UBS Group AG $UBS Stock Position Increased by Capital World Investors

Posted by Stanley Muller on Jun 7th, 2026

Capital World Investors boosted its position in UBS Group AG (NYSE:UBS – Free Report) by 0.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 37,399,326 shares of the bank’s stock after purchasing an additional 55,822 shares during the quarter. Capital World Investors’ holdings in UBS Group were worth $1,728,952,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in UBS Group by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock valued at $6,423,207,000 after purchasing an additional 1,758,287 shares during the last quarter. Norges Bank bought a new stake in UBS Group in the 4th quarter valued at about $4,889,413,000. Fisher Asset Management LLC increased its stake in UBS Group by 4.8% during the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock valued at $2,968,807,000 after buying an additional 2,938,827 shares during the period. Wellington Management Group LLP increased its stake in UBS Group by 254.9% during the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after buying an additional 45,731,061 shares during the period. Finally, Pictet Asset Management Holding SA increased its stake in UBS Group by 1.8% during the 4th quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock valued at $1,676,302,000 after buying an additional 629,310 shares during the period.

Trending Headlines about UBS Group

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

Positive Sentiment: Investor’s Business Daily highlighted UBS as one of the bank stocks “close to emerging from cup bases,” suggesting improving chart momentum and renewed trader interest. Banking On Breakouts: UBS, Citi Charts Shape Up
Positive Sentiment: UBS was also cited in a dividend-stock roundup for identifying income ideas with “11%-plus dividend yield and double-digit upside,” reinforcing its reputation as a source of attractive yield-focused research. 11%-Plus Dividend Yield and Double-Digit Upside: UBS Picks 2 Dividend Stocks to Buy
Neutral Sentiment: CEO Sergio Ermotti said he hopes not to still be UBS’s CEO by 2030, which is more of a long-term leadership comment than a near-term earnings or capital update. UBS boss Ermotti says he hopes no longer to be the bank’s CEO by 2030
Neutral Sentiment: UBS also disclosed changes in holdings and shelf/notes activity across unrelated investments, but these items do not appear material enough on their own to drive the stock today. UBS Exits Substantial Holding in Temple & Webster
Negative Sentiment: Separately, Bloomberg reported UBS’s CEO pushing back on a Swiss population-cap proposal, keeping regulatory and political scrutiny around the bank in view. UBS CEO Says Swiss Population Cap Is ‘Not the Solution’

Analyst Upgrades and Downgrades

UBS has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Finally, Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $60.30.

Check Out Our Latest Stock Analysis on UBS

UBS Group Stock Performance

Shares of UBS opened at $47.07 on Friday. The firm’s 50 day moving average is $43.69 and its 200-day moving average is $43.09. The stock has a market capitalization of $147.05 billion, a P/E ratio of 16.87, a P/E/G ratio of 0.81 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19. UBS Group AG has a 12-month low of $30.36 and a 12-month high of $49.36.

UBS Group (NYSE:UBS – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Equities research analysts anticipate that UBS Group AG will post 3.25 EPS for the current fiscal year.

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.