Mackenzie Financial Corp Purchases 21,702 Shares of UBS Group AG $UBS

Mackenzie Financial Corp increased its position in UBS Group AG (NYSE:UBS) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 789,683 shares of the bank’s stock after purchasing an additional 21,702 shares during the quarter. Mackenzie Financial Corp’s holdings in UBS Group were worth $32,236,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UBS. Norges Bank bought a new position in shares of UBS Group in the 2nd quarter valued at about $4,878,061,000. Massachusetts Financial Services Co. MA raised its stake in shares of UBS Group by 21.0% during the third 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 during the last quarter. Fisher Asset Management LLC raised its stake in shares of UBS Group by 16.9% during the second 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 during the last quarter. Bank of Montreal Can lifted its holdings in UBS Group by 248.7% in the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after buying an additional 6,650,862 shares during the period. Finally, Cevian Capital II GP LTD lifted its holdings in UBS Group by 9.9% in the second 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.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Management hires and an internal reorganisation are pushing UBS toward its revenue goals, according to reporting that says the bank is in a “final stretch” after targeted recruiting and structural changes — a signal that revenue growth and efficiency improvements may be forthcoming. UBS on final stretch to revenue goal after hires and reorganisation
• Neutral Sentiment: UBS research continues to move markets and reflects the strength of its investment banking/research franchise — the bank’s analysts have been active raising price targets and issuing coverage (examples include notes on Rivian, NextEra and Ardagh Metal Packaging), which supports fee generation but has limited immediate impact on the share price. Rivian Is About to Challenge Tesla Where It Hurts Most (UBS)
• Neutral Sentiment: UBS-hosted events and research distribution (e.g., conferences and sector notes) keep the bank centrally placed in corporate access and advisory flows — items like the UBS Global Consumer & Retail Conference and the Global Entrepreneur Report raise the bank’s profile but are background revenue drivers rather than immediate catalysts. Molson Coors Presents at UBS Conference
• Negative Sentiment: UBS faces renewed legal pressure in New York over its historical handling of Nazi-era accounts; a court hearing could increase litigation risk, reputational damage and potential remediation costs. This is a meaningful near-term headline risk for a bank already sensitive to trust and regulatory scrutiny. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times coverage flags potential problems with UBS’s new private equity deal pipeline, suggesting legacy issues and deal-structuring risks may complicate returns and tie up capital — a strategic concern that could weigh on investor sentiment about growth and risk-taking. UBS’s new private equity deals confront an old problem

Analyst Ratings Changes

A number of research firms have commented on UBS. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Finally, Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, UBS Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Stock Down 3.7%

Shares of NYSE:UBS opened at $37.46 on Friday. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.03 and a current ratio of 1.19. The company has a market capitalization of $117.03 billion, a PE ratio of 15.87, a PEG ratio of 0.38 and a beta of 1.14. The company has a 50 day moving average price of $44.27 and a two-hundred day moving average price of $41.90.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The company had revenue of $12.20 billion for the quarter, compared to analysts’ expectations of $9.88 billion. During the same period last year, the firm posted $0.23 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Analysts forecast that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Dividend Announcement

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

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.