Banque Cantonale Vaudoise Raises Stock Position in UBS Group AG $UBS

Banque Cantonale Vaudoise grew its stake in shares of UBS Group AG (NYSE:UBS) by 0.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,760,992 shares of the bank’s stock after buying an additional 61,837 shares during the quarter. UBS Group accounts for 10.4% of Banque Cantonale Vaudoise’s investment portfolio, making the stock its biggest position. Banque Cantonale Vaudoise owned 0.21% of UBS Group worth $276,248,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in UBS. Flagship Wealth Advisors LLC purchased a new stake in UBS Group during the third quarter valued at about $29,000. Private Trust Co. NA lifted its stake in UBS Group by 75.2% during the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after purchasing an additional 366 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of UBS Group in the 2nd quarter worth about $33,000. Salomon & Ludwin LLC increased its position in shares of UBS Group by 2,566.7% during the 3rd quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock valued at $46,000 after purchasing an additional 1,078 shares during the last quarter. Finally, Mather Group LLC. bought a new position in shares of UBS Group during the 3rd quarter valued at about $46,000.

Wall Street Analyst Weigh In

UBS has been the subject of a number of recent research reports. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Finally, Citigroup reiterated 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 issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus 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 Price Performance

Shares of UBS Group stock opened at $38.64 on Tuesday. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. The business’s 50 day simple moving average is $44.75 and its two-hundred day simple moving average is $41.96. The stock has a market capitalization of $120.70 billion, a P/E ratio of 16.37, a price-to-earnings-growth ratio of 0.37 and a beta of 1.14. UBS Group AG has a one year low of $25.75 and a one year high of $49.36.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share 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 during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the firm posted $0.23 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Analysts forecast that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Dividend Announcement

The company also recently declared a special dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd will be given a dividend of $0.55 per share. 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.