BTC Capital Management Inc. Purchases 15,052 Shares of UBS Group AG $UBS

BTC Capital Management Inc. lifted its holdings in UBS Group AG (NYSE:UBS) by 26.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 72,621 shares of the bank’s stock after purchasing an additional 15,052 shares during the quarter. BTC Capital Management Inc.’s holdings in UBS Group were worth $2,837,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new position in shares of UBS Group in the 4th quarter valued at about $4,889,413,000. Wellington Management Group LLP increased its stake in UBS Group by 254.9% during the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after acquiring an additional 45,731,061 shares during the last quarter. Viking Global Investors LP increased its stake in UBS Group by 407.5% during the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after acquiring an additional 10,516,148 shares during the last quarter. Ninety One UK Ltd bought a new stake in shares of UBS Group in the 4th quarter valued at approximately $411,917,000. Finally, Bank of Montreal Can lifted its stake in shares of UBS Group by 248.7% in the 3rd quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after purchasing an additional 6,650,862 shares during the last quarter.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on UBS. Weiss Ratings downgraded UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Thursday, April 23rd. Finally, Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Four investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, UBS Group currently has an average rating of “Hold” and an average price target of $60.30.

UBS Group News Summary

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

UBS Group Trading Down 1.8%

UBS opened at $49.36 on Thursday. The stock has a market cap of $154.21 billion, a price-to-earnings ratio of 17.69, a P/E/G ratio of 0.84 and a beta of 1.19. The stock’s 50 day moving average price is $46.23 and its 200-day moving average price is $44.16. UBS Group AG has a one year low of $32.03 and a one year high of $51.24. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85.

UBS Group (NYSE:UBS) last issued its quarterly earnings results 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 return on equity of 10.05% and a net margin of 12.66%.The firm had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $13.16 billion. On average, equities analysts forecast that UBS Group AG will post 3.33 EPS for the current year.

About UBS Group

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.