Pzena Investment Management LLC Has $1.04 Billion Holdings in UBS Group AG $UBS

Pzena Investment Management LLC lowered its stake in UBS Group AG (NYSE:UBS) by 10.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 26,544,355 shares of the bank’s stock after selling 3,230,218 shares during the quarter. UBS Group comprises approximately 3.4% of Pzena Investment Management LLC’s holdings, making the stock its 5th largest holding. Pzena Investment Management LLC’s holdings in UBS Group were worth $1,037,088,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in UBS. MidFirst Bank acquired a new position in UBS Group in the fourth quarter valued at about $30,000. Navalign LLC acquired a new position in shares of UBS Group during the 4th quarter worth about $32,000. Larson Financial Group LLC increased its stake 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 valued at $34,000 after acquiring an additional 445 shares during the last quarter. JPL Wealth Management LLC bought a new stake in shares of UBS Group in the 3rd quarter valued at about $37,000. Finally, Prosperity Bancshares Inc acquired a new stake in shares of UBS Group in the 4th quarter valued at approximately $40,000.

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 $3.43 from $3.36 and FY2027 EPS to $4.10 from $4.03, a sign analysts see stronger profitability ahead. UBS Group AG earnings estimate update
• Positive Sentiment: UBS’s “Global Wealth Report 2026” highlighted a surge in U.S. wealth creation, including nearly one million new millionaires globally in 2025 and more than 1,200 new millionaires per day in the U.S., reinforcing UBS’s strength in wealth management and advising. UBS Global Wealth Report 2026 coverage
• Neutral Sentiment: UBS AG updated its U.S. tax counsel opinion for a debt securities shelf, which looks like routine financing/compliance work rather than a major business development. UBS AG debt securities shelf update
• Neutral Sentiment: UBS also reduced stakes in some holdings and continued making senior banker changes in Asia, but these items appear more operational than immediately stock-moving. UBS trims stake in Gentrack Group
• Negative Sentiment: One UBS analyst warning on Nvidia’s capex growth slowing could slightly temper sentiment around the broader AI trade, but this is more relevant to tech stocks than to UBS itself. UBS analyst Nvidia capex warning

Analyst Ratings Changes

UBS has been the subject of a number of analyst reports. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a research report on Monday. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $60.30.

UBS Group Stock Performance

UBS opened at $49.76 on Thursday. The company has a market capitalization of $155.46 billion, a price-to-earnings ratio of 17.84, a P/E/G ratio of 0.83 and a beta of 1.19. The business’s 50-day moving average price is $46.87 and its two-hundred day moving average price is $44.45. UBS Group AG has a 1 year low of $34.07 and a 1 year high of $51.24. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last posted its quarterly earnings data 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. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. Equities analysts expect that UBS Group AG will post 3.35 EPS 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.