UBS Group AG $UBS Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lessened its position in UBS Group AG (NYSE:UBS) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,714,534 shares of the bank’s stock after selling 52,001 shares during the period. UBS Group makes up 1.1% of J. Safra Sarasin Holding AG’s investment portfolio, making the stock its 21st largest holding. J. Safra Sarasin Holding AG owned 0.05% of UBS Group worth $70,052,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in UBS Group in the second quarter valued at about $4,878,061,000. Vanguard Group Inc. raised 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 buying an additional 3,907,669 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of UBS Group by 21.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock worth $3,171,497,000 after buying an additional 13,417,945 shares in the last quarter. Fisher Asset Management LLC raised its stake 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 worth $1,975,903,000 after buying an additional 8,448,219 shares in the last quarter. Finally, Cevian Capital II GP LTD lifted its holdings in shares of UBS Group by 9.9% in 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 buying an additional 4,330,274 shares during the period.

Wall Street Analyst Weigh In

UBS has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. BNP Paribas Exane cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and raised their price objective for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday. Finally, Zacks Research cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. One equities research 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’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $60.30.

Key UBS Group News

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

• Positive Sentiment: UBS co-underwrote a >$400m recapitalization for Aidacare alongside Bain Capital Credit — a deal that generates fees and highlights ongoing investment-banking deal flow for UBS. Bain Capital Credit, UBS underwrite $400m-plus recap for Aidacare
• Positive Sentiment: Four UBS wealth-advisor teams in the Southeast were ranked #1 by Forbes/SHOOK — a positive signal for UBS’s private client franchise and potential assets-under-management growth. Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research
• Neutral Sentiment: UBS disclosed it has reduced its stake in EROAD below the substantial-shareholder threshold — a regulatory filing indicating portfolio rebalancing rather than a material strategic change. UBS Group AG Cuts EROAD Stake Below Substantial Shareholding Threshold
• Neutral Sentiment: UBS research remains active — the bank reiterated a Buy on Nvidia and has issued multiple sector notes (office market outlook, telecom towers, media) that show UBS influencing market sentiment but do not directly affect UBS’s own earnings. Stock Market Live Monday, January 26: S&P 500 (SPY) Little Changed Ahead of Key Earnings
• Neutral Sentiment: UBS analysts flagged long-term structural headwinds in the UK office market (downgrading British Land) and have trimmed price targets on tower and media names (American Tower, Crown Castle, Charter) — important for sector clients but largely research-driven rather than firm-profit negatives. UK office market faces long-term drag from AI, says UBS, downgrading British Land

UBS Group Price Performance

Shares of NYSE UBS opened at $48.06 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 3.69. The stock has a market cap of $150.13 billion, a price-to-earnings ratio of 21.65, a PEG ratio of 0.44 and a beta of 1.12. The company’s 50-day moving average price is $43.93 and its 200 day moving average price is $40.88. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $48.43.

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

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.