Ninety One UK Ltd Buys Shares of 8,829,586 UBS Group AG $UBS

Ninety One UK Ltd bought a new stake in shares of UBS Group AG (NYSE:UBS) in the fourth quarter, HoldingsChannel.com reports. The firm bought 8,829,586 shares of the bank’s stock, valued at approximately $411,917,000.

Other hedge funds have also added to or reduced their stakes in the company. Public Sector Pension Investment Board raised its stake in UBS Group by 3.7% during the 3rd quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock valued at $112,048,000 after buying an additional 97,509 shares during the last quarter. Lingohr Asset Management GmbH raised its stake in UBS Group by 1,198.4% during the 3rd quarter. Lingohr Asset Management GmbH now owns 258,115 shares of the bank’s stock valued at $10,559,000 after buying an additional 238,235 shares during the last quarter. Allianz Asset Management GmbH raised its stake in UBS Group by 6.4% during the 3rd quarter. Allianz Asset Management GmbH now owns 4,439,632 shares of the bank’s stock valued at $181,409,000 after buying an additional 265,475 shares during the last quarter. Permanent Capital Management LP purchased a new stake in UBS Group during the 3rd quarter valued at $2,842,000. Finally, Massachusetts Financial Services Co. MA raised its stake in UBS Group by 21.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after buying an additional 13,417,945 shares during the last quarter.

UBS Group Trading Up 2.4%

Shares of UBS Group stock opened at $43.75 on Friday. The firm has a market cap of $136.66 billion, a price-to-earnings ratio of 18.54, a PEG ratio of 0.80 and a beta of 1.16. The business has a 50-day moving average price of $40.19 and a 200-day moving average price of $41.63. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 3.63. UBS Group AG has a twelve month low of $27.40 and a twelve month high of $49.36.

UBS Group (NYSE:UBS) last issued its quarterly earnings data 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. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The firm had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter last year, the business posted $0.23 earnings per share. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. Equities research analysts anticipate that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Announces Dividend

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

UBS Group News Roundup

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UBS shares. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. 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 company’s stock. According to data from MarketBeat.com, UBS Group currently has an average rating of “Moderate Buy” and an average target price of $60.30.

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.