QRG Capital Management Inc. Trims Stake in UBS Group AG $UBS

QRG Capital Management Inc. lessened its stake in UBS Group AG (NYSE:UBS) by 20.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 148,941 shares of the bank’s stock after selling 39,080 shares during the period. QRG Capital Management Inc.’s holdings in UBS Group were worth $6,107,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in UBS. Norges Bank acquired a new stake in UBS Group during the second quarter valued at $4,878,061,000. Vanguard Group Inc. boosted its stake in shares of UBS Group by 3.0% during the 2nd quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after acquiring an additional 3,907,669 shares in the last quarter. Fisher Asset Management LLC grew its position in shares of UBS Group by 16.9% during the 2nd quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock valued at $1,975,903,000 after acquiring an additional 8,448,219 shares during the period. Cevian Capital II GP LTD grew its position in shares of UBS Group by 9.9% during the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock valued at $1,627,340,000 after acquiring an additional 4,330,274 shares during the period. Finally, Pzena Investment Management LLC increased its stake in shares of UBS Group by 5.3% in the 2nd quarter. Pzena Investment Management LLC now owns 30,902,392 shares of the bank’s stock valued at $1,045,119,000 after purchasing an additional 1,551,567 shares in the last quarter.

Wall Street Analysts Forecast Growth

UBS has been the topic of a number of recent analyst reports. BNP Paribas downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Keefe, Bruyette & Woods lowered UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and increased their price target for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Price Performance

UBS stock opened at $47.38 on Friday. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $48.43. The business’s 50-day moving average is $42.90 and its two-hundred day moving average is $40.32. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03. The firm has a market capitalization of $148.01 billion, a P/E ratio of 21.34, a P/E/G ratio of 0.44 and a beta of 1.12.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 EPS 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 analysts’ expectations of $9.68 billion. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm’s revenue was up 4.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.43 EPS. Analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

Key Stories Impacting UBS Group

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

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.