UBS Group AG $UBS Shares Sold by Patient Capital Management LLC

Patient Capital Management LLC trimmed its holdings in shares of UBS Group AG (NYSE:UBS) by 22.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,500,849 shares of the bank’s stock after selling 436,790 shares during the quarter. UBS Group accounts for about 2.5% of Patient Capital Management LLC’s portfolio, making the stock its 18th largest position. Patient Capital Management LLC’s holdings in UBS Group were worth $61,535,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UBS. Norges Bank acquired a new position in UBS Group during the 2nd quarter valued at approximately $4,878,061,000. Massachusetts Financial Services Co. MA raised its stake in shares of UBS Group by 21.0% during 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 period. Fisher Asset Management LLC lifted its stake in UBS Group by 16.9% in 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 buying an additional 8,448,219 shares in the last quarter. Cevian Capital II GP LTD boosted its stake in shares of UBS Group by 9.9% in 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 acquiring an additional 4,330,274 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of UBS Group by 3.0% during the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after buying an additional 3,907,669 shares in the last quarter.

UBS Group Stock Performance

NYSE UBS opened at $46.46 on Wednesday. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03. The company has a market cap of $145.14 billion, a P/E ratio of 20.93, a P/E/G ratio of 0.45 and a beta of 1.12. The stock has a 50-day moving average of $43.23 and a two-hundred day moving average of $40.53. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $48.43.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating the consensus estimate of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The business had revenue of $12.76 billion during the quarter, compared to analyst estimates of $9.68 billion. During the same quarter last year, the firm posted $0.43 earnings per share. The business’s revenue for the quarter was up 4.3% compared to the same quarter last year. As a group, analysts anticipate that UBS Group AG will post 1.9 EPS for the current year.

Wall Street Analysts Forecast Growth

UBS has been the subject of a number of analyst reports. BNP Paribas lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, November 7th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Wall Street Zen raised UBS Group from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $60.30.

Key UBS Group News

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

• Positive Sentiment: Bank of America Securities reiterated a Buy on UBS, highlighting integration?driven profitability upside and scope for capital returns through 2026 — a strong fundamental endorsement that supports higher valuation expectations. UBS: Integration-Driven Profitability Upside and Capital Returns Support Buy Rating Through 2026
• Positive Sentiment: UBS research is bullish on gold, saying prices can reach new highs in 2026 — positive for UBS’s asset management/trading revenues and for investor flows into bullion strategies that the bank may distribute or advise on. ‘Gold Price Can Reach New Highs in 2026,’ Says UBS
• Neutral Sentiment: UBS CEO Sergio Ermotti warned at Davos that “selling U.S. assets is a dangerous bet” amid market upheaval — a macro view that may calm some clients but also underscores volatility; it’s market commentary rather than a direct company catalyst. Selling U.S. Assets is a ‘Dangerous Bet,’ Warns UBS CEO
• Neutral Sentiment: UBS’s board is reported to be considering external CEO candidates alongside internal contenders for the next CEO — a governance/succession update that creates some uncertainty but also indicates active planning for leadership transition. UBS also considering external CEO candidates, Bloomberg News reports
• Neutral Sentiment: UBS reduced holdings below substantial?holder thresholds in small Australian companies (Boss Energy, Vista Group) — routine portfolio moves that are unlikely to materially affect UBS’s core earnings but are worth noting for transparency. UBS Group AG Ceases to Be Substantial Shareholder in Boss Energy UBS Falls Below Substantial Holder Threshold in Vista Group
• Negative Sentiment: RBC hired a UBS wealth-management team overseeing about $770M in client assets in Syracuse — a tangible client/asset outflow that can pressure fee revenue and is a negative signal around retention in parts of the U.S. adviser market. RBC nabs $770 million UBS team in Syracuse

UBS Group Company 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.