Capital International Sarl Has $1.74 Million Stake in UBS Group AG $UBS

Capital International Sarl lessened its position in UBS Group AG (NYSE:UBS) by 28.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,498 shares of the bank’s stock after selling 17,056 shares during the quarter. Capital International Sarl’s holdings in UBS Group were worth $1,736,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of UBS. Flagship Wealth Advisors LLC bought a new position in UBS Group during the third quarter valued at about $29,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of UBS Group in the 2nd quarter worth about $33,000. Private Trust Co. NA increased its holdings in shares of UBS Group by 75.2% during the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after buying an additional 366 shares in the last quarter. Salomon & Ludwin LLC raised its position in UBS Group by 2,566.7% in the 3rd quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock valued at $46,000 after purchasing an additional 1,078 shares during the last quarter. Finally, Mather Group LLC. acquired a new position in UBS Group during the 3rd quarter worth about $46,000.

UBS Group Stock Performance

Shares of UBS Group stock opened at $38.80 on Wednesday. The company has a 50 day moving average of $44.59 and a 200-day moving average of $41.95. The company has a market cap of $121.20 billion, a PE ratio of 16.44, a price-to-earnings-growth ratio of 0.37 and a beta of 1.14. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $49.36. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. The firm had revenue of $12.20 billion for 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 company’s quarterly revenue was up 10.3% on a year-over-year basis. During the same quarter last year, the business posted $0.23 earnings per share. As a group, equities research analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Announces Dividend

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 given a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS published detailed Pillar 3 risk and capital disclosures under the revised Swiss Basel III rules, improving transparency about capital ratios and risk exposure — a positive for investor confidence. Article Title
• Positive Sentiment: UBS reported strong 2025 standalone profit and said it has optimized its capital structure — this supports the bank’s ability to meet regulatory requirements and return capital, which tends to lift bank stocks. Article Title
• Positive Sentiment: UBS filed March 9 SEC/Form 6‑K updates embedding 2025 figures and provided investor updates on capitalization — further signaling management is addressing capital planning and U.S. disclosure expectations. Article Title
• Positive Sentiment: UBS highlighted 2025 sustainability gains and progress on Credit Suisse integration — operational and cost-integration signals can support improved future profitability. Article Title
• Neutral Sentiment: UBS research activity remains high (notes on Nvidia, energy ideas, and analyst coverage like price‑target moves for Bristol‑Myers Squibb), underscoring the bank’s advisory/research franchise but with limited direct near‑term impact on UBS stock. Article Title
• Neutral Sentiment: UBS exited a substantial shareholding in Andean Silver and continues hosting investor events (e.g., Emerging India investor meetings); these are routine portfolio/IR actions with limited market impact. Article Title
• Negative Sentiment: Governance scrutiny persists after reports that CEO Sergio Ermotti’s 2025 pay was maintained (~$19.1m), which could attract investor criticism around compensation and capital allocation. Article Title

Analysts Set New Price Targets

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

About UBS Group

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.