UBS Group AG $UBS Shares Sold by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd reduced its holdings in UBS Group AG (NYSE:UBS) by 53.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,438 shares of the bank’s stock after selling 34,766 shares during the period. Y Intercept Hong Kong Ltd’s holdings in UBS Group were worth $1,248,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Norges Bank purchased a new stake in UBS Group in the 2nd quarter worth $4,878,061,000. Massachusetts Financial Services Co. MA grew its position in shares of 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 purchasing an additional 13,417,945 shares during the period. Fisher Asset Management LLC increased its stake in shares of UBS Group by 16.9% during the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after purchasing an additional 8,448,219 shares in the last quarter. Cevian Capital II GP LTD raised its position in shares of UBS Group by 9.9% during the 2nd 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 last quarter. Finally, Vanguard Group Inc. lifted its stake in UBS Group by 3.0% in the 2nd quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock valued at $4,595,641,000 after buying an additional 3,907,669 shares in the last quarter.

UBS Group Stock Down 2.1%

Shares of NYSE UBS opened at $47.16 on Friday. The company has a market capitalization of $147.31 billion, a P/E ratio of 21.24, a P/E/G ratio of 0.45 and a beta of 1.12. 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 50 day simple moving average of $44.77 and a 200-day simple moving average of $41.19. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $49.36.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, topping the consensus estimate of $0.48 by $0.28. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.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 earnings per share. The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. On average, equities research analysts predict that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group News Roundup

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 Ratings Changes

A number of equities analysts have commented on UBS shares. Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Citigroup restated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. BNP Paribas Exane downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and a consensus 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.