UBS Group AG $UBS Shares Bought by Evergreen Capital Management LLC

Evergreen Capital Management LLC lifted its stake in shares of UBS Group AG (NYSE:UBS) by 39.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,805 shares of the bank’s stock after buying an additional 11,187 shares during the quarter. Evergreen Capital Management LLC’s holdings in UBS Group were worth $1,632,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in UBS. Norges Bank bought a new stake in shares of UBS Group in the 2nd quarter worth about $4,878,061,000. Vanguard Group Inc. grew its stake in UBS Group by 3.0% in the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after purchasing an additional 3,907,669 shares in the last quarter. Fisher Asset Management LLC increased its holdings in UBS Group by 16.9% in 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 buying an additional 8,448,219 shares during the last quarter. Cevian Capital II GP LTD grew its position in shares of 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 acquiring an additional 4,330,274 shares in the last quarter. Finally, Pzena Investment Management LLC increased its holdings in shares of UBS Group by 5.3% in the 2nd quarter. Pzena Investment Management LLC now owns 30,902,392 shares of the bank’s stock valued at $1,045,119,000 after acquiring an additional 1,551,567 shares during the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

UBS Group Trading Down 0.2%

UBS Group stock opened at $47.38 on Monday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69. The firm has a 50-day moving average price of $42.90 and a two-hundred day moving average price of $40.36. The firm has a market capitalization of $148.01 billion, a price-to-earnings ratio of 21.34, a PEG ratio of 0.44 and a beta of 1.12. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $48.43.

UBS Group (NYSE:UBS) last released its quarterly earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, beating analysts’ consensus estimates of $0.48 by $0.28. The company had revenue of $12.76 billion for the quarter, compared to analysts’ expectations of $9.68 billion. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.The business’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.43 earnings per share. Sell-side analysts expect that UBS Group AG will post 1.9 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on UBS. Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and raised their price target for the stock from $44.00 to $60.30 in a research report on Tuesday, December 16th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Monday, November 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th. Finally, Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Company 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.