UBS Group AG $UBS Position Boosted by Aviva PLC

Aviva PLC raised its holdings in shares of UBS Group AG (NYSE:UBS) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,543,255 shares of the bank’s stock after acquiring an additional 115,004 shares during the quarter. Aviva PLC owned approximately 0.11% of UBS Group worth $164,989,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Qtron Investments LLC grew its stake in UBS Group by 20.3% during the 4th quarter. Qtron Investments LLC now owns 46,013 shares of the bank’s stock valued at $2,147,000 after acquiring an additional 7,749 shares in the last quarter. Xponance LLC bought a new stake in shares of UBS Group in the 4th quarter valued at approximately $1,167,000. Nuveen LLC grew its stake in shares of UBS Group by 6.7% in the 4th quarter. Nuveen LLC now owns 11,408,186 shares of the bank’s stock valued at $531,162,000 after buying an additional 712,516 shares in the last quarter. Winning Points Advisors LLC bought a new stake in shares of UBS Group in the 4th quarter valued at approximately $1,842,000. Finally, Empowered Funds LLC bought a new stake in shares of UBS Group in the 4th quarter valued at approximately $41,000.

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 Stock Performance

Shares of NYSE:UBS opened at $48.19 on Friday. The business’s fifty day moving average price is $44.51 and its two-hundred day moving average price is $43.41. UBS Group AG has a fifty-two week low of $30.36 and a fifty-two week high of $49.36. The stock has a market capitalization of $150.55 billion, a price-to-earnings ratio of 17.27, a price-to-earnings-growth ratio of 0.80 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

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

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Finally, Weiss Ratings lowered 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 assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, UBS Group presently has an average 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.