M&G PLC Trims Stake in UBS Group AG $UBS

M&G PLC lessened its stake in shares of UBS Group AG (NYSE:UBS) by 6.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,111,495 shares of the bank’s stock after selling 301,567 shares during the quarter. M&G PLC owned about 0.13% of UBS Group worth $170,417,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in UBS. Flagship Wealth Advisors LLC purchased a new stake in shares of UBS Group in the third quarter valued at $29,000. Twin Peaks Wealth Advisors LLC acquired a new position in UBS Group in the 2nd quarter valued at about $33,000. Private Trust Co. NA raised its stake in UBS Group by 75.2% in the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after purchasing an additional 366 shares during the last quarter. Westside Investment Management Inc. lifted its holdings in UBS Group by 535.2% in the 2nd quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock valued at $38,000 after purchasing an additional 958 shares in the last quarter. Finally, Salomon & Ludwin LLC boosted its stake in shares of UBS Group by 2,566.7% during the 3rd quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after purchasing an additional 1,078 shares during the last quarter.

Analysts Set New Price Targets

UBS has been the subject of a number of analyst reports. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $44.00 to $60.30 in a research report on Tuesday, December 16th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Finally, Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $60.30.

Key Headlines Impacting UBS Group

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 Stock Performance

UBS Group stock opened at $41.98 on Monday. The company has a market cap of $131.13 billion, a price-to-earnings ratio of 17.79, a price-to-earnings-growth ratio of 0.41 and a beta of 1.12. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. UBS Group AG has a 12 month low of $25.75 and a 12 month high of $49.36. The stock’s 50-day moving average is $45.94 and its 200-day moving average is $41.72.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The company had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the business earned $0.23 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Equities analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be given a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd.

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.