ARGA Investment Management LP Has $68.86 Million Stake in UBS Group AG $UBS

ARGA Investment Management LP lessened its stake in shares of UBS Group AG (NYSE:UBS) by 76.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,686,108 shares of the bank’s stock after selling 5,603,001 shares during the period. UBS Group accounts for about 1.8% of ARGA Investment Management LP’s portfolio, making the stock its 14th largest position. ARGA Investment Management LP owned approximately 0.05% of UBS Group worth $68,859,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Coldstream Capital Management Inc. raised its holdings in shares of UBS Group by 1.1% during the second quarter. Coldstream Capital Management Inc. now owns 26,179 shares of the bank’s stock valued at $885,000 after purchasing an additional 290 shares during the period. Arkadios Wealth Advisors raised its stake in UBS Group by 3.1% during the 3rd quarter. Arkadios Wealth Advisors now owns 9,877 shares of the bank’s stock worth $405,000 after buying an additional 301 shares during the period. Prospera Financial Services Inc raised its stake in UBS Group by 1.7% during the 2nd quarter. Prospera Financial Services Inc now owns 18,434 shares of the bank’s stock worth $623,000 after buying an additional 310 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in UBS Group by 0.3% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 121,385 shares of the bank’s stock worth $4,966,000 after acquiring an additional 318 shares in the last quarter. Finally, Keel Point LLC grew its stake in UBS Group by 3.8% in the second quarter. Keel Point LLC now owns 9,488 shares of the bank’s stock valued at $321,000 after acquiring an additional 346 shares during the period.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS is reportedly preparing to offer Bitcoin and Ether trading to select private-bank clients, which could create a new fee stream and help retain ultra‑high‑net‑worth customers; rollout is expected to start in Switzerland with possible later expansion. UBS explores crypto investing for select private banking clients, Bloomberg News reports
• Neutral Sentiment: Multiple outlets report UBS is still choosing partners and hasn’t committed to specifics — the move is demand‑driven but initially narrow, so near-term revenue impact is uncertain. UBS Considers Offering Crypto Trading Through Private Bank
• Neutral Sentiment: UBS research noted a growing investor theme of hedging a stronger U.S. dollar with Chinese tech stocks — a sign UBS’s research flow is influencing markets, but it’s about client positioning rather than UBS’s own earnings. Investors Hedge U.S. Dollar With Chinese Tech Stocks, Says UBS
• Neutral Sentiment: Reports that UBS is considering external CEO candidates signal active succession planning — could be positive if it brings stronger leadership, but introduces short‑term governance uncertainty. UBS Also Considering External CEO Candidates, Ermotti Says
• Negative Sentiment: Political/regulatory risk resurfaced after the Swiss finance minister publicly opposed an AT1-bond compromise tied to UBS; this revives uncertainty around past crisis-era decisions and could weigh on sentiment or invite policy scrutiny. Swiss finance minister opposed to AT1 compromise for UBS
• Negative Sentiment: Market reaction: options and intraday flow suggest traders are positioning for volatility — headlines about crypto plans didn’t prevent shares from slipping, indicating the positive strategic news is being offset by the governance/regulatory concerns and short‑term profit‑taking. UBS Stock (UBS) Slips Despite Plan to Offer Crypto-Investing to Private Clients

UBS Group Stock Performance

Shares of UBS Group stock opened at $47.50 on Friday. The business’s fifty day simple moving average is $43.73 and its 200 day simple moving average is $40.72. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 3.69. UBS Group AG has a 12 month low of $25.75 and a 12 month high of $48.43. The firm has a market capitalization of $148.39 billion, a P/E ratio of 21.40, a price-to-earnings-growth ratio of 0.44 and a beta of 1.12.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, October 29th. The bank reported $0.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.48 by $0.28. The firm had revenue of $12.76 billion during 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 business’s revenue was up 4.3% compared to the same quarter last year. During the same period last year, the firm posted $0.43 EPS. As a group, analysts anticipate that UBS Group AG will post 1.9 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a report on Wednesday. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Thursday. Wall Street Zen raised shares of UBS Group from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. BNP Paribas Exane lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target 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.