ASR Vermogensbeheer N.V. Acquires 45,095 Shares of UBS Group AG $UBS

ASR Vermogensbeheer N.V. lifted its stake in UBS Group AG (NYSE:UBS) by 5.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 839,193 shares of the bank’s stock after acquiring an additional 45,095 shares during the period. ASR Vermogensbeheer N.V.’s holdings in UBS Group were worth $34,291,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC raised its stake in shares of UBS Group by 73.9% in the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after purchasing an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after purchasing an additional 708 shares in the last quarter. NewEdge Advisors LLC grew its holdings in UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after acquiring an additional 1,267 shares during the last quarter. Focus Partners Wealth raised its position in UBS Group by 11.6% in the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after purchasing an additional 1,469 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in UBS Group by 62.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after purchasing an additional 573 shares during the period.

UBS Group Trading Down 0.2%

Shares of NYSE:UBS opened at $47.38 on Friday. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $48.43. The business’s 50 day simple moving average is $42.90 and its 200 day simple moving average is $40.28. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03. The company has a market capitalization of $148.01 billion, a P/E ratio of 21.34, a P/E/G ratio of 0.44 and a beta of 1.12.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating the consensus estimate of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm had revenue of $12.76 billion for the quarter, compared to analyst estimates of $9.68 billion. During the same period last year, the firm earned $0.43 EPS. The business’s quarterly revenue was up 4.3% compared to the same quarter last year. On average, research analysts anticipate that UBS Group AG will post 1.9 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently weighed in on UBS shares. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Monday, November 3rd. Bank of America upgraded shares of UBS Group from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 17th. Finally, BNP Paribas lowered UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Two equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group News Summary

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

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.