Fisher Asset Management LLC Grows Stake in UBS Group AG $UBS

Fisher Asset Management LLC lifted its holdings in shares of UBS Group AG (NYSE:UBS) by 4.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 61,168,437 shares of the bank’s stock after acquiring an additional 2,744,348 shares during the period. Fisher Asset Management LLC’s holdings in UBS Group were worth $2,507,906,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Flagship Wealth Advisors LLC purchased a new position in UBS Group in the third quarter valued at approximately $29,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of UBS Group in the 2nd quarter valued at $33,000. Private Trust Co. NA boosted its holdings in shares of UBS Group by 75.2% in the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after buying an additional 366 shares in the last quarter. Westside Investment Management Inc. grew its position in shares of UBS Group by 535.2% in the 2nd quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock valued at $38,000 after buying an additional 958 shares during the last quarter. Finally, Salomon & Ludwin LLC raised its stake in UBS Group by 2,566.7% during the 3rd quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after acquiring an additional 1,078 shares in the last quarter.

UBS Group Stock Down 1.2%

Shares of NYSE UBS opened at $41.38 on Monday. The firm’s 50-day moving average is $45.64 and its two-hundred day moving average is $41.97. The company has a market capitalization of $129.27 billion, a PE ratio of 17.53, a price-to-earnings-growth ratio of 0.40 and a beta of 1.14. UBS Group AG has a 12-month low of $25.75 and a 12-month high of $49.36. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. The firm had revenue of $12.20 billion for the quarter, compared to analyst estimates of $9.88 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.UBS Group’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.23 EPS. Equities analysts anticipate that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Dividend Announcement

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

Analyst Ratings Changes

Several research firms have issued reports on UBS. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. Finally, Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $60.30.

Key UBS Group News

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

• Positive Sentiment: Migration of Credit Suisse clients nearly complete, reducing integration risk and lingering execution uncertainty. Article Title
• Positive Sentiment: UBS named Lisa Golia head of its U.S. wealth adviser team, a hire that supports growth in a high‑margin business line. Article Title
• Neutral Sentiment: Cointelegraph highlights UBS research downgrading U.S. equities as “overvalued,” noting this view could redirect flows into crypto (Bitcoin) if U.S. upside is constrained. That’s a market-movement story more than a direct UBS revenue driver. Article Title
• Neutral Sentiment: UBS exited a substantial-holder position in Australia’s Inghams Group — a portfolio rebalancing step that is unlikely to materially affect UBS’s fundamentals. Article Title
• Neutral Sentiment: UBS research continues to move coverage (e.g., cut on Avantor, Buy on Zscaler) — standard sell‑side activity that affects clients but has limited immediate impact on UBS equity. Article Title Article Title
• Negative Sentiment: UBS warned private credit default rates could hit ~15% if an AI-driven bubble pops; the bank flagged systemic credit risks—this raises concerns about write‑downs and loss rates across credit portfolios. Article Title
• Negative Sentiment: UBS downgraded its view on U.S. equities (citing dollar risks and slowing buybacks), signaling lower market activity and potential headwinds for trading and asset‑management revenues if U.S. stocks underperform. Article Title

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.