Corient Private Wealth LLC Has $3.24 Million Stock Holdings in UBS Group AG $UBS

Corient Private Wealth LLC lifted its holdings in UBS Group AG (NYSE:UBS) by 29.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 95,681 shares of the bank’s stock after buying an additional 21,829 shares during the quarter. Corient Private Wealth LLC’s holdings in UBS Group were worth $3,236,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in UBS. Norges Bank bought a new stake in UBS Group during the 2nd quarter worth about $4,878,061,000. Vanguard Group Inc. grew its stake in shares of UBS Group by 3.0% during the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock valued at $4,595,641,000 after purchasing an additional 3,907,669 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of UBS Group by 1.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 74,893,429 shares of the bank’s stock valued at $2,293,986,000 after purchasing an additional 1,363,149 shares in the last quarter. Fisher Asset Management LLC raised its position in UBS Group by 16.9% in the 2nd quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after purchasing an additional 8,448,219 shares during the last quarter. Finally, Cevian Capital II GP LTD raised its position in UBS Group by 9.9% in the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after purchasing an additional 4,330,274 shares during the last quarter.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Zacks Research raised UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 17th. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and raised their price target for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. Finally, Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Price Performance

UBS Group stock opened at $46.28 on Monday. 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 firm has a market capitalization of $148.38 billion, a P/E ratio of 20.85, a PEG ratio of 0.56 and a beta of 1.13. The business has a 50-day moving average of $39.45 and a 200-day moving average of $38.29. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $46.66.

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

Key Headlines 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.