UBS Group AG $UBS Shares Newly Bought by Crocodile Capital Partners GmbH

Crocodile Capital Partners GmbH acquired a new position in shares of UBS Group AG (NYSE:UBS) in the third quarter, Holdings Channel.com reports. The fund acquired 1,170,000 shares of the bank’s stock, valued at approximately $56,300,000. UBS Group comprises about 35.2% of Crocodile Capital Partners GmbH’s portfolio, making the stock its biggest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. GAMMA Investing LLC purchased a new position in UBS Group in the 3rd quarter worth approximately $97,000. Farther Finance Advisors LLC purchased a new stake in UBS Group in the third quarter worth $1,372,000. Titleist Asset Management LLC purchased a new position in UBS Group during the 3rd quarter valued at about $305,000. Avidian Wealth Enterprises LLC bought a new stake in UBS Group during the third quarter worth about $201,000. Finally, Valeo Financial Advisors LLC lifted its holdings in shares of UBS Group by 16.4% during the third quarter. Valeo Financial Advisors LLC now owns 14,728 shares of the bank’s stock valued at $709,000 after purchasing an additional 2,079 shares during the last quarter.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on UBS shares. Wall Street Zen downgraded UBS Group from a “buy” rating to a “hold” rating in a research note on Sunday, July 26th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a research note on Monday, June 29th. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a report on Wednesday, August 5th. Keefe, Bruyette & Woods lowered UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $60.30.

UBS Group Trading Down 0.7%

Shares of UBS opened at $47.09 on Friday. The business’s fifty day simple moving average is $52.21 and its two-hundred day simple moving average is $48.55. UBS Group AG has a 12 month low of $36.29 and a 12 month high of $55.99. The company has a market cap of $147.09 billion, a price-to-earnings ratio of 16.02, a P/E/G ratio of 0.71 and a beta of 1.21.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.03). The business had revenue of $13.35 billion during the quarter, compared to analysts’ expectations of $13.40 billion. UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The firm’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.72 EPS. As a group, research analysts forecast that UBS Group AG will post 3.59 EPS for the current year.

UBS Group News Roundup

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

• Positive Sentiment: Fund-administration deal supports simplification: UBS is transferring former Credit Suisse fund-administration businesses to Northern Trust, deepening their existing partnership. The move may reduce operational complexity and allow UBS to focus resources on higher-priority wealth-management and banking activities. UBS to Transfer Fund Administration Businesses to Northern Trust
• Neutral Sentiment: Stake disclosure at Azelis: UBS reported that its indirect interest in Azelis Group N.V. rose above the 3% transparency threshold. This is a regulatory ownership disclosure and does not indicate a significant change to UBS’s core earnings outlook. UBS lifts Azelis stake above 3% transparency threshold
• Neutral Sentiment: Other portfolio changes are routine: UBS exited its substantial shareholder position in IDP Education and withdrew as a substantial shareholder in Elsight. These transactions may reflect portfolio management rather than a shift in UBS’s operating strategy. UBS exits substantial shareholding in IDP Education
• Neutral Sentiment: Wealth-management visibility: UBS’s Art Basel survey highlights strong art-collecting activity among high-net-worth Gen Z investors. The report reinforces UBS’s wealth-management brand and exposure to affluent clients, but it is unlikely to have an immediate effect on earnings. The Art Basel and UBS Survey of Global Collecting 2026

UBS Group Company Profile

UBS Group AG (NYSE:UBS) is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.