UBS Group AG $UBS Shares Purchased by Ingalls & Snyder LLC

Ingalls & Snyder LLC raised its stake in UBS Group AG (NYSE:UBS) by 13.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 170,069 shares of the bank’s stock after acquiring an additional 20,008 shares during the period. Ingalls & Snyder LLC’s holdings in UBS Group were worth $6,973,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of UBS Group in the 2nd quarter worth approximately $4,878,061,000. Vanguard Group Inc. increased its position in UBS Group by 1.5% in the third quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank’s stock worth $5,646,903,000 after buying an additional 1,990,426 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in UBS Group by 21.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after buying an additional 13,417,945 shares during the last quarter. Fisher Asset Management LLC boosted its holdings 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 valued at $1,975,903,000 after acquiring an additional 8,448,219 shares during the period. Finally, Cevian Capital II GP LTD grew its position in shares of UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after acquiring an additional 4,330,274 shares during the last quarter.

UBS Group Stock Up 0.7%

UBS opened at $42.28 on Wednesday. UBS Group AG has a one year low of $25.75 and a one year 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 1.02. The stock’s fifty day moving average is $45.98 and its 200-day moving average is $41.79. The company has a market capitalization of $132.08 billion, a PE ratio of 17.92, a P/E/G ratio of 0.41 and a beta of 1.12.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.12. The business had revenue of $12.20 billion during the quarter, compared to analysts’ expectations of $9.88 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.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. On average, equities analysts predict that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on UBS. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $44.00 to $60.30 in a research report on Tuesday, December 16th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. BNP Paribas Exane lowered UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. One research 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 given a Sell rating to the company. According to data from MarketBeat.com, UBS Group presently has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: Brokerages rate UBS a “Moderate Buy,” reinforcing investor confidence in the bank’s outlook and helping underpin the stock’s move higher. Article Title
• Neutral Sentiment: UBS research drove a high-profile upgrade of Southwest Airlines to “Buy,” illustrating the strength and market impact of UBS’ equity research desk (this bolsters fee/research credibility but is not a direct earnings driver for UBS). Article Title
• Neutral Sentiment: UBS upgraded Rivian after a large share rally but flagged limited upside, showing UBS is actively repositioning coverage after volatile moves—again positive for the brokerage franchise but mixed for near-term research alpha. Article Title
• Neutral Sentiment: UBS retained and adjusted ratings on several regional banks (Western Alliance, SouthState, East West), highlighting steady research activity across financials that supports recurring research/IB revenues. Western Alliance article SouthState article East West article
• Neutral Sentiment: UBS’ equities leadership signaled increased caution on U.S. tech capex-to-profit conversion, driving industry commentary and showing UBS taking a more cautious stance on growth tech — notable for markets but mixed for UBS’ own earnings. Article Title
• Negative Sentiment: A three-person UBS advisory team managing roughly $480M in client AUM left to join Wells Fargo, a near-term hit to wealth-management AUM and potential revenue if more advisor departures follow. Article Title
• Negative Sentiment: UK’s Financial Times reports a court ordered UBS to give Credit Suisse shareholders access to valuation documents — this increases legal/disclosure risk and keeps potential liabilities and reputational issues in focus. Article Title

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.