Northwestern Mutual Wealth Management Co. Grows Stock Holdings in UBS Group AG $UBS

Posted by Stanley Muller on May 24th, 2026

Northwestern Mutual Wealth Management Co. raised its position in shares of UBS Group AG (NYSE:UBS – Free Report) by 99.0% during the fourth quarter, HoldingsChannel reports. The firm owned 130,509 shares of the bank’s stock after purchasing an additional 64,926 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in UBS Group were worth $6,044,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Public Sector Pension Investment Board raised its position in UBS Group by 3.7% during the third quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank’s stock valued at $112,048,000 after purchasing an additional 97,509 shares in the last quarter. Lingohr Asset Management GmbH raised its position in UBS Group by 1,198.4% during the third quarter. Lingohr Asset Management GmbH now owns 258,115 shares of the bank’s stock valued at $10,559,000 after purchasing an additional 238,235 shares in the last quarter. Allianz Asset Management GmbH raised its position in UBS Group by 6.4% during the third quarter. Allianz Asset Management GmbH now owns 4,439,632 shares of the bank’s stock valued at $181,409,000 after purchasing an additional 265,475 shares in the last quarter. Plato Investment Management Ltd raised its position in UBS Group by 43.2% during the third quarter. Plato Investment Management Ltd now owns 120,920 shares of the bank’s stock valued at $4,905,000 after purchasing an additional 36,462 shares in the last quarter. Finally, Wellington Management Group LLP raised its position 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 valued at $2,601,589,000 after purchasing an additional 45,731,061 shares in the last quarter.

UBS Group Stock Performance

UBS Group stock opened at $46.94 on Friday. 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 firm has a 50-day moving average of $41.68 and a 200-day moving average of $42.47. The firm has a market cap of $146.62 billion, a P/E ratio of 16.82, a P/E/G ratio of 0.81 and a beta of 1.19. UBS Group AG has a 1-year low of $30.36 and a 1-year high of $49.36.

UBS Group (NYSE:UBS – Get Free Report) last posted 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. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Sell-side analysts expect that UBS Group AG will post 3.25 EPS for the current year.

UBS Group News Summary

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

Positive Sentiment: Deutsche Bank raised its price target on UBS Group AG and kept a Buy rating, signaling continued analyst confidence in the bank’s earnings power and valuation. Deutsche Bank Raises PT on UBS Group (UBS), Keeps a Buy Rating
Positive Sentiment: UBS Global Wealth Management lifted its S&P 500 target to 7,900, citing AI infrastructure spending and resilient consumer demand, reinforcing a constructive outlook from the firm’s own strategists. UBS Boosts S&P 500 Forecast to 7,900 on AI Infrastructure and Consumer Resilience
Positive Sentiment: UBS analysts also highlighted ASML as the best bet among European chip stocks, which supports the bank’s reputation for strong market calls and may reflect positively on UBS’s research franchise. Why UBS Says ASML Is the Best Bet Among European Chip Stocks
Neutral Sentiment: UBS disclosed a 2.87% voting stake in Qiagen, and Qiagen separately said the regulator notified it of UBS’s 3.15% stake. This is a routine holdings disclosure with limited direct impact on UBS shares. UBS Group Discloses 2.87% Voting Stake in Qiagen
Negative Sentiment: Reuters reported that Switzerland’s finance minister said stricter capital rules are needed to protect taxpayers from another bailout risk, keeping regulatory pressure on UBS in focus. UBS capital rules needed to shield Swiss taxpayers, finance minister says
Negative Sentiment: UBS also drew attention for hitting back at a Nazi-accounts probe amid Senate pressure, adding another legal/reputational overhang for investors to watch. UBS Hits Back Over Nazi-Accounts Probe Amid Senate Pressure

Analyst Upgrades and Downgrades

UBS has been the topic of a number of recent research reports. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Finally, Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $60.30.

Read Our Latest Stock Report on UBS

About UBS Group

(Free Report)

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.