QRG Capital Management Inc. Lowers Stock Position in UBS Group AG $UBS

QRG Capital Management Inc. trimmed its holdings in UBS Group AG (NYSE:UBS) by 20.8% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 148,941 shares of the bank’s stock after selling 39,080 shares during the period. QRG Capital Management Inc.’s holdings in UBS Group were worth $6,107,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Norges Bank purchased a new position in UBS Group in the 2nd quarter valued at $4,878,061,000. Vanguard Group Inc. boosted its holdings in shares of UBS Group by 3.0% in the second quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock valued at $4,595,641,000 after acquiring an additional 3,907,669 shares in the last quarter. Fisher Asset Management LLC increased its stake in shares of UBS Group by 16.9% during the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock worth $1,975,903,000 after acquiring an additional 8,448,219 shares during the period. Cevian Capital II GP LTD raised its holdings in UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after purchasing an additional 4,330,274 shares in the last quarter. Finally, Pzena Investment Management LLC lifted its position in UBS Group by 5.3% in the second quarter. Pzena Investment Management LLC now owns 30,902,392 shares of the bank’s stock valued at $1,045,119,000 after purchasing an additional 1,551,567 shares during the period.

Key UBS Group News

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

• Positive Sentiment: UBS is a step closer to a U.S. national bank charter, receiving first conditional approval — this opens the path to an expanded U.S. banking franchise, potential deposit funding benefits and regulatory clarity that investors typically view as value‑positive. Reuters: Swiss bank UBS closer to getting national bank charter for US franchise MSN: UBS wins first conditional nod for U.S. bank charter
• Positive Sentiment: Third‑party recognition of UBS as a value stock may attract income/value investors and supports analyst interest. Zacks: UBS is a Top‑Ranked Value Stock
• Neutral Sentiment: CEO Sergio Ermotti reiterated preference for an internal successor — signals continuity in strategy and less governance uncertainty, a modest positive for long‑term stability but not an immediate earnings driver. Reuters: UBS CEO Ermotti on internal successor
• Neutral Sentiment: Operational and research activity: UBS hired a financial advisor in Bellevue (small workforce news); UBS research actions (raising Vistra price target, downgrading GE HealthCare, gold outlook, comments on Novo Nordisk) reflect normal brokerage activity that can move individual stocks but are marginal to UBS’s own valuation. BusinessWire: UBS hires Jeff Miller InsiderMonkey: UBS raises Vistra price target Barron’s: UBS downgrades GE HealthCare Proactive: UBS on gold Proactive: UBS on Novo Nordisk
• Neutral Sentiment: UBS notified FireFly Metals that it has ceased to be a substantial holder — routine portfolio/holdings disclosure with negligible impact on UBS fundamentals. TipRanks: UBS ceases to be substantial holder in FireFly Metals

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and increased their target price for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, October 8th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research report on Monday, November 24th. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday. Finally, Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, UBS Group presently has an average rating of “Moderate Buy” and a consensus price target of $60.30.

UBS Group Trading Down 0.2%

Shares of UBS stock opened at $47.38 on Friday. The stock has a market cap of $148.01 billion, a P/E ratio of 21.34, a P/E/G ratio of 0.44 and a beta of 1.12. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69. UBS Group AG has a fifty-two week low of $25.75 and a fifty-two week high of $48.43. The business has a fifty day simple moving average of $42.90 and a 200-day simple moving average of $40.32.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.28. The firm had revenue of $12.76 billion for the quarter, compared to analysts’ expectations of $9.68 billion. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm’s revenue was up 4.3% on a year-over-year basis. During the same period in the prior year, the company earned $0.43 EPS. On average, analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

About UBS Group

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.