Exane Asset Management Reduces Holdings in UBS Group AG $UBS

Exane Asset Management lessened its stake in shares of UBS Group AG (NYSE:UBS) by 24.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 789,001 shares of the bank’s stock after selling 249,990 shares during the period. UBS Group comprises approximately 10.8% of Exane Asset Management’s investment portfolio, making the stock its 3rd biggest holding. Exane Asset Management’s holdings in UBS Group were worth $30,139,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of UBS. AQR Capital Management LLC lifted its stake in UBS Group by 73.9% in the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after acquiring an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of UBS Group by 18.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after purchasing an additional 708 shares during the period. NewEdge Advisors LLC raised its stake in UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after buying an additional 1,267 shares in the last quarter. Focus Partners Wealth lifted its holdings in UBS Group by 11.6% during the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after buying an additional 1,469 shares during the period. Finally, Geneos Wealth Management Inc. lifted its holdings in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares during the period.

UBS Group Stock Up 2.5%

UBS stock opened at $49.25 on Wednesday. The stock has a market capitalization of $153.85 billion, a PE ratio of 22.18, a price-to-earnings-growth ratio of 0.45 and a beta of 1.12. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. 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 of $44.15 and a 200 day moving average of $40.98.

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

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS co‑underwrote a >$400m recapitalization for Aidacare, a deal that generates investment‑banking fees and demonstrates ongoing deal flow in debt capital markets. Bain Capital Credit, UBS underwrite $400m-plus recap for Aidacare
• Positive Sentiment: UBS public recognition in wealth management: four UBS advisor teams in the U.S. Southeast were ranked #1 by Forbes/SHOOK, supporting the firm’s advisory franchise and client retention — positive for recurring wealth‑management revenue and brand. Four UBS Financial Advisor Teams Ranked #1
• Positive Sentiment: UBS research is bullish on parts of Europe and sees substantial upside in selected stocks, which can drive trading and M&A advisory opportunities as investor interest in European equities recovers. European stocks are ‘finally’ improving, UBS says
• Positive Sentiment: UBS analysts reiterated a Buy on Nvidia and continue to publish high‑profile calls (and upgrades on other names like Vista Energy), which reinforces the firm’s visible research franchise that can support trading and advisory revenue. UBS reiterates Buy on Nvidia
• Neutral Sentiment: UBS disclosed it cut its stake in EROAD below the substantial‑shareholding threshold — a portfolio move that trims an investment holding but has limited direct impact on UBS’s core fee businesses. UBS Cuts EROAD Stake
• Neutral Sentiment: UBS research led to sector calls and price‑target revisions (telecom towers, real estate names like British Land), showing active analyst flows that can produce trading volume but also mean contrarian positioning risk. UK office market faces long-term drag from AI, says UBS
• Negative Sentiment: Zurcher Kantonalbank’s 13F shows it reduced its UBS position by roughly 3.27M shares (~$151m), a visible institutional trim that can weigh on near‑term demand and market perception. Fund Update: Zurcher Kantonalbank Disclosed New Holdings

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, November 7th. Finally, Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average 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.