Ninety One SA Pty Ltd Invests $584,000 in UBS Group AG $UBS

Ninety One SA Pty Ltd bought a new stake in UBS Group AG (NYSE:UBS) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 12,516 shares of the bank’s stock, valued at approximately $584,000.

A number of other institutional investors also recently added to or reduced their stakes in the company. Wellington Management Group LLP grew its stake in shares of 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 purchasing an additional 45,731,061 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in shares of UBS Group by 21.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank’s stock valued at $3,171,497,000 after acquiring an additional 13,417,945 shares during the period. Viking Global Investors LP grew its position in UBS Group by 407.5% during the 3rd quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after purchasing an additional 10,516,148 shares during the last quarter. Bank of Montreal Can boosted its stake in shares of UBS Group by 248.7% during the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock worth $380,782,000 after buying an additional 6,650,862 shares during the period. Finally, Fisher Asset Management LLC grew its holdings in shares of UBS Group by 4.7% during the third quarter. Fisher Asset Management LLC now owns 61,168,437 shares of the bank’s stock worth $2,507,906,000 after buying an additional 2,744,348 shares during the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS research activity: UBS analysts have been raising price targets and initiating coverage across several names (Merck price target hike; new Buy on Amneal; PT increases on BorgWarner and Dana), highlighting an active research franchise that supports deal flow and client engagement. UBS Raises Merck Price Forecast Amneal coverage initiated by UBS UBS Raises BorgWarner PT
• Neutral Sentiment: UBS has notified Australian companies that it ceased substantial-shareholder positions in Nanosonics and Insignia Financial — routine portfolio/asset-management disclosures that are unlikely to move UBS’s core capital story materially. UBS Ceases To Be Substantial Shareholder in Nanosonics UBS Exits Substantial Position in Insignia
• Neutral Sentiment: UBS Asset Management materially reduced its ServiceNow position in Q4 (reported large share removal) — a portfolio reallocation that signals active asset-management trimming but is not a direct corporate credit or capital event for UBS itself. ServiceNow coverage & holdings notes
• Negative Sentiment: Regulatory risk: A bank‑commissioned UBS study warns that Swiss government proposals for higher capital requirements on UBS could meaningfully drag on Switzerland’s economy — this underscores an ongoing regulatory battle that could raise capital costs or constrain return-on-equity. UBS capital rules could hurt Swiss economy

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on UBS shares. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Finally, Zacks Research cut UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, UBS Group presently has an average rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Trading Up 2.4%

Shares of UBS Group stock opened at $43.75 on Friday. The firm has a market cap of $136.66 billion, a price-to-earnings ratio of 18.54, a price-to-earnings-growth ratio of 0.80 and a beta of 1.16. UBS Group AG has a 52-week low of $27.40 and a 52-week high of $49.36. The company’s 50-day simple moving average is $40.19 and its 200-day simple moving average is $41.63. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The firm had revenue of $12.20 billion during the quarter, compared to the consensus estimate of $9.88 billion. During the same quarter last year, the firm earned $0.23 earnings per share. The firm’s revenue was up 10.3% compared to the same quarter last year. As a group, equities research analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

UBS Group Announces Dividend

The firm also recently declared a special dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd will be issued a $0.55 dividend. The ex-dividend date of this dividend is Wednesday, April 22nd.

UBS Group 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.