American Century Companies Inc. Increases Stock Position in UBS Group AG $UBS

American Century Companies Inc. boosted its holdings in shares of UBS Group AG (NYSE:UBS) by 27.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,585,805 shares of the bank’s stock after acquiring an additional 337,208 shares during the period. American Century Companies Inc.’s holdings in UBS Group were worth $65,018,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in UBS Group in the second quarter worth about $4,878,061,000. Vanguard Group Inc. grew its stake in shares of UBS Group by 1.5% during the 3rd quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank’s stock valued at $5,646,903,000 after purchasing an additional 1,990,426 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in UBS Group by 21.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after buying an additional 13,417,945 shares during the last quarter. Fisher Asset Management LLC increased its stake in shares of 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 in the last quarter. Finally, Cevian Capital II GP LTD lifted its position in shares of UBS Group by 9.9% during the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock valued at $1,627,340,000 after buying an additional 4,330,274 shares in the last quarter.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Finally, Citigroup restated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: UBS’s recent quarterly beat and healthy metrics underpin investor confidence—Q4 EPS and revenue topped expectations and revenue growth plus solid ROE/net margin signal improving profitability and support for valuation. UBS Q4 results and metrics
• Positive Sentiment: UBS Chief Investment Office projects a broad commodities rally (metals-led) amid Iran-related geopolitical risk; a stronger commodities outlook can boost trading and CIO-driven flows for the bank. UBS forecasts broad commodities rally
• Neutral Sentiment: UBS research continuing active coverage: the firm reiterated a Buy on ON Holding (ONON) with a strong $85 target, showing UBS analysts are bullish on some retail names—this supports fee and research franchise credibility. ON Holding growth story intact says UBS analysts
• Neutral Sentiment: UBS-hosted events and conferences (e.g., UBS Global Consumer & Retail conference where companies present) keep underwriting and advisory pipelines active—these are routine revenue drivers for investment banks. CITITRENDS to Present at the UBS 2026 Global Consumer and Retail Conference
• Neutral Sentiment: UBS analysts remain visible in markets (e.g., coverage/comments on Micron, Indie Semiconductor, IG Group upgrades and energy names like Cheniere), which supports the firm’s retail/institutional research franchise and recurring fees. 10 Most Promising Canadian Stocks According to Analysts
• Neutral Sentiment: Branding and sponsorship activity (Primo Cup‑UBS Trophy sailing event) and regional outreach (UBS participating in Singapore gold hub discussions) are positive for client relationships and wealth-management visibility but have limited immediate P&L impact. Sailing: the 42nd Primo Cup-UBS Trophy gets under way
• Negative Sentiment: Regulatory/political friction: the Financial Times / Reuters report that Swiss lawmakers told UBS to tone down lobbying and reduce CEO Sergio Ermotti’s profile in a dispute over capital reforms is a reputational and political risk; heightened scrutiny or strained government relations could pressure the stock. UBS told to tone down lobbying in dispute with Swiss government, FT reports

UBS Group Stock Up 0.2%

Shares of UBS opened at $39.77 on Thursday. The firm has a fifty day moving average price of $45.24 and a 200-day moving average price of $41.96. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The firm has a market capitalization of $124.23 billion, a P/E ratio of 16.85, a P/E/G ratio of 0.38 and a beta of 1.14. UBS Group AG has a 12-month low of $25.75 and a 12-month high of $49.36.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate of $0.25 by $0.12. The company had revenue of $12.20 billion for the quarter, compared to the consensus estimate of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm’s revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.23 EPS. Equities research analysts expect that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The company also recently declared a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be issued a $0.55 dividend. The ex-dividend date is Wednesday, April 22nd.

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.