UBS Group AG $UBS Holdings Trimmed by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. reduced its position in UBS Group AG (NYSE:UBS) by 4.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 309,569 shares of the bank’s stock after selling 14,790 shares during the quarter. UBS Group comprises about 2.8% of Contravisory Investment Management Inc.’s holdings, making the stock its largest position. Contravisory Investment Management Inc.’s holdings in UBS Group were worth $14,336,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in UBS. AQR Capital Management LLC raised its holdings in UBS Group by 73.9% during the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in UBS Group by 18.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after purchasing an additional 708 shares in the last quarter. NewEdge Advisors LLC increased its position in UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after purchasing an additional 1,267 shares during the period. Focus Partners Wealth raised its stake in shares of UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after buying an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in shares of UBS Group by 62.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares in the last quarter.

UBS Group Stock Performance

UBS opened at $37.53 on Tuesday. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $49.36. The stock has a market cap of $117.23 billion, a P/E ratio of 15.90, a P/E/G ratio of 0.35 and a beta of 1.14. The stock’s 50 day simple moving average is $42.85 and its 200 day simple moving average is $41.78. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.19 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.12. The firm had revenue of $12.20 billion during the quarter, compared to analysts’ expectations of $9.88 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.UBS Group’s revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.23 earnings per share. As a group, equities analysts anticipate that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Dividend Announcement

The company also recently declared a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be paid a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd.

UBS Group News Roundup

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

• Positive Sentiment: OCC approval for a national bank charter clears the way for UBS to add traditional banking services in the U.S., supporting its strategy to deepen wealth-management relationships and cross-sell loans/deposits to a large client base. UBS Group to Expand U.S. Wealth Operations After Securing OCC Approval
• Positive Sentiment: Invested-assets growth remains strong (assets topped $7 trillion and rose ~15% for 2025), underpinning fee income and reported net profit — a structural tailwind for revenue and client-retention metrics. Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
• Neutral Sentiment: UBS and UBS AG closed/expired rescission offers for certain debt securities and continue claim reviews — this resolves a procedural step but leaves claim-review uncertainty that could affect future reserves or legal disclosures. UBS Group and UBS AG Close Rescission Offers for Certain Debt Securities UBS Rescission Offers on Certain Debt Securities Expire as Claim Review Continues
• Neutral Sentiment: CEO Sergio Ermotti said the Middle East conflict hasn’t caused a major client shift, but he warned energy prices may stay elevated — commentary that suggests limited client flight but potential macro-driven volatility for markets/trading. UBS Chief Ermotti Says War Isn’t Causing Major Shift for Clients
• Neutral Sentiment: UBS has raised oil price forecasts amid the Middle East escalation — a development that may boost energy trading revenues but also increases market volatility risk. UBS raises oil price forecasts at Middle East conflict escalates
• Negative Sentiment: Reports highlight asset outflows and adviser departures as UBS revamps its U.S. wealth business — these execution risks and short-term client attrition could pressure margins and growth in the U.S. market. UBS Faces Challenges Revamping U.S. Wealth Management Amid Asset Outflows and Adviser Departures

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. The Goldman Sachs Group restated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. Finally, Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and increased their price target for the company from $44.00 to $60.30 in a report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UBS Group presently has a consensus rating of “Moderate Buy” and an average target price of $60.30.

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.