UBS Group AG $UBS Shares Purchased by Channing Global Advisors LLC

Channing Global Advisors LLC boosted its holdings in shares of UBS Group AG (NYSE:UBS) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 685,636 shares of the bank’s stock after purchasing an additional 12,227 shares during the period. UBS Group accounts for approximately 20.3% of Channing Global Advisors LLC’s holdings, making the stock its largest holding. Channing Global Advisors LLC’s holdings in UBS Group were worth $31,978,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UBS. AQR Capital Management LLC increased its stake in shares of UBS Group by 73.9% in the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after buying an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of UBS Group by 18.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock valued at $137,000 after buying an additional 708 shares during the period. NewEdge Advisors LLC increased its stake in shares of UBS Group by 3.1% in the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock valued at $1,279,000 after buying an additional 1,267 shares during the period. Focus Partners Wealth increased its stake in shares of UBS Group by 11.6% in the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after buying an additional 1,469 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in shares of UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after buying an additional 573 shares during the period.

UBS Group News Summary

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

• Positive Sentiment: UBS reported a strong Q1 with broad‑based profit growth and revenue that beat expectations, underpinning earnings upside and supporting valuation. UBS Q1 profit soars
• Positive Sentiment: Analyst revisions lifted FY2026–FY2027 EPS forecasts (Erste Group nudged estimates higher), which can support share multiple if results persist. (Market research note summarized in coverage.)
• Positive Sentiment: Wealth‑management momentum: multiple UBS advisor teams were named to Forbes’ Best‑in‑State lists and the firm added a senior financial advisor in Boulder — positive signals for client retention and fee income stability. Forbes recognition UBS hire
• Neutral Sentiment: Regulatory/filing updates: UBS AG filed updates on capitalization and its debt profile — important for credit markets and investor transparency but not immediately market‑moving absent new capital actions. SEC filing
• Neutral Sentiment: UBS has exited substantial‑holder positions in several small Australian mining names; these portfolio moves are routine for institutional holders and unlikely to affect UBS’s core fundamentals. Lindian Resources notice Vault Minerals notice
• Negative Sentiment: UBS CEO warned investors about over‑confidence on Iran risk — management caution on geopolitics can knock sentiment and increase perceived risk premiums for the bank. Ermotti warns on Iran
• Negative Sentiment: UBS reports that some wealthy clients are cooling on private credit — a drag on alternative‑asset demand and related fee income for UBS’s wealth and asset management businesses. Private credit demand

UBS Group Stock Performance

UBS stock opened at $43.65 on Friday. The business’s 50-day moving average price is $40.15 and its two-hundred day moving average price is $41.75. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The firm has a market cap of $136.35 billion, a PE ratio of 15.64, a P/E/G ratio of 0.83 and a beta of 1.19. UBS Group AG has a 1-year low of $30.36 and a 1-year high of $49.36.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.09. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. As a group, research analysts forecast that UBS Group AG will post 3.21 earnings per share for the current year.

UBS Group Dividend Announcement

The firm also recently announced a special dividend, which was paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd were issued a dividend of $0.55 per share. The ex-dividend date was Wednesday, April 22nd. UBS Group’s payout ratio is currently 15.25%.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Weiss Ratings raised UBS Group from a “buy (b)” rating to a “buy (b+)” rating in a research note on Tuesday, April 21st. Finally, The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $60.30.

About UBS Group

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.