Jefferies Financial Group Inc. Increases Stock Position in UBS Group AG $UBS

Jefferies Financial Group Inc. boosted its stake in UBS Group AG (NYSE:UBS) by 416.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 209,349 shares of the bank’s stock after purchasing an additional 168,793 shares during the quarter. Jefferies Financial Group Inc.’s holdings in UBS Group were worth $9,751,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Legacy Capital Group California Inc. lifted its stake in UBS Group by 0.6% in the 4th quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock worth $1,828,000 after purchasing an additional 239 shares in the last quarter. U.S. Capital Wealth Advisors LLC lifted its stake in UBS Group by 1.3% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock worth $922,000 after purchasing an additional 260 shares in the last quarter. Parallel Advisors LLC lifted its stake in UBS Group by 1.9% in the 3rd quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock worth $611,000 after purchasing an additional 271 shares in the last quarter. Perigon Wealth Management LLC lifted its stake in UBS Group by 3.9% in the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after purchasing an additional 284 shares in the last quarter. Finally, Checchi Capital Advisers LLC lifted its stake in UBS Group by 1.2% in the 3rd quarter. Checchi Capital Advisers LLC now owns 24,868 shares of the bank’s stock worth $1,020,000 after purchasing an additional 287 shares in the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Deutsche Bank raised its price target on UBS Group AG and kept a Buy rating, signaling continued analyst confidence in the bank’s earnings power and valuation. Deutsche Bank Raises PT on UBS Group (UBS), Keeps a Buy Rating
• Positive Sentiment: UBS Global Wealth Management lifted its S&P 500 target to 7,900, citing AI infrastructure spending and resilient consumer demand, reinforcing a constructive outlook from the firm’s own strategists. UBS Boosts S&P 500 Forecast to 7,900 on AI Infrastructure and Consumer Resilience
• Positive Sentiment: UBS analysts also highlighted ASML as the best bet among European chip stocks, which supports the bank’s reputation for strong market calls and may reflect positively on UBS’s research franchise. Why UBS Says ASML Is the Best Bet Among European Chip Stocks
• Neutral Sentiment: UBS disclosed a 2.87% voting stake in Qiagen, and Qiagen separately said the regulator notified it of UBS’s 3.15% stake. This is a routine holdings disclosure with limited direct impact on UBS shares. UBS Group Discloses 2.87% Voting Stake in Qiagen
• Negative Sentiment: Reuters reported that Switzerland’s finance minister said stricter capital rules are needed to protect taxpayers from another bailout risk, keeping regulatory pressure on UBS in focus. UBS capital rules needed to shield Swiss taxpayers, finance minister says
• Negative Sentiment: UBS also drew attention for hitting back at a Nazi-accounts probe amid Senate pressure, adding another legal/reputational overhang for investors to watch. UBS Hits Back Over Nazi-Accounts Probe Amid Senate Pressure

UBS Group Stock Down 0.1%

Shares of NYSE UBS opened at $46.94 on Monday. The firm’s 50-day moving average price is $41.68 and its 200-day moving average price is $42.51. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The stock has a market capitalization of $146.62 billion, a price-to-earnings ratio of 16.82, a P/E/G ratio of 0.81 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 announced its 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 firm had revenue of $13.64 billion for 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%. On average, equities research analysts anticipate that UBS Group AG will post 3.25 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have commented on UBS. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Finally, The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $60.30.

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.