DJE Kapital AG Has $9.49 Million Position in UBS Group AG $UBS

DJE Kapital AG increased its holdings in shares of UBS Group AG (NYSE:UBS) by 25.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 203,050 shares of the bank’s stock after acquiring an additional 40,679 shares during the period. DJE Kapital AG’s holdings in UBS Group were worth $9,491,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of UBS Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock valued at $6,423,207,000 after acquiring an additional 1,758,287 shares in the last quarter. Norges Bank bought a new position in UBS Group during the 4th quarter valued at about $4,889,413,000. Fisher Asset Management LLC lifted its holdings in UBS Group by 4.8% during the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock valued at $2,968,807,000 after purchasing an additional 2,938,827 shares during the last quarter. Wellington Management Group LLP lifted its holdings in UBS Group by 254.9% during the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after purchasing an additional 45,731,061 shares during the last quarter. Finally, Capital World Investors lifted its holdings in UBS Group by 1.0% during the 3rd quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock valued at $1,525,163,000 after purchasing an additional 386,264 shares during the last quarter.

Analyst Ratings Changes

UBS has been the subject of several analyst reports. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a report on Wednesday, May 13th. Finally, Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Trading Up 3.0%

Shares of NYSE UBS opened at $48.19 on Friday. UBS Group AG has a 1-year low of $30.36 and a 1-year high of $49.36. The company has a market cap of $150.55 billion, a PE ratio of 17.27, a P/E/G ratio of 0.80 and a beta of 1.19. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The company has a 50-day moving average of $44.51 and a two-hundred day moving average of $43.41.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.85 by $0.09. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. As a group, equities analysts expect that UBS Group AG will post 3.27 earnings per share for the current fiscal year.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

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.