UBS Group AG $UBS Stock Position Lessened by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. cut its holdings in UBS Group AG (NYSE:UBS) by 4.6% during the 4th quarter, Holdings Channel reports. The firm owned 309,569 shares of the bank’s stock after selling 14,790 shares during the period. UBS Group comprises approximately 2.8% of Contravisory Investment Management Inc.’s investment portfolio, making the stock its biggest holding. Contravisory Investment Management Inc.’s holdings in UBS Group were worth $14,336,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the business. Assenagon Asset Management S.A. raised its position in shares of UBS Group by 1.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 252,040 shares of the bank’s stock worth $11,758,000 after purchasing an additional 3,494 shares during the last quarter. Crocodile Capital Partners GmbH grew its holdings in UBS Group by 5.9% during the 4th quarter. Crocodile Capital Partners GmbH now owns 1,070,000 shares of the bank’s stock valued at $49,552,000 after buying an additional 60,000 shares during the last quarter. Traveka Wealth LLC increased its position in UBS Group by 11.4% during the fourth quarter. Traveka Wealth LLC now owns 7,578 shares of the bank’s stock worth $351,000 after buying an additional 777 shares in the last quarter. Gradient Investments LLC increased its position in UBS Group by 48.1% during the fourth quarter. Gradient Investments LLC now owns 45,827 shares of the bank’s stock worth $2,122,000 after buying an additional 14,887 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in shares of UBS Group by 8.9% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 132,190 shares of the bank’s stock worth $6,246,000 after acquiring an additional 10,805 shares during the last quarter.

UBS Group Stock Performance

UBS Group stock opened at $37.53 on Tuesday. The stock has a fifty day moving average price of $42.85 and a 200 day moving average price of $41.78. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $49.36. The firm has a market capitalization of $117.23 billion, a P/E ratio of 15.90, a PEG ratio of 0.35 and a beta of 1.14. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 3.63.

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

UBS Group Dividend Announcement

The business also recently announced a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be given a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on UBS shares. The Goldman Sachs Group restated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Bank of America raised shares of 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 note on Tuesday, December 16th. Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Thursday, January 22nd. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

Key UBS Group News

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

• Positive Sentiment: OCC approval for a national bank charter clears the way for UBS to add traditional banking services in the U.S., supporting its strategy to deepen wealth-management relationships and cross-sell loans/deposits to a large client base. UBS Group to Expand U.S. Wealth Operations After Securing OCC Approval
• Positive Sentiment: Invested-assets growth remains strong (assets topped $7 trillion and rose ~15% for 2025), underpinning fee income and reported net profit — a structural tailwind for revenue and client-retention metrics. Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
• Neutral Sentiment: UBS and UBS AG closed/expired rescission offers for certain debt securities and continue claim reviews — this resolves a procedural step but leaves claim-review uncertainty that could affect future reserves or legal disclosures. UBS Group and UBS AG Close Rescission Offers for Certain Debt Securities UBS Rescission Offers on Certain Debt Securities Expire as Claim Review Continues
• Neutral Sentiment: CEO Sergio Ermotti said the Middle East conflict hasn’t caused a major client shift, but he warned energy prices may stay elevated — commentary that suggests limited client flight but potential macro-driven volatility for markets/trading. UBS Chief Ermotti Says War Isn’t Causing Major Shift for Clients
• Neutral Sentiment: UBS has raised oil price forecasts amid the Middle East escalation — a development that may boost energy trading revenues but also increases market volatility risk. UBS raises oil price forecasts at Middle East conflict escalates
• Negative Sentiment: Reports highlight asset outflows and adviser departures as UBS revamps its U.S. wealth business — these execution risks and short-term client attrition could pressure margins and growth in the U.S. market. UBS Faces Challenges Revamping U.S. Wealth Management Amid Asset Outflows and Adviser Departures

About UBS Group

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.