Assetmark Inc. Has $4 Million Stake in UBS Group AG $UBS

Assetmark Inc. grew its stake in UBS Group AG (NYSE:UBS) by 31.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 102,252 shares of the bank’s stock after buying an additional 24,248 shares during the quarter. Assetmark Inc.’s holdings in UBS Group were worth $3,995,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Legacy Capital Group California Inc. increased its holdings in shares of UBS Group by 0.6% during the 4th quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock valued at $1,828,000 after acquiring an additional 239 shares during the last quarter. U.S. Capital Wealth Advisors LLC boosted its stake in UBS Group by 1.3% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock valued at $922,000 after purchasing an additional 260 shares during the period. Perigon Wealth Management LLC increased its position in UBS Group by 3.9% in the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after buying an additional 284 shares during the period. Allworth Financial LP boosted its holdings in UBS Group by 4.2% in the 3rd quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock valued at $292,000 after purchasing an additional 288 shares during the period. Finally, Anchyra Partners LLC lifted its stake in shares of UBS Group by 3.3% in the first quarter. Anchyra Partners LLC now owns 9,090 shares of the bank’s stock valued at $355,000 after buying an additional 294 shares during the period.

More UBS Group News

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

• Positive Sentiment: UBS highlighted its upcoming second-quarter 2026 results presentation, which can keep investors focused on execution, capital returns, and any guidance update. Investor Relations Invitation: Presentation of UBS’s second quarter 2026 results
• Positive Sentiment: UBS’s research coverage remained in the spotlight after analyst Timothy Arcuri’s bullish Micron call helped drive attention to UBS’s market insight and analyst franchise. Micron (MU) Could Buy Back Over 40% of Its Stock by 2028, Says 5-Star Analyst Timothy Arcuri
• Neutral Sentiment: UBS disclosed a 3.11% indirect stake in Qiagen, a routine ownership filing that is unlikely by itself to materially affect UBS’s shares. UBS Discloses 3.11% Indirect Stake in Qiagen
• Neutral Sentiment: UBS trimmed its substantial stake in The a2 Milk Company to 5.48%, another disclosure that looks more like portfolio repositioning than a direct operating driver for UBS. UBS trims substantial stake in The a2 Milk Company to 5.48%
• Negative Sentiment: Media coverage of Tom Hayes’s comments about UBS’s “Project Chocolate” investigation may keep some legal/reputational scrutiny in view, although the story appears to be more historical than immediately financial. Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

UBS Group Price Performance

NYSE:UBS opened at $52.71 on Thursday. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The firm has a market cap of $164.67 billion, a PE ratio of 18.89, a price-to-earnings-growth ratio of 0.81 and a beta of 1.19. UBS Group AG has a 12 month low of $35.94 and a 12 month high of $55.15. The company’s 50-day moving average price is $49.46 and its two-hundred day moving average price is $45.12.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $13.16 billion. On average, equities analysts anticipate that UBS Group AG will post 3.51 EPS for the current fiscal year.

Analysts Set New Price Targets

UBS has been the topic of several recent research reports. Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Barclays raised 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, July 2nd. Finally, Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price 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.