UBS Group AG $UBS Stake Decreased by Greenleaf Trust

Greenleaf Trust decreased its holdings in UBS Group AG (NYSE:UBS) by 35.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,375 shares of the bank’s stock after selling 11,092 shares during the quarter. Greenleaf Trust’s holdings in UBS Group were worth $981,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in UBS. Assenagon Asset Management S.A. increased its holdings in UBS Group by 43.4% during the third quarter. Assenagon Asset Management S.A. now owns 23,716,879 shares of the bank’s stock valued at $1,144,417,000 after buying an additional 7,180,461 shares during the last quarter. Amundi raised its position in UBS Group by 16.9% in the first quarter. Amundi now owns 23,294,847 shares of the bank’s stock worth $910,130,000 after acquiring an additional 3,374,516 shares during the period. Arrowstreet Capital Limited Partnership raised its position in UBS Group by 7.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 18,850,928 shares of the bank’s stock worth $728,340,000 after acquiring an additional 1,323,586 shares during the period. Ninety One UK Ltd boosted its stake in shares of UBS Group by 4.7% during the 3rd quarter. Ninety One UK Ltd now owns 7,469,509 shares of the bank’s stock worth $360,437,000 after acquiring an additional 336,264 shares during the last quarter. Finally, WCM Investment Management LLC grew its position in shares of UBS Group by 12.3% during the 1st quarter. WCM Investment Management LLC now owns 5,850,200 shares of the bank’s stock valued at $214,527,000 after acquiring an additional 639,111 shares during the period.

UBS Group Price Performance

Shares of NYSE:UBS opened at $48.00 on Wednesday. UBS Group AG has a 1-year low of $36.29 and a 1-year high of $55.99. The company has a market capitalization of $149.94 billion, a P/E ratio of 15.84, a P/E/G ratio of 0.72 and a beta of 1.19. The firm’s 50 day simple moving average is $50.02 and its two-hundred day simple moving average is $47.13.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, October 28th. The bank reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.06). The firm had revenue of $13.39 billion during the quarter, compared to analysts’ expectations of $13.07 billion. UBS Group had a return on equity of 10.77% and a net margin of 13.36%. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the company earned $0.76 earnings per share. On average, sell-side analysts anticipate that UBS Group AG will post 3.63 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on UBS. Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Monday, July 20th. Wall Street Zen downgraded UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday, July 26th. Royal Bank Of Canada reiterated a “buy” rating on shares of UBS Group in a research report on Monday, September 28th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Wednesday, September 2nd. Finally, Zacks Research upgraded UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 2nd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus 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 reported 16.7% underlying return on CET1 capital in the third quarter and said it expects to exceed its 2026 profitability target. Revenue growth and cost savings exceeding expectations underpin the improved outlook, which may support investor confidence in earnings and returns. Article: UBS Boosts Profitability Ambitions as Cost Savings Exceed Expectations
• Neutral Sentiment: UBS announced a change to its executive leadership, naming Aleksandar Ivanovic president of its asset-management division. The report did not provide details indicating a change in strategy or financial outlook. Article: UBS Group Announces Changes to its Executive Board
• Neutral Sentiment: CEO Sergio Ermotti said cyber risks now rival traditional banking threats. The comments reinforce the importance of managing operational and technology risks but did not identify a specific incident or financial impact at UBS. Article: UBS CEO Ermotti Says Cyber Risks Rival Traditional Bank Threats

About UBS Group

UBS Group AG is a Switzerland-based global financial services company serving private, institutional and corporate clients. The company provides wealth management, asset management, investment banking and personal and corporate banking services. Its offerings include investment advice, portfolio management, lending, securities and foreign exchange services, financial planning, and banking products for individuals and businesses.

UBS operates through four principal business areas: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.