UBS Group AG $UBS Shares Newly Acquired by Ninety One North America Inc.

Posted by Francis Steltz on Oct 15th, 2026

Ninety One North America Inc. acquired a new position in UBS Group AG (NYSE:UBS – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 117,577 shares of the bank’s stock, valued at approximately $5,674,000.

Other institutional investors have also recently bought and sold shares of the company. Assenagon Asset Management S.A. raised its holdings in UBS Group by 6,277.5% in the 2nd quarter. Assenagon Asset Management S.A. now owns 16,536,418 shares of the bank’s stock valued at $821,228,000 after buying an additional 16,277,125 shares during the last quarter. Amundi grew its stake in shares of UBS Group by 16.9% in the first quarter. Amundi now owns 23,294,847 shares of the bank’s stock worth $910,130,000 after purchasing an additional 3,374,516 shares during the last quarter. Public Employees Retirement System of Ohio acquired a new stake in UBS Group in the second quarter valued at $119,055,000. Arrowstreet Capital Limited Partnership increased its holdings in UBS Group by 7.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 18,850,928 shares of the bank’s stock valued at $728,340,000 after purchasing an additional 1,323,586 shares during the period. Finally, State of Wisconsin Investment Board acquired a new stake in UBS Group in the fourth quarter valued at $58,785,000.

UBS Group News Roundup

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

Positive Sentiment: Switzerland’s top court upheld the decision to deny bonuses to some Credit Suisse bankers following UBS’s takeover, potentially limiting UBS’s compensation-related costs and legal exposure. Credit Suisse bankers denied bonuses stripped after UBS takeover
Neutral Sentiment: UBS is reportedly evaluating whether to move its headquarters from Switzerland if lawmakers impose tougher capital rules. The possibility could give the bank leverage in negotiations and improve strategic flexibility, but relocation would be costly, complex and politically sensitive. UBS weighs moving headquarters from Switzerland if capital rules tighten
Neutral Sentiment: UBS forecasts that the Federal Reserve will extend its tightening cycle with a March rate increase after an inflation surprise. Higher rates could support net interest income, although they may also weigh on markets, deal activity and wealth-management assets. UBS extends Fed tightening cycle forecast
Neutral Sentiment: UBS executed an off-market repurchase of 2.64 million Glencore shares. The transaction appears routine and is unlikely to materially change UBS’s earnings outlook. Glencore cancels shares in buyback from UBS
Negative Sentiment: Swiss lawmakers backed a fee on UBS for access to a public liquidity backstop, adding a potential cost as regulators continue seeking safeguards after the Credit Suisse rescue. Swiss committee backs fee on UBS liquidity backstop
Negative Sentiment: BNP Paribas hired dealmakers from UBS to expand its U.K. mergers-and-acquisitions advisory business, signaling competitive pressure and possible talent losses. BNP Paribas hires UBS dealmakers
Negative Sentiment: Erste Group made marginal reductions to its FY2026 and FY2027 EPS forecasts for UBS, reinforcing modest pressure on earnings expectations.

UBS Group Trading Up 0.9%

UBS stock traded up $0.44 during trading on Thursday, reaching $47.59. 1,021,853 shares of the stock were exchanged, compared to its average volume of 2,272,436. The firm’s 50 day moving average is $51.77 and its 200 day moving average is $48.84. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99. The firm has a market cap of $148.67 billion, a P/E ratio of 16.19, a price-to-earnings-growth ratio of 0.72 and a beta of 1.21.

UBS Group (NYSE:UBS – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.50% and a net margin of 13.10%. The firm had revenue of $13.35 billion during the quarter, compared to the consensus estimate of $13.40 billion. During the same quarter in the previous year, the company posted $0.72 EPS. The firm’s revenue was up 13.2% on a year-over-year basis. As a group, analysts predict that UBS Group AG will post 3.59 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on UBS. DZ Bank restated a “buy” rating on shares of UBS Group in a research report on Thursday, July 30th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research report on Friday, July 31st. Finally, Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $60.30.

Get Our Latest Stock Report on UBS Group

UBS Group Profile

(Free Report)

UBS Group AG (NYSE:UBS) is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.