Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS

Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,070,000 shares of the bank’s stock after acquiring an additional 60,000 shares during the period. UBS Group accounts for approximately 29.6% of Crocodile Capital Partners GmbH’s investment portfolio, making the stock its biggest position. Crocodile Capital Partners GmbH’s holdings in UBS Group were worth $49,552,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of UBS Group during the 2nd quarter worth approximately $4,878,061,000. Wellington Management Group LLP increased its holdings in shares of UBS Group by 254.9% in the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after purchasing an additional 45,731,061 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position 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 worth $3,171,497,000 after buying an additional 13,417,945 shares in the last quarter. Viking Global Investors LP lifted its position in UBS Group by 407.5% during the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after buying an additional 10,516,148 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its stake in UBS Group by 16.9% during the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after buying an additional 8,448,219 shares during the last quarter.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UBS. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and boosted their price target for the company from $44.00 to $60.30 in a research report on Tuesday, December 16th. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. 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 company’s stock. According to MarketBeat.com, UBS Group has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Stock Down 1.7%

Shares of NYSE:UBS opened at $36.71 on Monday. The company has a market capitalization of $114.68 billion, a price-to-earnings ratio of 15.55, a PEG ratio of 0.35 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. The business has a 50-day moving average price of $43.05 and a 200 day moving average price of $41.80. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last posted 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. The company had revenue of $12.20 billion for the quarter, compared to analysts’ expectations of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. UBS Group’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.23 earnings per share. Sell-side analysts expect that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Announces Dividend

The business 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 is Wednesday, April 22nd.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS won approval to convert UBS Bank USA to a national bank charter, enabling nationwide deposit-taking and a broader suite of U.S. banking products — a clear strategic step to scale U.S. wealth-management and client deposit capabilities, which can boost fee income and client flows over time. UBS Expands With New US National Bank Charter UBS Secures U.S. Banking License
• Neutral Sentiment: UBS CEO Sergio Ermotti publicly pushed back on “fearmongering” around bank regulation — aimed at calming investor concerns about regulatory overreach after past industry stress. This is sentiment-managing commentary rather than a direct fundamental change. UBS CEO attacks ‘fearmongering’ over bank regulations
• Neutral Sentiment: UBS continues active equity research and analyst activity (research notes, price-target moves for other companies), which keeps the firm visible in markets but does not directly move UBS’s own fundamentals. Examples include UBS research coverage referenced across markets. Transformational Opportunities: UBS Suggests 2 Longevity Stocks to Buy
• Negative Sentiment: UBS Asset Management Europe has opened consultations over job cuts in Italy — nine roles, roughly one-fifth of the local team — a small but visible sign of restructuring that can signal cost pressure or weaker regional business momentum. That operational news is a near-term negative for sentiment. UBS asset management tells unions it needs cut one fifth of Italy staff

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.