Summit Global Investments Sells 45,158 Shares of UBS Group AG $UBS

Summit Global Investments cut its holdings in UBS Group AG (NYSE:UBS) by 84.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,040 shares of the bank’s stock after selling 45,158 shares during the quarter. Summit Global Investments’ holdings in UBS Group were worth $330,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in UBS. Flagship Wealth Advisors LLC purchased a new position in UBS Group during the third quarter valued at approximately $29,000. Twin Peaks Wealth Advisors LLC bought a new stake in UBS Group in the 2nd quarter valued at $33,000. Private Trust Co. NA lifted its position in shares of UBS Group by 75.2% in the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after buying an additional 366 shares in the last quarter. Westside Investment Management Inc. raised its holdings in shares of UBS Group by 535.2% during the 2nd quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock worth $38,000 after acquiring an additional 958 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after purchasing an additional 573 shares in the last quarter.

UBS Group Price Performance

Shares of UBS opened at $47.16 on Monday. The stock has a market cap of $147.31 billion, a PE ratio of 21.24, a P/E/G ratio of 0.44 and a beta of 1.12. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $49.36. The firm has a 50-day simple moving average of $44.77 and a two-hundred day simple moving average of $41.23.

Analysts Set New Price Targets

Several research analysts have commented on UBS shares. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. BNP Paribas Exane lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price target for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. One 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 given a Sell rating to the company. According to data from MarketBeat.com, UBS Group has an average rating of “Moderate Buy” and a consensus price target of $60.30.

More UBS Group News

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

UBS Group Company 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.