Envestnet Asset Management Inc. Trims Position in UBS Group AG $UBS

Envestnet Asset Management Inc. trimmed its stake in UBS Group AG (NYSE:UBS) by 3.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,576,783 shares of the bank’s stock after selling 51,525 shares during the period. Envestnet Asset Management Inc.’s holdings in UBS Group were worth $64,648,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Coldstream Capital Management Inc. lifted its stake in shares of UBS Group by 1.1% during the 2nd quarter. Coldstream Capital Management Inc. now owns 26,179 shares of the bank’s stock worth $885,000 after purchasing an additional 290 shares during the last quarter. Arkadios Wealth Advisors raised its holdings in UBS Group by 3.1% in the third quarter. Arkadios Wealth Advisors now owns 9,877 shares of the bank’s stock worth $405,000 after purchasing an additional 301 shares in the last quarter. Prospera Financial Services Inc lifted its position in shares of UBS Group by 1.7% during the second quarter. Prospera Financial Services Inc now owns 18,434 shares of the bank’s stock valued at $623,000 after buying an additional 310 shares during the last quarter. Sagespring Wealth Partners LLC lifted its position in shares of UBS Group by 2.5% during the third quarter. Sagespring Wealth Partners LLC now owns 12,705 shares of the bank’s stock valued at $521,000 after buying an additional 315 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of UBS Group by 0.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 121,385 shares of the bank’s stock valued at $4,966,000 after buying an additional 318 shares in the last quarter.

UBS Group Stock Performance

Shares of UBS stock opened at $43.93 on Monday. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $49.36. The company has a quick ratio of 1.03, a current ratio of 1.02 and a debt-to-equity ratio of 3.63. The stock has a market cap of $137.24 billion, a PE ratio of 18.61, a price-to-earnings-growth ratio of 0.43 and a beta of 1.12. The business has a 50-day simple moving average of $45.55 and a 200-day simple moving average of $41.54.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same period in the previous year, the firm earned $0.23 EPS. The business’s quarterly revenue was up 10.3% on a year-over-year basis. On average, equities 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. Shareholders of record on Wednesday, April 22nd will be given a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd. UBS Group’s dividend payout ratio is currently 14.83%.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS published its fourth‑quarter 2025 results and announced a $3 billion buyback (with the possibility of more). The combination of a results beat and a buyback supports EPS and capital-return expectations. UBS published its fourth-quarter 2025 results
• Positive Sentiment: UBS is moving to build digital‑asset infrastructure and explore bitcoin services for individual clients — a potential new revenue line if product rollout and regulatory clarity progress. UBS to Build Digital-Asset Infrastructure, Eyes Bitcoin Services for Individuals
• Neutral Sentiment: The Goldman Sachs team reaffirmed a Neutral rating on UBS, reflecting mixed analyst views that can limit immediate analyst-driven momentum. Finviz
• Neutral Sentiment: UBS disclosed it has ceased to be a substantial shareholder in Aeris Resources and Dalrymple Bay Infrastructure — routine portfolio moves that slightly reduce cross‑holdings risk but are unlikely to move UBS’s valuation materially. UBS Group AG Ceases to Be Substantial Shareholder in Aeris Resources UBS Group AG Exits Substantial Shareholder Position in Dalrymple Bay Infrastructure
• Neutral Sentiment: Switzerland’s supervisor (FINMA) says proposed capital rules targeted at UBS are proportionate — regulatory clarity reduces tail‑risk but could still require capital / structural adjustments. Proposed UBS regulation targeted and focused, says Swiss banking supervisor
• Negative Sentiment: UBS shares remain under pressure from wealth‑management outflows in the U.S.; investors are focused on whether client flows stabilize, which is weighing on the stock despite the buyback. UBS shares remain subdued on wealth management outflows, despite BofA backing
• Negative Sentiment: Broader crypto weakness (whales/ETFs selling) and UBS’s public caution — “crypto is not an asset” — could slow uptake of any crypto services and depress near‑term revenue expectations for digital‑asset initiatives. Bitcoin whales and ETFs are baling out of the market; UBS warns ‘crypto is not an asset’

Analyst Ratings Changes

UBS has been the topic of several research reports. BNP Paribas Exane downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 4th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research note on Friday. Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Finally, Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a 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 given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $60.30.

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.