DJE Kapital AG Buys 40,679 Shares of UBS Group AG $UBS

DJE Kapital AG grew its stake in UBS Group AG (NYSE:UBS) by 25.1% in the fourth quarter, HoldingsChannel reports. The fund owned 203,050 shares of the bank’s stock after acquiring an additional 40,679 shares during the period. DJE Kapital AG’s holdings in UBS Group were worth $9,491,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of UBS. Public Sector Pension Investment Board raised its stake in shares of UBS Group by 3.7% during the third quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock worth $112,048,000 after buying an additional 97,509 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of UBS Group by 254.9% during the third 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. Natixis Advisors LLC raised its stake in shares of UBS Group by 21.6% during the third quarter. Natixis Advisors LLC now owns 3,662,233 shares of the bank’s stock worth $150,152,000 after buying an additional 651,133 shares during the last quarter. Fisher Asset Management LLC raised its stake in shares of UBS Group by 4.7% during the third quarter. Fisher Asset Management LLC now owns 61,168,437 shares of the bank’s stock worth $2,507,906,000 after buying an additional 2,744,348 shares during the last quarter. Finally, Pictet Asset Management Holding SA raised its stake in shares of UBS Group by 1.8% during the fourth quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock worth $1,676,302,000 after buying an additional 629,310 shares during the last quarter.

Analysts Set New Price Targets

UBS has been the subject of a number of recent research reports. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a report on Wednesday, May 13th. Finally, Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group Stock Up 3.0%

Shares of NYSE UBS opened at $48.19 on Friday. The stock has a market cap of $150.55 billion, a P/E ratio of 17.27, a P/E/G ratio of 0.80 and a beta of 1.19. The firm has a 50 day moving average price of $44.51 and a 200 day moving average price of $43.41. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. UBS Group AG has a 52-week low of $30.36 and a 52-week high of $49.36.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. The firm had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Analysts expect that UBS Group AG will post 3.27 EPS for the current year.

Trending Headlines about UBS Group

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

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

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.