UBS Group AG $UBS Position Reduced by B. Riley Wealth Advisors Inc.

B. Riley Wealth Advisors Inc. reduced its stake in shares of UBS Group AG (NYSE:UBS) by 44.6% in the 3rd quarter, Holdings Channel.com reports. The fund owned 14,724 shares of the bank’s stock after selling 11,836 shares during the quarter. B. Riley Wealth Advisors Inc.’s holdings in UBS Group were worth $604,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of UBS. Permanent Capital Management LP acquired a new stake in UBS Group during the third quarter worth about $2,842,000. Massachusetts Financial Services Co. MA boosted its stake in UBS Group by 21.0% in the third 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. ASR Vermogensbeheer N.V. grew its holdings in shares of UBS Group by 5.7% during the third quarter. ASR Vermogensbeheer N.V. now owns 839,193 shares of the bank’s stock valued at $34,291,000 after purchasing an additional 45,095 shares during the last quarter. Thrivent Financial for Lutherans raised its position in shares of UBS Group by 6,413.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 1,061,842 shares of the bank’s stock worth $35,813,000 after purchasing an additional 1,045,540 shares during the period. Finally, Corient Private Wealth LLC raised its position in shares of UBS Group by 29.6% during the 2nd quarter. Corient Private Wealth LLC now owns 95,681 shares of the bank’s stock worth $3,236,000 after purchasing an additional 21,829 shares during the period.

UBS Group Stock Performance

Shares of UBS opened at $47.89 on Thursday. The firm has a market capitalization of $149.59 billion, a PE ratio of 21.57, a P/E/G ratio of 0.46 and a beta of 1.12. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69. The firm has a 50-day moving average price of $44.35 and a 200 day moving average price of $41.03. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $49.36.

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

UBS Group News Roundup

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

• Positive Sentiment: Client hedging flows could lift FX and rates trading revenue if banks meet demand—UBS trader warns capacity may be tested, but higher flows generally boost trading desks. Big hedging of dollars for clients could test banks’ capacity, senior UBS trader says
• Positive Sentiment: UBS highlights improving opportunities in European equities and lists stocks with upside, supporting fee income from research and advisory as markets stabilize. European stocks are ‘finally’ improving, UBS says, as it lists where it sees the most upside
• Positive Sentiment: Investor conference activity (GCM Grosvenor presenting at UBS Financial Services Conference) underscores UBS’ role as a platform for corporate access and potential advisory/fees. GCM Grosvenor to Present at the UBS Financial Services Conference on February 11, 2026
• Neutral Sentiment: UBS initiated coverage on Tata Motors’ commercial-vehicle unit and reiterated a buy on Ashok Leyland — positive for UBS’ research reputation but limited direct impact on UBS shares. UBS bullish on TaMo CV and Ashok Leyland, assigns ‘Buy’
• Neutral Sentiment: UBS research defends Compass from ‘AI loser’ fears — again a research signal that supports the firm’s equity research franchise. Will Compass be an AI loser from lower office demand? UBS thinks not
• Neutral Sentiment: UBS commentary on dollar weakness and rising gold (Fortune) highlights macro narratives that influence client flows; informative but not directly company-specific. Gold is going up because Trump is talking down the dollar, feeding ‘the narrative of relative U.S. decline,’ UBS fears
• Neutral Sentiment: Mentions of UBS as a user/client in blockchain/Chainlink coverage are peripheral references to the bank’s institutional relationships. Chainlink Labs Joins WEMADE-Led KRW Stablecoin Alliance ‘GAKS’ to Advance Korean Digital Asset Standards
• Neutral Sentiment: Market note: UBS Group is scheduled to report earnings soon — event risk can amplify moves in the stock as investors reposition. UBS Group (UBS) to Release Earnings on Wednesday
• Negative Sentiment: Zurcher Kantonalbank disclosed a material reduction (~3.27M shares) in its UBS holding—direct selling by a large institutional holder can pressure the share price. Fund Update: Zurcher Kantonalbank (Zurich Cantonalbank) Just Disclosed New Holdings
• Negative Sentiment: UBS analysts estimate the recent U.S. winter storm will cause billions in insured losses — a headline that raises market risk/backdrop uncertainty and could weigh on banking multiples. Winter storm to cause billions of dollars in insured losses, UBS estimates

Wall Street Analysts Forecast Growth

UBS has been the subject of a number of recent research reports. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. One equities 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

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.