UBS Group AG $UBS Stock Holdings Lifted by Bank Julius Baer & Co. Ltd Zurich

Bank Julius Baer & Co. Ltd Zurich lifted its holdings in UBS Group AG (NYSE:UBS) by 26.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 5,704,194 shares of the bank’s stock after buying an additional 1,176,743 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in UBS Group were worth $264,599,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of UBS. Wellington Management Group LLP lifted its position in shares of UBS Group by 254.9% in the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after buying an additional 45,731,061 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its position 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 worth $3,171,497,000 after buying an additional 13,417,945 shares during the last quarter. Viking Global Investors LP lifted its position in shares of UBS Group by 407.5% in the 3rd 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 during the last quarter. Ninety One UK Ltd bought a new stake in UBS Group in the 4th quarter valued at about $411,917,000. Finally, Bank of Montreal Can lifted its position in UBS Group by 248.7% in the 3rd quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after purchasing an additional 6,650,862 shares during the last quarter.

UBS Group Price Performance

Shares of NYSE:UBS opened at $46.28 on Thursday. The stock’s 50 day moving average price is $40.64 and its 200 day moving average price is $42.10. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19. The stock has a market cap of $144.57 billion, a price-to-earnings ratio of 16.59, a PEG ratio of 0.85 and a beta of 1.19. UBS Group AG has a 12 month low of $30.36 and a 12 month high of $49.36.

UBS Group (NYSE:UBS) last issued its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. Equities research analysts anticipate that UBS Group AG will post 3.23 earnings per share for the current fiscal year.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS reported new 13F holdings that showed continued buying across several large-cap names, including sizable additions to Prologis, Broadcom, Microsoft, Alphabet, and TSMC, which may be read as a sign of active capital deployment by UBS Asset Management. Article Title
• Positive Sentiment: UBS was also cited in a separate filing update showing a small new position in QT Imaging, reinforcing that the firm is still making selective portfolio moves. Article Title
• Positive Sentiment: Market commentary noted that UBS remains upbeat on China’s stock market amid the recent rally, which can be interpreted as a constructive macro view from the bank’s strategists. Article Title
• Neutral Sentiment: UBS also appeared in industry research on other stocks, including a UBS upgrade of Corcept Therapeutics and a bearish note on Dell, which reflects the bank’s ongoing influence in equity research but does not directly change UBS’s own fundamentals. Article Title Article Title
• Neutral Sentiment: News that UBS Asset Management reduced a tiny WeShop position appears immaterial and unlikely to move the stock. Article Title
• Negative Sentiment: There is no major company-specific negative catalyst in the latest headlines, but the cluster of research calls on other names and small portfolio adjustments suggests the move in UBS Group AG (NYSE: UBS) is being driven more by broader sentiment and UBS’s own market activity than by a clear new growth catalyst.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research report on Wednesday. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, UBS Group currently has a consensus rating of “Hold” and a consensus 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.