BTC Capital Management Inc. Increases Holdings in UBS Group AG $UBS

BTC Capital Management Inc. boosted its position in UBS Group AG (NYSE:UBS) by 30.6% during the third quarter, HoldingsChannel reports. The fund owned 59,356 shares of the bank’s stock after buying an additional 13,898 shares during the quarter. BTC Capital Management Inc.’s holdings in UBS Group were worth $2,433,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. Haven Global Partners LLC raised its stake in UBS Group by 0.5% in the third quarter. Haven Global Partners LLC now owns 679,072 shares of the bank’s stock valued at $27,747,000 after purchasing an additional 3,248 shares in the last quarter. Metis Global Partners LLC boosted its stake in UBS Group by 3.1% during the third quarter. Metis Global Partners LLC now owns 109,565 shares of the bank’s stock worth $4,475,000 after acquiring an additional 3,252 shares in the last quarter. Assetmark Inc. boosted its position in shares of UBS Group by 30.8% in the 3rd quarter. Assetmark Inc. now owns 44,952 shares of the bank’s stock worth $1,843,000 after purchasing an additional 10,589 shares in the last quarter. Public Sector Pension Investment Board boosted its holdings in UBS Group by 3.7% in the third quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock worth $112,048,000 after acquiring an additional 97,509 shares in the last quarter. Finally, Mitchell Capital Management Co. grew its position in UBS Group by 1.4% during the 3rd quarter. Mitchell Capital Management Co. now owns 97,877 shares of the bank’s stock valued at $4,013,000 after purchasing an additional 1,394 shares during the last quarter.

UBS Group Trading Down 0.7%

Shares of UBS stock opened at $41.98 on Friday. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $49.36. The firm has a fifty day moving average price of $45.94 and a 200-day moving average price of $41.66. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. The company has a market cap of $131.13 billion, a price-to-earnings ratio of 17.79, a PEG ratio of 0.41 and a beta of 1.12.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The company had revenue of $12.20 billion for the quarter, compared to analysts’ expectations of $9.88 billion. During the same period last year, the firm earned $0.23 EPS. UBS Group’s revenue for the quarter was up 10.3% compared to the same quarter last year. As a group, equities analysts predict that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Dividend Announcement

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

Analyst Ratings Changes

Several equities research analysts recently commented on UBS shares. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and raised their target price for the stock from $44.00 to $60.30 in a report on Tuesday, December 16th. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. BNP Paribas Exane downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, UBS Group currently has a consensus rating of “Moderate Buy” and an average price target of $60.30.

More UBS Group News

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

• Positive Sentiment: UBS plans to add up to 3,000 technology and operations staff in India as part of the Credit Suisse integration, which should support cost synergies and expand global delivery capacity. UBS Group to Add 3,000 Jobs in India Amid Credit Suisse Integration
• Positive Sentiment: UBS Asset Management disclosed new large fund positions (e.g., $795M in CB), showing active portfolio management and potential fee/asset-growth signals for UBS’s AM division. Fund Update: New $795.4M $CB stock position opened by UBS AM
• Positive Sentiment: UBS AM also opened sizable positions in other names (e.g., $WTW, $AER), reinforcing that its asset-management unit remains active in positioning for market opportunities. Fund Update: New $284.6M $WTW stock position opened by UBS AM
• Neutral Sentiment: Quiver/13F reports show large reported reductions in some mega-cap tech holdings in UBS-linked filings; this may reflect fund-level rebalancing rather than a clear signal for UBS’s balance sheet. Fund Update: UBS AM Just Disclosed New Holdings
• Neutral Sentiment: UBS research/analyst activity (calls on Nvidia, ratings on software names) is notable for market-moving views but reflects external coverage rather than firm-specific fundamentals. Should You Buy Nvidia Stock Before February 25? UBS Analysts Say ‘Yes.’
• Negative Sentiment: UBS analysts and executives warned that the AI transition is accelerating and could trigger a “shock to the system” in credit markets — specifically increasing the risk of corporate-loan defaults if business models are disrupted. That warning is the primary reason investors are marking down UBS stock today. AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
• Negative Sentiment: Coverage summarizing UBS’s view that AI could drive corporate loan defaults amplified risk-off sentiment across financials; media pieces (TipRanks/CNBC) likely accelerated the intra-day selloff. UBS Warns AI Could Trigger a Wave of Corporate Loan Defaults
• Negative Sentiment: A UBS research note downgrading the U.S. Information Technology sector (Barron’s coverage) signals a more cautious stance on software/capex, which can damp broader market appetite for cyclical/tech-exposed banks. UBS Downgrades U.S. Information Technology Sector on Software, Capex Risks

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.