UBS Group AG $UBS is Lingohr Asset Management GmbH’s 6th Largest Position

Lingohr Asset Management GmbH lifted its stake in shares of UBS Group AG (NYSE:UBS) by 1,198.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 258,115 shares of the bank’s stock after buying an additional 238,235 shares during the quarter. UBS Group comprises 2.6% of Lingohr Asset Management GmbH’s portfolio, making the stock its 6th largest position. Lingohr Asset Management GmbH’s holdings in UBS Group were worth $10,559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank purchased a new position in shares of UBS Group during the 2nd quarter worth approximately $4,878,061,000. Vanguard Group Inc. boosted its position 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 in the last quarter. Massachusetts Financial Services Co. MA grew its stake in UBS Group by 21.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock worth $3,171,497,000 after purchasing an additional 13,417,945 shares during the period. Fisher Asset Management LLC grew its stake 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 worth $1,975,903,000 after purchasing an additional 8,448,219 shares during the period. Finally, Cevian Capital II GP LTD raised its holdings in UBS Group by 9.9% in the second 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 in the last quarter.

UBS Group Stock Down 2.1%

Shares of UBS Group stock opened at $47.16 on Friday. UBS Group AG has a twelve month low of $25.75 and a twelve month 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 company’s 50 day moving average is $44.77 and its 200 day moving average is $41.15. The company has a market cap of $147.31 billion, a price-to-earnings ratio of 21.24, a price-to-earnings-growth ratio of 0.45 and a beta of 1.12.

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 the consensus estimate of $0.48 by $0.28. The firm 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 company’s revenue was up 4.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 EPS. Research analysts anticipate that UBS Group AG will post 1.9 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have recently weighed in on UBS. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Keefe, Bruyette & Woods lowered shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. BNP Paribas Exane cut shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Finally, Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. One investment 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $60.30.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS Asset Management was reported to have added a large position in HubSpot (HUBS) in recent quarters — a meaningful buy by UBS AM highlights AUM growth and trading flows that can support fee revenue. QuiverQuant HubSpot piece
• Positive Sentiment: UBS research raised Altria (MO) price target and maintained a Buy — an example of ongoing analyst activity that helps generate brokerage commissions and client engagement. Yahoo: UBS lifts Altria price target
• Positive Sentiment: UBS initiated/maintained coverage with Buy ratings on parts of the Indian commercial-vehicle sector (Tata Motors CV, Ashok Leyland), signaling expansion of regional coverage and potential new client flows in a growth market. Economic Times: UBS bullish on Tata CV & Ashok Leyland
• Neutral Sentiment: UBS analyst notes and research briefs (AppFolio, Globant, International Paper, gold outlook, Lear program) dominated headlines today — these are routine but keep UBS visible to institutional and retail clients; they tend to be neutral for UBS stock unless they drive material trading or underwriting flows. TipRanks: AppFolio note InsiderMonkey: Globant InsiderMonkey: International Paper
• Neutral Sentiment: Regulatory/filing updates — UBS filed a Swiss legal opinion related to a U.S. debt/warrant ETN program and issued participation notifications (corporate filings). These are compliance/administrative items and typically have limited direct impact on the share price. TipRanks: Swiss legal opinion GlobeNewswire: Participation notifications
• Negative Sentiment: UBS disclosed that it has ceased to be a substantial shareholder in Nanosonics (AU:NAN) — an exit notice that reflects a reduction of holdings and could be perceived as portfolio trimming or realized disposals. TipRanks: Nanosonics notice
• Negative Sentiment: Similarly, UBS exited a substantial holder position in Aeris Resources (AU:AIS) — another filing showing stake reductions that may contribute to short‑term downward pressure on sentiment. TipRanks: Aeris Resources notice

About UBS Group

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.