Plato Investment Management Ltd Has $4.91 Million Stock Holdings in UBS Group AG $UBS

Plato Investment Management Ltd raised its position in shares of UBS Group AG (NYSE:UBS) by 43.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 120,920 shares of the bank’s stock after buying an additional 36,462 shares during the quarter. Plato Investment Management Ltd’s holdings in UBS Group were worth $4,905,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Flagship Wealth Advisors LLC acquired a new position in UBS Group in the 3rd quarter valued at approximately $29,000. Private Trust Co. NA increased its stake in shares of UBS Group by 75.2% in the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock worth $35,000 after acquiring an additional 366 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of UBS Group during the second quarter worth $33,000. Salomon & Ludwin LLC boosted its position in UBS Group by 2,566.7% during the third quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock valued at $46,000 after purchasing an additional 1,078 shares during the last quarter. Finally, Mather Group LLC. acquired a new stake in UBS Group during the third quarter valued at $46,000.

UBS Group Price Performance

Shares of UBS Group stock opened at $43.93 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The firm has a fifty day simple moving average of $45.55 and a 200-day simple moving average of $41.52. The stock has a market capitalization of $137.24 billion, a price-to-earnings ratio of 18.61, a PEG ratio of 0.41 and a beta of 1.12. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $49.36.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. The business had revenue of $12.20 billion for the quarter, compared to analyst estimates of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. UBS Group’s revenue was up 10.3% compared to the same quarter last year. During the same period last year, the business posted $0.23 EPS. On average, sell-side analysts expect that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Dividend Announcement

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

Wall Street Analyst Weigh In

UBS has been the subject of a number of recent research reports. Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research report on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. BNP Paribas Exane lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Bank of America raised 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 note on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, UBS Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

Key UBS Group News

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

• Positive Sentiment: UBS published its fourth‑quarter 2025 results and announced a $3 billion buyback (with the possibility of more). The combination of a results beat and a buyback supports EPS and capital-return expectations. UBS published its fourth-quarter 2025 results
• Positive Sentiment: UBS is moving to build digital‑asset infrastructure and explore bitcoin services for individual clients — a potential new revenue line if product rollout and regulatory clarity progress. UBS to Build Digital-Asset Infrastructure, Eyes Bitcoin Services for Individuals
• Neutral Sentiment: The Goldman Sachs team reaffirmed a Neutral rating on UBS, reflecting mixed analyst views that can limit immediate analyst-driven momentum. Finviz
• Neutral Sentiment: UBS disclosed it has ceased to be a substantial shareholder in Aeris Resources and Dalrymple Bay Infrastructure — routine portfolio moves that slightly reduce cross‑holdings risk but are unlikely to move UBS’s valuation materially. UBS Group AG Ceases to Be Substantial Shareholder in Aeris Resources UBS Group AG Exits Substantial Shareholder Position in Dalrymple Bay Infrastructure
• Neutral Sentiment: Switzerland’s supervisor (FINMA) says proposed capital rules targeted at UBS are proportionate — regulatory clarity reduces tail‑risk but could still require capital / structural adjustments. Proposed UBS regulation targeted and focused, says Swiss banking supervisor
• Negative Sentiment: UBS shares remain under pressure from wealth‑management outflows in the U.S.; investors are focused on whether client flows stabilize, which is weighing on the stock despite the buyback. UBS shares remain subdued on wealth management outflows, despite BofA backing
• Negative Sentiment: Broader crypto weakness (whales/ETFs selling) and UBS’s public caution — “crypto is not an asset” — could slow uptake of any crypto services and depress near‑term revenue expectations for digital‑asset initiatives. Bitcoin whales and ETFs are baling out of the market; UBS warns ‘crypto is not an asset’

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.