ARGA Investment Management LP Sells 5,603,001 Shares of UBS Group AG $UBS

ARGA Investment Management LP trimmed its position in shares of UBS Group AG (NYSE:UBS) by 76.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,686,108 shares of the bank’s stock after selling 5,603,001 shares during the period. UBS Group accounts for approximately 1.8% of ARGA Investment Management LP’s portfolio, making the stock its 14th largest holding. ARGA Investment Management LP’s holdings in UBS Group were worth $68,859,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. Norges Bank purchased a new position in shares of UBS Group during the 2nd quarter valued at $4,878,061,000. Massachusetts Financial Services Co. MA raised its stake in UBS Group by 21.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after acquiring an additional 13,417,945 shares during the period. Fisher Asset Management LLC lifted its holdings in UBS Group by 16.9% during the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock valued at $1,975,903,000 after purchasing an additional 8,448,219 shares during the last quarter. Cevian Capital II GP LTD boosted its position in UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after purchasing an additional 4,330,274 shares during the period. Finally, Vanguard Group Inc. increased its stake in shares of UBS Group by 3.0% in the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after purchasing an additional 3,907,669 shares in the last quarter.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: UBS is reportedly preparing to offer Bitcoin and Ether trading to select private-bank clients, which could create a new fee stream and help retain ultra‑high‑net‑worth customers; rollout is expected to start in Switzerland with possible later expansion. UBS explores crypto investing for select private banking clients, Bloomberg News reports
• Neutral Sentiment: Multiple outlets report UBS is still choosing partners and hasn’t committed to specifics — the move is demand‑driven but initially narrow, so near-term revenue impact is uncertain. UBS Considers Offering Crypto Trading Through Private Bank
• Neutral Sentiment: UBS research noted a growing investor theme of hedging a stronger U.S. dollar with Chinese tech stocks — a sign UBS’s research flow is influencing markets, but it’s about client positioning rather than UBS’s own earnings. Investors Hedge U.S. Dollar With Chinese Tech Stocks, Says UBS
• Neutral Sentiment: Reports that UBS is considering external CEO candidates signal active succession planning — could be positive if it brings stronger leadership, but introduces short‑term governance uncertainty. UBS Also Considering External CEO Candidates, Ermotti Says
• Negative Sentiment: Political/regulatory risk resurfaced after the Swiss finance minister publicly opposed an AT1-bond compromise tied to UBS; this revives uncertainty around past crisis-era decisions and could weigh on sentiment or invite policy scrutiny. Swiss finance minister opposed to AT1 compromise for UBS
• Negative Sentiment: Market reaction: options and intraday flow suggest traders are positioning for volatility — headlines about crypto plans didn’t prevent shares from slipping, indicating the positive strategic news is being offset by the governance/regulatory concerns and short‑term profit‑taking. UBS Stock (UBS) Slips Despite Plan to Offer Crypto-Investing to Private Clients

Wall Street Analyst Weigh In

UBS has been the topic of a number of recent research reports. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, November 7th. BNP Paribas Exane lowered UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research note on Thursday. Finally, Zacks Research downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Price Performance

Shares of NYSE:UBS opened at $47.50 on Friday. The company’s fifty day moving average price is $43.73 and its 200-day moving average price is $40.72. 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 firm has a market capitalization of $148.39 billion, a price-to-earnings ratio of 21.40, a PEG ratio of 0.44 and a beta of 1.12. UBS Group AG has a one year low of $25.75 and a one year high of $48.43.

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

UBS Group Company 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.