Bank of Montreal Can Raises Stock Position in UBS Group AG $UBS

Bank of Montreal Can increased its stake in UBS Group AG (NYSE:UBS) by 248.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,325,276 shares of the bank’s stock after acquiring an additional 6,650,862 shares during the period. Bank of Montreal Can owned approximately 0.29% of UBS Group worth $380,782,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. AQR Capital Management LLC boosted its stake in shares of UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in UBS Group by 18.6% during 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 holdings in shares of UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock valued at $1,279,000 after acquiring an additional 1,267 shares in the last quarter. Focus Partners Wealth raised its holdings in shares of UBS Group by 11.6% in the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after purchasing an additional 1,469 shares in the last quarter. 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.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on UBS. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Finally, Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and an average target price of $60.30.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS reported a strong 2025 standalone profit and said it has optimized its capital structure, which supports dividend/return potential and reassures investors about capital management. Article Title
• Positive Sentiment: UBS published its 31 December 2025 Pillar 3 risk and capital disclosures under the revised Swiss Basel III rules — increased transparency on risk-weighted assets and capital ratios can reduce regulatory uncertainty. Article Title
• Positive Sentiment: UBS filed Form 6‑K updates embedding 2025 figures into U.S. filings and provided additional detail on capitalization — a proactive move that should soothe investor concerns about capital adequacy after the Credit Suisse integration. Article Title Article Title
• Positive Sentiment: UBS reported sustainability gains and said integration of Credit Suisse is progressing, which could deliver cost synergies and revenue opportunities for wealth-management clients. Article Title
• Neutral Sentiment: UBS exited a substantial shareholding in Andean Silver Limited — a portfolio move that appears non-core and unlikely to materially affect UBS’s financials. Article Title
• Neutral Sentiment: UBS hosted/organized investor events (e.g., Emerging India/Singapore meetings) featuring third‑party companies — useful for franchise engagement but not directly material to UBS’s near‑term earnings. Article Title
• Negative Sentiment: UBS kept CEO Sergio Ermotti’s 2025 pay unchanged (~$19.1m), drawing scrutiny amid public debate over CEO bonuses and capital use; this raises governance and reputational risk that could weigh on sentiment for some investors. Article Title Article Title
• Negative Sentiment: UBS Switzerland AG reported lower 2025 standalone profit on higher costs and a slightly smaller balance sheet — indicates some cost pressures at the Swiss unit that could limit near‑term margin improvement. Article Title

UBS Group Trading Up 0.5%

Shares of NYSE:UBS opened at $38.64 on Tuesday. The company has a quick ratio of 1.03, a current ratio of 1.02 and a debt-to-equity ratio of 3.63. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $49.36. The stock has a market cap of $120.70 billion, a price-to-earnings ratio of 16.37, a PEG ratio of 0.37 and a beta of 1.14. The business has a 50-day moving average price of $44.75 and a 200-day moving average price of $41.96.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The firm had revenue of $12.20 billion for the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the firm earned $0.23 earnings per share. UBS Group’s revenue for the quarter was up 10.3% on a year-over-year basis. Equities analysts predict that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Dividend Announcement

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

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.