WCM Investment Management LLC Boosts Holdings in UBS Group AG $UBS

WCM Investment Management LLC increased its stake in shares of UBS Group AG (NYSE:UBS) by 12.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,850,200 shares of the bank’s stock after acquiring an additional 639,111 shares during the quarter. WCM Investment Management LLC’s holdings in UBS Group were worth $214,527,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Pictet Asset Management Holding SA lifted its holdings in shares of UBS Group by 1.8% in the 4th quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock valued at $1,676,302,000 after purchasing an additional 629,310 shares during the last quarter. Compagnie Lombard Odier SCmA grew its stake in UBS Group by 3.0% during the 4th quarter. Compagnie Lombard Odier SCmA now owns 5,382,437 shares of the bank’s stock worth $251,104,000 after buying an additional 158,770 shares during the last quarter. Crocodile Capital Partners GmbH grew its stake in UBS Group by 5.9% during the 4th quarter. Crocodile Capital Partners GmbH now owns 1,070,000 shares of the bank’s stock worth $49,552,000 after buying an additional 60,000 shares during the last quarter. Leonteq Securities AG acquired a new position in UBS Group during the fourth quarter worth approximately $16,512,000. Finally, U S Global Investors Inc. acquired a new position in UBS Group during the fourth quarter worth approximately $1,135,000.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings estimates for UBS Group AG, reinforcing expectations that the bank can meet or slightly exceed current profit forecasts.
• Positive Sentiment: UBS continues to draw attention for business expansion efforts, including commentary on a push into the U.S. market and a comeback in Japan debt underwriting, which could support longer-term revenue growth. UBS tries to crack the American market at last
• Neutral Sentiment: UBS AG announced the redemption of seven exchange-traded notes, a normal product-level action that should have limited impact on overall earnings. UBS Announces Redemption of Seven ETNs
• Neutral Sentiment: UBS Asset Management’s Kevin Zhao is planning to short U.S. Treasuries, a macro trade that reflects the firm’s market view more than UBS Group’s direct fundamentals. UBS AM’s Zhao Sours on Treasuries as US Growth Outpaces Europe
• Negative Sentiment: One report said UBS stock may look pricey after its strong five-year rally, which could temper enthusiasm even after recent gains. UBS Stock Looks Pricey Following Its 251% Five Year Run

UBS Group Stock Down 0.0%

UBS opened at $52.72 on Monday. UBS Group AG has a 52 week low of $35.94 and a 52 week high of $55.15. The business has a 50 day moving average price of $49.06 and a two-hundred day moving average price of $45.00. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The company has a market cap of $164.70 billion, a PE ratio of 18.90, a P/E/G ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate 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 anticipate that UBS Group AG will post 3.51 EPS for the current year.

Wall Street Analysts Forecast Growth

UBS has been the subject of a number of research reports. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Thursday, July 2nd. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Thursday, April 23rd. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, UBS Group currently has an average rating of “Hold” and a consensus 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.