UBS Group AG $UBS Shares Sold by Legal & General Group Plc

Legal & General Group Plc decreased its position in UBS Group AG (NYSE:UBS) by 5.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,403,367 shares of the bank’s stock after selling 1,386,131 shares during the period. Legal & General Group Plc owned about 0.73% of UBS Group worth $956,264,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in UBS Group during the 2nd quarter worth approximately $4,878,061,000. Vanguard Group Inc. lifted its holdings in shares of UBS Group by 1.5% in the 3rd quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank’s stock valued at $5,646,903,000 after buying an additional 1,990,426 shares during the period. Massachusetts Financial Services Co. MA boosted its stake in shares of UBS Group by 21.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after buying an additional 13,417,945 shares in the last quarter. Fisher Asset Management LLC boosted its stake in shares of UBS Group by 4.7% in the third quarter. Fisher Asset Management LLC now owns 61,168,437 shares of the bank’s stock valued at $2,507,906,000 after buying an additional 2,744,348 shares in the last quarter. Finally, Cevian Capital II GP LTD grew its holdings in UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after acquiring an additional 4,330,274 shares during the period.

Analyst Ratings Changes

Several research firms have issued reports on UBS. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Zacks Research cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS reported a strong 2025 standalone profit and said it has optimized its capital structure, which supports dividend/return potential and reassures investors about capital management. Article Title
• Positive Sentiment: UBS published its 31 December 2025 Pillar 3 risk and capital disclosures under the revised Swiss Basel III rules — increased transparency on risk-weighted assets and capital ratios can reduce regulatory uncertainty. Article Title
• Positive Sentiment: UBS filed Form 6‑K updates embedding 2025 figures into U.S. filings and provided additional detail on capitalization — a proactive move that should soothe investor concerns about capital adequacy after the Credit Suisse integration. Article Title Article Title
• Positive Sentiment: UBS reported sustainability gains and said integration of Credit Suisse is progressing, which could deliver cost synergies and revenue opportunities for wealth-management clients. Article Title
• Neutral Sentiment: UBS exited a substantial shareholding in Andean Silver Limited — a portfolio move that appears non-core and unlikely to materially affect UBS’s financials. Article Title
• Neutral Sentiment: UBS hosted/organized investor events (e.g., Emerging India/Singapore meetings) featuring third‑party companies — useful for franchise engagement but not directly material to UBS’s near‑term earnings. Article Title
• Negative Sentiment: UBS kept CEO Sergio Ermotti’s 2025 pay unchanged (~$19.1m), drawing scrutiny amid public debate over CEO bonuses and capital use; this raises governance and reputational risk that could weigh on sentiment for some investors. Article Title Article Title
• Negative Sentiment: UBS Switzerland AG reported lower 2025 standalone profit on higher costs and a slightly smaller balance sheet — indicates some cost pressures at the Swiss unit that could limit near‑term margin improvement. Article Title

UBS Group Stock Performance

NYSE:UBS opened at $38.64 on Tuesday. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The firm has a 50-day moving average price of $44.75 and a two-hundred day moving average price of $41.96. UBS Group AG has a twelve month low of $25.75 and a twelve month high of $49.36. The company has a market capitalization of $120.70 billion, a P/E ratio of 16.37, a price-to-earnings-growth ratio of 0.37 and a beta of 1.14.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.12. The company had revenue of $12.20 billion for the quarter, compared to the consensus estimate of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The company’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.23 earnings per share. As a group, research analysts expect that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Announces Dividend

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be paid a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd.

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.