Harbour Capital Advisors LLC Acquires New Position in UBS Group AG $UBS

Harbour Capital Advisors LLC acquired a new position in shares of UBS Group AG (NYSE:UBS) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 16,205 shares of the bank’s stock, valued at approximately $663,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Norges Bank bought a new position in shares of UBS Group during the second quarter valued at approximately $4,878,061,000. Vanguard Group Inc. lifted its holdings in shares of UBS Group by 3.0% in the 2nd quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after purchasing an additional 3,907,669 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in UBS Group by 1.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 74,893,429 shares of the bank’s stock valued at $2,293,986,000 after purchasing an additional 1,363,149 shares during the period. Fisher Asset Management LLC grew its stake in UBS Group by 16.9% during the 2nd quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after buying an additional 8,448,219 shares during the last quarter. Finally, Cevian Capital II GP LTD grew its stake in UBS Group by 9.9% during the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after buying an additional 4,330,274 shares during the last quarter.

Trending Headlines about UBS Group

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

• Positive Sentiment: Zacks upgraded UBS to a “Strong Buy” (Zacks Rank #1), highlighting improved earnings prospects and contributing to recent upside momentum in the stock. All You Need to Know About UBS (UBS) Rating Upgrade to Strong Buy
• Positive Sentiment: Bank of America raised UBS to a Buy, another notable sell‑side upgrade that has supported fresh buying interest and the recent gap-up in the shares. UBS Group (NYSE:UBS) Raised to Buy at Bank of America
• Positive Sentiment: Financial Times reports on a proposed Swiss political compromise that could materially reduce UBS’s potential capital bill — a development that would be earnings- and capital-friendly if adopted. How a Swiss compromise could save UBS billions
• Positive Sentiment: Zurich canton urged the federal government to soften planned tighter capital requirements for UBS, reducing regulatory risk to competitiveness and capital strain. This political pushback is being viewed as supportive for the stock. Canton Zurich urges government to soften UBS capital requirements plan
• Neutral Sentiment: Short-term momentum pieces note UBS has risen sharply in the past week and attracted buy-side attention — positive for sentiment but not a fundamental change. UBS (UBS) Is Up 6.32% in One Week: What You Should Know
• Neutral Sentiment: Real estate/operations note: hedge fund Qube has taken six floors in UBS’s Hong Kong Central building — a local occupancy/real‑estate development with limited immediate impact on group earnings. Hedge fund Qube takes six UBS floors in Hong Kong’s Central
• Neutral Sentiment: Many recent headlines reflect UBS’s active investment research (e.g., notes on BP, Broadcom and Meesho coverage) — useful for revenue/flow perception but indirect for near-term stock moves. Here are BP’s priorities as new boss joins to accelerate change, says UBS

UBS Group Price Performance

Shares of NYSE UBS opened at $46.28 on Friday. The stock has a market cap of $148.38 billion, a P/E ratio of 20.85, a P/E/G ratio of 0.56 and a beta of 1.13. The firm’s 50-day simple moving average is $39.45 and its 200 day simple moving average is $38.22. UBS Group AG has a fifty-two week low of $25.75 and a fifty-two week high of $46.66. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on UBS shares. Zacks Research upgraded UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $44.00 to $60.30 in a research report on Tuesday. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Monday, November 3rd. Finally, BNP Paribas lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $60.30.

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.