UBS Group AG $UBS Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. cut its holdings in shares of UBS Group AG (NYSE:UBS) by 3.2% during the third quarter, HoldingsChannel.com reports. The fund owned 1,576,783 shares of the bank’s stock after selling 51,525 shares during the period. Envestnet Asset Management Inc.’s holdings in UBS Group were worth $64,648,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of UBS. Flagship Wealth Advisors LLC acquired a new position in shares of UBS Group in the 3rd quarter valued at $29,000. Twin Peaks Wealth Advisors LLC purchased a new stake in UBS Group in the 2nd quarter valued at about $33,000. Private Trust Co. NA raised its holdings in UBS Group by 75.2% in the 3rd quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after buying an additional 366 shares during the period. Westside Investment Management Inc. lifted its position in UBS Group by 535.2% in the second quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock valued at $38,000 after buying an additional 958 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares during the period.

Wall Street Analyst Weigh In

UBS has been the topic of a number of research analyst reports. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a report on Friday. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and boosted their target price for the company from $44.00 to $60.30 in a research report on Tuesday, December 16th. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UBS Group has a consensus rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Trading Up 0.4%

UBS opened at $43.93 on Monday. The business has a fifty day moving average price of $45.55 and a 200 day moving average price of $41.54. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. UBS Group AG has a 12 month low of $25.75 and a 12 month high of $49.36. The stock has a market capitalization of $137.24 billion, a price-to-earnings ratio of 18.61, a PEG ratio of 0.43 and a beta of 1.12.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a return on equity of 8.68% and a net margin of 10.88%.The company had revenue of $12.20 billion for the quarter, compared to analyst estimates of $9.88 billion. During the same quarter last year, the company earned $0.23 EPS. UBS Group’s revenue for the quarter was up 10.3% compared to the same quarter last year. Sell-side analysts expect that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Dividend Announcement

The company also recently disclosed a special dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd will be given a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd. UBS Group’s dividend payout ratio is currently 14.83%.

Key UBS Group News

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

• Positive Sentiment: UBS published its fourth‑quarter 2025 results and announced a $3 billion buyback (with the possibility of more). The combination of a results beat and a buyback supports EPS and capital-return expectations. UBS published its fourth-quarter 2025 results
• Positive Sentiment: UBS is moving to build digital‑asset infrastructure and explore bitcoin services for individual clients — a potential new revenue line if product rollout and regulatory clarity progress. UBS to Build Digital-Asset Infrastructure, Eyes Bitcoin Services for Individuals
• Neutral Sentiment: The Goldman Sachs team reaffirmed a Neutral rating on UBS, reflecting mixed analyst views that can limit immediate analyst-driven momentum. Finviz
• Neutral Sentiment: UBS disclosed it has ceased to be a substantial shareholder in Aeris Resources and Dalrymple Bay Infrastructure — routine portfolio moves that slightly reduce cross‑holdings risk but are unlikely to move UBS’s valuation materially. UBS Group AG Ceases to Be Substantial Shareholder in Aeris Resources UBS Group AG Exits Substantial Shareholder Position in Dalrymple Bay Infrastructure
• Neutral Sentiment: Switzerland’s supervisor (FINMA) says proposed capital rules targeted at UBS are proportionate — regulatory clarity reduces tail‑risk but could still require capital / structural adjustments. Proposed UBS regulation targeted and focused, says Swiss banking supervisor
• Negative Sentiment: UBS shares remain under pressure from wealth‑management outflows in the U.S.; investors are focused on whether client flows stabilize, which is weighing on the stock despite the buyback. UBS shares remain subdued on wealth management outflows, despite BofA backing
• Negative Sentiment: Broader crypto weakness (whales/ETFs selling) and UBS’s public caution — “crypto is not an asset” — could slow uptake of any crypto services and depress near‑term revenue expectations for digital‑asset initiatives. Bitcoin whales and ETFs are baling out of the market; UBS warns ‘crypto is not an asset’

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.