UBS Group AG $UBS Shares Acquired by AlphaCore Capital LLC

AlphaCore Capital LLC raised its stake in shares of UBS Group AG (NYSE:UBS) by 913.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,050 shares of the bank’s stock after acquiring an additional 18,973 shares during the quarter. AlphaCore Capital LLC’s holdings in UBS Group were worth $863,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of UBS Group during the second quarter worth about $4,878,061,000. Vanguard Group Inc. increased its holdings in shares of UBS Group by 1.5% in the 3rd quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank’s stock valued at $5,646,903,000 after acquiring an additional 1,990,426 shares during the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of UBS Group by 21.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after acquiring an additional 13,417,945 shares during the last quarter. Fisher Asset Management LLC raised its position in shares of UBS Group by 16.9% during the 2nd quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock valued at $1,975,903,000 after acquiring an additional 8,448,219 shares in the last quarter. Finally, Cevian Capital II GP LTD lifted its stake in UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after purchasing an additional 4,330,274 shares during the last quarter.

Key UBS Group News

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

• Positive Sentiment: Migration of Credit Suisse clients nearly complete, reducing integration risk and lingering execution uncertainty. Article Title
• Positive Sentiment: UBS named Lisa Golia head of its U.S. wealth adviser team, a hire that supports growth in a high‑margin business line. Article Title
• Neutral Sentiment: Cointelegraph highlights UBS research downgrading U.S. equities as “overvalued,” noting this view could redirect flows into crypto (Bitcoin) if U.S. upside is constrained. That’s a market-movement story more than a direct UBS revenue driver. Article Title
• Neutral Sentiment: UBS exited a substantial-holder position in Australia’s Inghams Group — a portfolio rebalancing step that is unlikely to materially affect UBS’s fundamentals. Article Title
• Neutral Sentiment: UBS research continues to move coverage (e.g., cut on Avantor, Buy on Zscaler) — standard sell‑side activity that affects clients but has limited immediate impact on UBS equity. Article Title Article Title
• Negative Sentiment: UBS warned private credit default rates could hit ~15% if an AI-driven bubble pops; the bank flagged systemic credit risks—this raises concerns about write‑downs and loss rates across credit portfolios. Article Title
• Negative Sentiment: UBS downgraded its view on U.S. equities (citing dollar risks and slowing buybacks), signaling lower market activity and potential headwinds for trading and asset‑management revenues if U.S. stocks underperform. Article Title

Analyst Upgrades and Downgrades

UBS has been the subject of several recent research reports. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Weiss Ratings reaffirmed 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 research report on Friday, February 6th. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Finally, Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

UBS Group Stock Down 1.2%

UBS stock opened at $41.38 on Friday. The firm’s 50-day moving average is $45.64 and its two-hundred day moving average is $41.94. The company has a market capitalization of $129.27 billion, a price-to-earnings ratio of 17.53, a price-to-earnings-growth ratio of 0.41 and a beta of 1.12. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $9.88 billion. During the same quarter in the previous year, the company earned $0.23 earnings per share. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. On average, analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Announces Dividend

The company also recently announced a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be issued a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd. UBS Group’s payout ratio is presently 14.83%.

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.