monday, November 3rd. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Finally, Zacks Research cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.