UBS Group AG $UBS Position Boosted by Lingohr Asset Management GmbH

Lingohr Asset Management GmbH raised its stake in shares of UBS Group AG (NYSE:UBS) by 1,198.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 258,115 shares of the bank’s stock after purchasing an additional 238,235 shares during the period. UBS Group accounts for about 2.6% of Lingohr Asset Management GmbH’s investment portfolio, making the stock its 6th biggest holding. Lingohr Asset Management GmbH’s holdings in UBS Group were worth $10,559,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Coldstream Capital Management Inc. lifted its position in shares of UBS Group by 1.1% during the 2nd quarter. Coldstream Capital Management Inc. now owns 26,179 shares of the bank’s stock valued at $885,000 after buying an additional 290 shares in the last quarter. Arkadios Wealth Advisors raised its stake in UBS Group by 3.1% during the 3rd quarter. Arkadios Wealth Advisors now owns 9,877 shares of the bank’s stock worth $405,000 after acquiring an additional 301 shares during the period. Prospera Financial Services Inc increased its stake in shares of UBS Group by 1.7% in the second quarter. Prospera Financial Services Inc now owns 18,434 shares of the bank’s stock worth $623,000 after purchasing an additional 310 shares in the last quarter. Sagespring Wealth Partners LLC raised its position in shares of UBS Group by 2.5% during the 3rd quarter. Sagespring Wealth Partners LLC now owns 12,705 shares of the bank’s stock valued at $521,000 after purchasing an additional 315 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in shares of UBS Group by 0.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 121,385 shares of the bank’s stock valued at $4,966,000 after buying an additional 318 shares in the last quarter.

UBS Group Price Performance

UBS Group stock opened at $47.16 on Friday. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $49.36. 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’s fifty day moving average is $44.77 and its 200 day moving average is $41.15. The company has a market cap of $147.31 billion, a price-to-earnings ratio of 21.24, a PEG ratio of 0.45 and a beta of 1.12.

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

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS Asset Management was reported to have added a large position in HubSpot (HUBS) in recent quarters — a meaningful buy by UBS AM highlights AUM growth and trading flows that can support fee revenue. QuiverQuant HubSpot piece
• Positive Sentiment: UBS research raised Altria (MO) price target and maintained a Buy — an example of ongoing analyst activity that helps generate brokerage commissions and client engagement. Yahoo: UBS lifts Altria price target
• Positive Sentiment: UBS initiated/maintained coverage with Buy ratings on parts of the Indian commercial-vehicle sector (Tata Motors CV, Ashok Leyland), signaling expansion of regional coverage and potential new client flows in a growth market. Economic Times: UBS bullish on Tata CV & Ashok Leyland
• Neutral Sentiment: UBS analyst notes and research briefs (AppFolio, Globant, International Paper, gold outlook, Lear program) dominated headlines today — these are routine but keep UBS visible to institutional and retail clients; they tend to be neutral for UBS stock unless they drive material trading or underwriting flows. TipRanks: AppFolio note InsiderMonkey: Globant InsiderMonkey: International Paper
• Neutral Sentiment: Regulatory/filing updates — UBS filed a Swiss legal opinion related to a U.S. debt/warrant ETN program and issued participation notifications (corporate filings). These are compliance/administrative items and typically have limited direct impact on the share price. TipRanks: Swiss legal opinion GlobeNewswire: Participation notifications
• Negative Sentiment: UBS disclosed that it has ceased to be a substantial shareholder in Nanosonics (AU:NAN) — an exit notice that reflects a reduction of holdings and could be perceived as portfolio trimming or realized disposals. TipRanks: Nanosonics notice
• Negative Sentiment: Similarly, UBS exited a substantial holder position in Aeris Resources (AU:AIS) — another filing showing stake reductions that may contribute to short‑term downward pressure on sentiment. TipRanks: Aeris Resources notice

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on UBS. Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Finally, Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target 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.