Ninety One SA Pty Ltd Acquires New Position in UBS Group AG $UBS

Ninety One SA Pty Ltd acquired a new stake in UBS Group AG (NYSE:UBS) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 12,516 shares of the bank’s stock, valued at approximately $584,000.

A number of other institutional investors have also bought and sold shares of the business. U.S. Capital Wealth Advisors LLC grew its position in shares of UBS Group by 1.3% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock valued at $922,000 after purchasing an additional 260 shares in the last quarter. Parallel Advisors LLC lifted its position in UBS Group by 1.9% during the third quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock worth $611,000 after buying an additional 271 shares in the last quarter. Perigon Wealth Management LLC boosted its position in shares of UBS Group by 3.9% during the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock valued at $350,000 after acquiring an additional 284 shares during the last quarter. Checchi Capital Advisers LLC boosted its holdings in UBS Group by 1.2% in the 3rd quarter. Checchi Capital Advisers LLC now owns 24,868 shares of the bank’s stock valued at $1,020,000 after purchasing an additional 287 shares during the last quarter. Finally, Allworth Financial LP lifted its holdings in UBS Group by 4.2% in the third quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock valued at $292,000 after acquiring an additional 288 shares during the last quarter.

Key Stories Impacting UBS Group

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

UBS Group Price Performance

UBS Group stock opened at $43.75 on Friday. 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 52-week low of $27.40 and a 52-week high of $49.36. The firm has a market cap of $136.66 billion, a PE ratio of 18.54, a price-to-earnings-growth ratio of 0.80 and a beta of 1.16. The company’s 50 day moving average is $40.19 and its two-hundred day moving average is $41.63.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate of $0.25 by $0.12. The business had revenue of $12.20 billion during the quarter, compared to the consensus estimate of $9.88 billion. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The company’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.23 earnings per share. On average, research analysts expect that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. Citigroup restated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Finally, Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, five have given 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, the company currently has an average rating of “Moderate Buy” 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.