UBS Group AG $UBS Shares Acquired by Banque Pictet & Cie SA

Banque Pictet & Cie SA increased its holdings in UBS Group AG (NYSE:UBS) by 16.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,519,854 shares of the bank’s stock after purchasing an additional 216,866 shares during the quarter. UBS Group comprises about 0.4% of Banque Pictet & Cie SA’s portfolio, making the stock its 26th biggest holding. Banque Pictet & Cie SA’s holdings in UBS Group were worth $70,904,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Bank Pictet & Cie Europe AG boosted its position in UBS Group by 11.6% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 96,114 shares of the bank’s stock worth $4,484,000 after acquiring an additional 9,999 shares during the period. Compagnie Lombard Odier SCmA increased its holdings in shares of UBS Group by 3.0% during the fourth quarter. Compagnie Lombard Odier SCmA now owns 5,382,437 shares of the bank’s stock valued at $251,104,000 after purchasing an additional 158,770 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of UBS Group by 25.0% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 15,884 shares of the bank’s stock valued at $736,000 after purchasing an additional 3,177 shares in the last quarter. Clarius Group LLC lifted its holdings in UBS Group by 2.0% in the fourth quarter. Clarius Group LLC now owns 15,199 shares of the bank’s stock worth $704,000 after purchasing an additional 303 shares during the period. Finally, TrueMark Investments LLC lifted its holdings in UBS Group by 15.0% in the fourth quarter. TrueMark Investments LLC now owns 81,792 shares of the bank’s stock worth $3,788,000 after purchasing an additional 10,659 shares during the period.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price target for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Finally, Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Stock Performance

Shares of UBS opened at $39.76 on Thursday. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.19 and a quick ratio of 1.19. The firm’s 50 day moving average is $41.51 and its 200-day moving average is $41.64. 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 $124.22 billion, a P/E ratio of 16.85, a P/E/G ratio of 0.74 and a beta of 1.16.

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

UBS Group Announces Dividend

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

Key Stories Impacting UBS Group

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

• Positive Sentiment: Swiss lawmakers signalled softer bank capital requirements, easing an earlier ~$22B capital overhang concern and improving UBS’s return prospects; that policy signal is the primary reason for the rally in UBS shares. UBS Stock Rallies on Softer Swiss Capital Rules
• Positive Sentiment: CEO Sergio Ermotti publicly committed to stay in his role until at least April 2027, reducing executive uncertainty and supporting continuity in strategy — a reassurance for investors focused on leadership and execution. UBS CEO Vows to Stay
• Neutral Sentiment: UBS-related institutional activity: a QuiverQuant report notes UBS Group AG trimmed a small position in STAK Inc in Q4 2025 — a routine asset-management move that is unlikely to materially affect UBS’s stock. STAK Short Interest & Hedge Fund Activity
• Neutral Sentiment: UBS published analyst-themed content (top tech picks) and reiterated/adjusted coverage on various names — these reflect UBS’s investment-banking/wealth-management activity but are not direct drivers of UBS share moves. UBS Analysts’ Tech Picks
• Negative Sentiment: UBS disclosed final results of March 2026 debt rescission offers with minimal uptake — that may leave a modest remaining liability/resolution overhang for certain ETN holders and could be viewed as a slight negative by some investors monitoring liability cleanup. UBS Discloses Final Results of Debt Rescission Offers

UBS Group 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.