Banque Cantonale Vaudoise Has $273.11 Million Stake in UBS Group AG $UBS

Banque Cantonale Vaudoise lifted its position in shares of UBS Group AG (NYSE:UBS) by 6.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,141,370 shares of the bank’s stock after purchasing an additional 402,440 shares during the period. UBS Group accounts for 10.3% of Banque Cantonale Vaudoise’s portfolio, making the stock its largest holding. Banque Cantonale Vaudoise’s holdings in UBS Group were worth $273,109,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Legacy Capital Group California Inc. lifted its position in shares of UBS Group by 0.6% in the fourth quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock valued at $1,828,000 after buying an additional 239 shares during the last quarter. U.S. Capital Wealth Advisors LLC increased its holdings in shares of 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 worth $922,000 after acquiring an additional 260 shares during the last quarter. Parallel Advisors LLC raised its stake in UBS Group by 1.9% in the 3rd quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock valued at $611,000 after acquiring an additional 271 shares during the period. Perigon Wealth Management LLC raised its stake in UBS Group by 3.9% in the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock valued at $350,000 after acquiring an additional 284 shares during the period. Finally, Allworth Financial LP lifted its holdings in UBS Group by 4.2% during 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 last quarter.

UBS Group News Roundup

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

• Positive Sentiment: UBS has been active on the research front, including a bullish call on Addus Homecare and an upgraded outlook on Cerebras Systems, which supports the firm’s image as an influential global investment bank. Article Title
• Positive Sentiment: UBS’s market commentary that the Federal Reserve may keep rates unchanged until 2027 could be seen as constructive for banking conditions if it proves accurate. Article Title
• Neutral Sentiment: UBS disclosed a 5.3% stake in The a2 Milk Company and lifted its stake in Gentrack to just over 8%, but these holdings updates are portfolio-level disclosures rather than direct drivers of UBS Group’s earnings. Article Title Article Title
• Negative Sentiment: UBS CEO Sergio Ermotti said Swiss lawmakers are debating new capital rules with competitiveness concerns in mind, keeping the possibility of tougher capital requirements front and center for investors. Article Title
• Negative Sentiment: Swiss Finance Minister Karin Keller-Sutter reiterated the need for strong UBS capital rules, reinforcing concerns that higher regulatory capital demands could constrain profitability and capital returns. Article Title

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research report on Wednesday, May 13th. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Finally, Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $60.30.

UBS Group Stock Down 1.8%

UBS stock opened at $49.36 on Thursday. UBS Group AG has a fifty-two week low of $32.03 and a fifty-two week high of $51.24. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19. The stock has a market capitalization of $154.21 billion, a price-to-earnings ratio of 17.69, a PEG ratio of 0.84 and a beta of 1.19. The business’s fifty day moving average price is $46.23 and its two-hundred day moving average price is $44.16.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $13.16 billion. On average, equities analysts anticipate that UBS Group AG will post 3.33 earnings per share for the current year.

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.