Assenagon Asset Management S.A. Has $10.16 Million Stake in UBS Group AG $UBS

Assenagon Asset Management S.A. raised its stake in UBS Group AG (NYSE:UBS) by 14.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 248,546 shares of the bank’s stock after acquiring an additional 30,831 shares during the quarter. Assenagon Asset Management S.A.’s holdings in UBS Group were worth $10,156,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Gradient Investments LLC lifted its stake in UBS Group by 60.9% in the 3rd quarter. Gradient Investments LLC now owns 30,940 shares of the bank’s stock valued at $1,269,000 after purchasing an additional 11,715 shares during the last quarter. GAMMA Investing LLC boosted its holdings in shares of UBS Group by 52.9% during the 3rd quarter. GAMMA Investing LLC now owns 1,300 shares of the bank’s stock valued at $53,000 after acquiring an additional 450 shares in the last quarter. Park National Corp OH grew its position in UBS Group by 17.8% during the 3rd quarter. Park National Corp OH now owns 9,178 shares of the bank’s stock worth $376,000 after acquiring an additional 1,389 shares during the last quarter. Corient Private Wealth LLC grew its position in UBS Group by 29.6% during the 2nd quarter. Corient Private Wealth LLC now owns 95,681 shares of the bank’s stock worth $3,236,000 after acquiring an additional 21,829 shares during the last quarter. Finally, Osaic Holdings Inc. increased its holdings in UBS Group by 19.6% in the 2nd quarter. Osaic Holdings Inc. now owns 32,345 shares of the bank’s stock worth $1,090,000 after purchasing an additional 5,299 shares in the last quarter.

UBS Group Stock Performance

Shares of UBS Group stock opened at $46.28 on Friday. The business has a 50-day moving average price of $39.45 and a two-hundred day moving average price of $38.25. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $46.66. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 3.69. The company has a market cap of $148.38 billion, a P/E ratio of 20.85, a PEG ratio of 0.56 and a beta of 1.13.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating the consensus estimate of $0.48 by $0.28. The company had revenue of $12.76 billion for the quarter, compared to analyst estimates of $9.68 billion. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.43 EPS. As a group, analysts anticipate that UBS Group AG will post 1.9 EPS for the current year.

Wall Street Analyst Weigh In

UBS has been the topic of several research reports. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, November 7th. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Monday, November 3rd. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $44.00 to $60.30 in a report on Tuesday, December 16th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Finally, BNP Paribas downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $60.30.

Key Stores Impacting UBS Group

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

• Positive Sentiment: Zacks upgraded UBS to a “Strong Buy” (Zacks Rank #1), highlighting improved earnings prospects and contributing to recent upside momentum in the stock. All You Need to Know About UBS (UBS) Rating Upgrade to Strong Buy
• Positive Sentiment: Bank of America raised UBS to a Buy, another notable sell‑side upgrade that has supported fresh buying interest and the recent gap-up in the shares. UBS Group (NYSE:UBS) Raised to Buy at Bank of America
• Positive Sentiment: Financial Times reports on a proposed Swiss political compromise that could materially reduce UBS’s potential capital bill — a development that would be earnings- and capital-friendly if adopted. How a Swiss compromise could save UBS billions
• Positive Sentiment: Zurich canton urged the federal government to soften planned tighter capital requirements for UBS, reducing regulatory risk to competitiveness and capital strain. This political pushback is being viewed as supportive for the stock. Canton Zurich urges government to soften UBS capital requirements plan
• Neutral Sentiment: Short-term momentum pieces note UBS has risen sharply in the past week and attracted buy-side attention — positive for sentiment but not a fundamental change. UBS (UBS) Is Up 6.32% in One Week: What You Should Know
• Neutral Sentiment: Real estate/operations note: hedge fund Qube has taken six floors in UBS’s Hong Kong Central building — a local occupancy/real‑estate development with limited immediate impact on group earnings. Hedge fund Qube takes six UBS floors in Hong Kong’s Central
• Neutral Sentiment: Many recent headlines reflect UBS’s active investment research (e.g., notes on BP, Broadcom and Meesho coverage) — useful for revenue/flow perception but indirect for near-term stock moves. Here are BP’s priorities as new boss joins to accelerate change, says UBS

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.