Maryland State Retirement & Pension System Has $13.63 Million Stake in UBS Group AG $UBS

Maryland State Retirement & Pension System grew its stake in UBS Group AG (NYSE:UBS) by 10.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 333,884 shares of the bank’s stock after acquiring an additional 31,324 shares during the quarter. Maryland State Retirement & Pension System’s holdings in UBS Group were worth $13,631,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of UBS. Permanent Capital Management LP acquired a new stake in UBS Group in the 3rd quarter valued at approximately $2,842,000. Thrivent Financial for Lutherans grew its stake in shares of UBS Group by 6,413.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 1,061,842 shares of the bank’s stock worth $35,813,000 after acquiring an additional 1,045,540 shares in the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in shares of UBS Group in the second quarter valued at approximately $898,000. Longfellow Investment Management Co. LLC bought a new stake in shares of UBS Group in the second quarter worth $1,409,000. Finally, Corient Private Wealth LLC boosted its holdings in UBS Group by 29.6% during the second quarter. Corient Private Wealth LLC now owns 95,681 shares of the bank’s stock worth $3,236,000 after purchasing an additional 21,829 shares during the last quarter.

UBS Group Stock Performance

NYSE UBS opened at $47.38 on Friday. The stock has a market cap of $148.01 billion, a PE ratio of 21.34, a P/E/G ratio of 0.44 and a beta of 1.12. The company has a debt-to-equity ratio of 3.69, a quick ratio of 1.03 and a current ratio of 1.03. The firm has a 50-day moving average of $42.90 and a 200-day moving average of $40.32. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $48.43.

UBS Group (NYSE:UBS) last released its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm had revenue of $12.76 billion for the quarter, compared to analysts’ expectations of $9.68 billion. During the same period in the prior year, the firm earned $0.43 EPS. The business’s revenue was up 4.3% on a year-over-year basis. On average, sell-side analysts anticipate that UBS Group AG will post 1.9 EPS for the current year.

Key UBS Group News

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

Analyst Upgrades and Downgrades

UBS has been the topic of several analyst reports. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. BNP Paribas lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Finally, Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, UBS Group currently has an average rating of “Moderate Buy” and an average target price 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.