Great Lakes Advisors LLC Reduces Stock Holdings in UBS Group AG $UBS

Great Lakes Advisors LLC decreased its stake in UBS Group AG (NYSE:UBS) by 2.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 611,294 shares of the bank’s stock after selling 16,261 shares during the period. Great Lakes Advisors LLC’s holdings in UBS Group were worth $28,309,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of UBS. Navalign LLC purchased a new position in shares of UBS Group in the 4th quarter worth approximately $32,000. Larson Financial Group LLC boosted its holdings in shares of UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after purchasing an additional 445 shares during the period. JPL Wealth Management LLC purchased a new position in shares of UBS Group in the 3rd quarter worth approximately $37,000. Empowered Funds LLC purchased a new position in shares of UBS Group in the 4th quarter worth approximately $41,000. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of UBS Group by 1,013.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank’s stock worth $46,000 after purchasing an additional 882 shares during the period.

UBS Group Price Performance

Shares of UBS stock opened at $48.19 on Friday. UBS Group AG has a 52-week low of $30.36 and a 52-week high of $49.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. The firm has a market capitalization of $150.55 billion, a P/E ratio of 17.27, a P/E/G ratio of 0.80 and a beta of 1.19. The stock has a 50 day moving average price of $44.51 and a 200 day moving average price of $43.41.

UBS Group (NYSE:UBS) last issued its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.85 by $0.09. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. As a group, sell-side analysts predict that UBS Group AG will post 3.27 earnings per share for the current year.

UBS Group News Roundup

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

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on UBS shares. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Thursday, April 23rd. Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Barclays upgraded UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $60.30.

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.