UBS Group AG $UBS Stock Position Decreased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. trimmed its stake in UBS Group AG (NYSE:UBS) by 74.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,556 shares of the bank’s stock after selling 116,916 shares during the quarter. Jefferies Financial Group Inc.’s holdings in UBS Group were worth $1,663,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Flagship Wealth Advisors LLC purchased a new stake in shares of UBS Group during the third quarter valued at $29,000. Twin Peaks Wealth Advisors LLC purchased a new position in UBS Group in the 2nd quarter worth about $33,000. Private Trust Co. NA raised its holdings in UBS Group by 75.2% during the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after buying an additional 366 shares during the period. Salomon & Ludwin LLC lifted its stake in UBS Group by 2,566.7% during the third quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock valued at $46,000 after buying an additional 1,078 shares in the last quarter. Finally, Mather Group LLC. purchased a new stake in UBS Group during the third quarter valued at about $46,000.

UBS Group Price Performance

UBS opened at $38.86 on Thursday. The stock has a fifty day moving average price of $44.44 and a 200 day moving average price of $41.93. The company has a current ratio of 1.19, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $49.36. The stock has a market cap of $121.38 billion, a price-to-earnings ratio of 16.46, a PEG ratio of 0.37 and a beta of 1.14.

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

UBS Group Announces Dividend

The company also recently disclosed a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be issued a $0.55 dividend. The ex-dividend date is Wednesday, April 22nd. UBS Group’s dividend payout ratio is currently 14.83%.

Analyst Upgrades and Downgrades

UBS has been the topic of several analyst reports. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $60.30.

More UBS Group News

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

• Positive Sentiment: UBS research is driving market-moving analyst coverage (examples: bullish note on Rivian), reinforcing its investment-banking & research franchise that supports fee revenue and trading flows. Rivian Is About to Challenge Tesla Where It Hurts Most
• Positive Sentiment: UBS analysts have recently raised price targets and issued coverage that helps position the firm as a go-to research house (examples include coverage around Nvidia, Bristol‑Myers, NextEra), supporting recurring advisory and research fee prospects. UBS Sets the Stage for Nvidia Stock (NVDA) Ahead of GTC 2026
• Neutral Sentiment: UBS’s Global Entrepreneur Report and high‑profile sponsorships (e.g., Monaco events) bolster brand and wealth‑management visibility, which can support client flows over time but are not immediate earnings drivers. 63% of U.S. entrepreneurs are planning to exit their businesses. A new UBS report explains why
• Neutral Sentiment: UBS publishing sector/stock recommendations (energy, consumer names) highlights ongoing research productivity — useful for franchise economics but neutral until it translates to fee or trading revenue. ‘Buy Energy’: UBS Suggests 2 Energy Stocks to Consider Amid Geopolitical Risk
• Negative Sentiment: UBS faces renewed legal pressure in a New York hearing over handling of Nazi‑era accounts — a reputational and litigation risk that could result in fines, settlements, or ongoing reputational costs. This is the clearest near‑term negative for sentiment. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times flags potential issues with UBS’s private‑equity deal flow and legacy problems—raises questions about deal economics and risk controls that could weigh on investor confidence in transaction pipelines. UBS’s new private equity deals confront an old problem

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.