Kestra Private Wealth Services LLC Purchases 16,605 Shares of UBS Group AG $UBS

Kestra Private Wealth Services LLC increased its holdings in shares of UBS Group AG (NYSE:UBS) by 335.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,556 shares of the bank’s stock after acquiring an additional 16,605 shares during the period. Kestra Private Wealth Services LLC’s holdings in UBS Group were worth $998,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Flagship Wealth Advisors LLC bought a new position in shares of UBS Group in the third quarter valued at about $29,000. Larson Financial Group LLC increased its position in UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after acquiring an additional 445 shares in the last quarter. JPL Wealth Management LLC bought a new position in shares of UBS Group in the third quarter worth about $37,000. YANKCOM Partnership bought a new position in shares of UBS Group in the fourth quarter worth about $47,000. Finally, Salomon & Ludwin LLC lifted its position in shares of UBS Group by 2,566.7% during the third quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after purchasing an additional 1,078 shares in the last quarter.

UBS Group Trading Down 0.6%

UBS opened at $43.65 on Friday. The firm’s fifty day moving average is $40.15 and its two-hundred day moving average is $41.76. The firm has a market cap of $136.35 billion, a PE ratio of 15.64, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19. UBS Group AG has a twelve month low of $30.36 and a twelve month high of $49.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Equities research analysts anticipate that UBS Group AG will post 3.21 EPS for the current year.

UBS Group Dividend Announcement

The firm also recently disclosed a special dividend, which was paid on Thursday, April 23rd. Stockholders 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 12.90%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on UBS shares. Weiss Ratings raised shares of UBS Group from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, April 21st. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $60.30.

More UBS Group News

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 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.