Ninety One North America Inc. Purchases Shares of 134,367 UBS Group AG $UBS

Ninety One North America Inc. purchased a new stake in UBS Group AG (NYSE:UBS) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 134,367 shares of the bank’s stock, valued at approximately $6,268,000.

Other hedge funds also recently added to or reduced their stakes in the company. Flagship Wealth Advisors LLC purchased a new stake in UBS Group in the third quarter valued at $29,000. Larson Financial Group LLC boosted its holdings in UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after purchasing an additional 445 shares during the last quarter. Private Trust Co. NA boosted its holdings in UBS Group by 75.2% in the third 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. JPL Wealth Management LLC purchased a new stake in UBS Group in the third quarter valued at $37,000. Finally, YANKCOM Partnership purchased a new stake in UBS Group in the fourth quarter valued at $47,000.

Analysts Set New Price Targets

Several equities research analysts have commented on UBS shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS research activity: UBS analysts have been raising price targets and initiating coverage across several names (Merck price target hike; new Buy on Amneal; PT increases on BorgWarner and Dana), highlighting an active research franchise that supports deal flow and client engagement. UBS Raises Merck Price Forecast Amneal coverage initiated by UBS UBS Raises BorgWarner PT
• Neutral Sentiment: UBS has notified Australian companies that it ceased substantial-shareholder positions in Nanosonics and Insignia Financial — routine portfolio/asset-management disclosures that are unlikely to move UBS’s core capital story materially. UBS Ceases To Be Substantial Shareholder in Nanosonics UBS Exits Substantial Position in Insignia
• Neutral Sentiment: UBS Asset Management materially reduced its ServiceNow position in Q4 (reported large share removal) — a portfolio reallocation that signals active asset-management trimming but is not a direct corporate credit or capital event for UBS itself. ServiceNow coverage & holdings notes
• Negative Sentiment: Regulatory risk: A bank‑commissioned UBS study warns that Swiss government proposals for higher capital requirements on UBS could meaningfully drag on Switzerland’s economy — this underscores an ongoing regulatory battle that could raise capital costs or constrain return-on-equity. UBS capital rules could hurt Swiss economy

UBS Group Trading Up 2.4%

Shares of UBS Group stock opened at $43.75 on Friday. The firm has a market capitalization of $136.66 billion, a PE ratio of 18.54, a P/E/G ratio of 0.80 and a beta of 1.16. UBS Group AG has a twelve month low of $27.40 and a twelve month high of $49.36. The firm’s 50-day moving average price is $40.19 and its 200 day moving average price is $41.63. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last issued its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. The firm 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 quarterly revenue was up 10.3% compared to the same quarter last year. During the same period last year, the company posted $0.23 EPS. On average, sell-side analysts predict that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Dividend Announcement

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

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.