Calamos Wealth Management LLC Makes New $4.69 Million Investment in UBS Group AG $UBS

Posted by Stanley Muller on Nov 7th, 2026

Calamos Wealth Management LLC bought a new position in UBS Group AG (NYSE:UBS – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 97,472 shares of the bank’s stock, valued at approximately $4,691,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of UBS. Coppell Advisory Solutions LLC bought a new stake in shares of UBS Group during the second quarter worth $25,000. Whipplewood Advisors LLC acquired a new position in shares of UBS Group during the first quarter worth $25,000. First Bancorp Inc ME acquired a new position in UBS Group during the 2nd quarter valued at about $32,000. Robinswood Financial LLC acquired a new stake in UBS Group in the 1st quarter worth approximately $31,000. Finally, West Financial Advisors LLC purchased a new stake in shares of UBS Group during the third quarter valued at $39,000.

UBS Group Stock Down 2.0%

UBS stock traded down $0.96 on Friday, reaching $47.81. 2,770,398 shares of the company’s stock were exchanged, compared to its average volume of 1,834,790. The stock has a fifty day moving average of $49.70 and a 200-day moving average of $47.15. The firm has a market cap of $149.35 billion, a PE ratio of 15.78, a P/E/G ratio of 0.72 and a beta of 1.19. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99.

UBS Group (NYSE:UBS – Get Free Report) last posted its earnings results on Wednesday, October 28th. The bank reported $0.85 earnings per share for the quarter, missing the consensus estimate of $0.91 by ($0.06). UBS Group had a net margin of 13.36% and a return on equity of 10.77%. The firm had revenue of $13.39 billion during the quarter, compared to analyst estimates of $13.07 billion. During the same period last year, the company posted $0.76 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities research analysts predict that UBS Group AG will post 3.65 EPS for the current fiscal year.

Analysts Set New Price Targets

UBS has been the topic of several analyst reports. Bank of America reaffirmed a “buy” rating on shares of UBS Group in a report on Tuesday, September 1st. Royal Bank Of Canada reiterated a “buy” rating on shares of UBS Group in a research report on Monday, September 28th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research report on Wednesday, September 2nd. JPMorgan Chase & Co. restated a “buy” rating on shares of UBS Group in a research report on Wednesday, September 23rd. Finally, Citigroup reiterated a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, UBS Group presently has a consensus rating of “Hold” and an average price target of $60.30.

Get Our Latest Report on UBS Group

UBS Group News Summary

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

Positive Sentiment: LBP AM SA reported a new UBS position valued at about $376 million in its September 30 holdings. Across recent filings, more institutions added shares than reduced positions, although the data reflects different reporting periods and is not a clear consensus signal. Fund Update: New $376.0M UBS stock position opened by LBP AM SA
Positive Sentiment: UBS is reducing consultant spending as its Credit Suisse integration approaches completion, with reports citing more than $800 million in lower external-adviser costs. The cuts could improve efficiency, though the integration also includes substantial job reductions. UBS slashes spending on consultants as Credit Suisse project winds down
Neutral Sentiment: UBS reportedly cut about 200 London jobs as the Credit Suisse integration nears its end. The move may contribute to cost savings, but also highlights ongoing restructuring. UBS cuts about 200 London jobs as Credit Suisse fusion ends
Negative Sentiment: A report says market speculation has revived that UBS could exit or sell its UBS Americas unit amid its dispute with Swiss regulators. This remains unconfirmed, but uncertainty around the bank’s U.S. operations could weigh on sentiment. The latest twist in the saga between UBS and Swiss regulators involves bank’s New York business

About UBS Group

(Free Report)

UBS Group AG is a Swiss financial services company providing wealth management, banking, asset management and investment banking services to individuals, businesses, institutions and governments. It has a strong presence in Switzerland and serves clients in markets around the world.

The company’s businesses include Global Wealth Management, Swiss Personal & Corporate Banking, Asset Management and the Investment Bank. Its services include financial planning and investment advice, lending and deposit products, portfolio and fund management, and capital markets and advisory services.

UBS traces its roots to Swiss banking institutions established in the 19th century and took its current form through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation.