Legal & General Group Plc Reduces Stock Position in UBS Group AG $UBS

Legal & General Group Plc decreased its position in UBS Group AG (NYSE:UBS) by 5.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,403,367 shares of the bank’s stock after selling 1,386,131 shares during the quarter. Legal & General Group Plc’s holdings in UBS Group were worth $956,264,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Norges Bank purchased a new stake in shares of UBS Group during the second quarter worth about $4,878,061,000. Massachusetts Financial Services Co. MA lifted its stake in shares of UBS Group by 21.0% during 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 buying an additional 13,417,945 shares during the period. Fisher Asset Management LLC boosted its position in 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 last quarter. Cevian Capital II GP LTD grew its stake in UBS Group by 9.9% in the 2nd quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank’s stock worth $1,627,340,000 after acquiring an additional 4,330,274 shares during the period. Finally, Vanguard Group Inc. grew its stake in UBS Group by 3.0% in the 2nd quarter. Vanguard Group Inc. now owns 135,357,012 shares of the bank’s stock worth $4,595,641,000 after acquiring an additional 3,907,669 shares during the period.

UBS Group Price Performance

Shares of UBS Group stock opened at $38.64 on Tuesday. The business’s fifty day moving average price is $44.75 and its 200 day moving average price is $41.96. UBS Group AG has a twelve month low of $25.75 and a twelve month high of $49.36. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 3.63. The stock has a market capitalization of $120.70 billion, a P/E ratio of 16.37, a PEG ratio of 0.37 and a beta of 1.14.

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

UBS Group Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts have weighed in on UBS shares. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, January 21st. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Finally, Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and upped their price objective for the company from $44.00 to $60.30 in a research note on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: UBS reported a strong 2025 standalone profit and said it has optimized its capital structure, which supports dividend/return potential and reassures investors about capital management. Article Title
• Positive Sentiment: UBS published its 31 December 2025 Pillar 3 risk and capital disclosures under the revised Swiss Basel III rules — increased transparency on risk-weighted assets and capital ratios can reduce regulatory uncertainty. Article Title
• Positive Sentiment: UBS filed Form 6‑K updates embedding 2025 figures into U.S. filings and provided additional detail on capitalization — a proactive move that should soothe investor concerns about capital adequacy after the Credit Suisse integration. Article Title Article Title
• Positive Sentiment: UBS reported sustainability gains and said integration of Credit Suisse is progressing, which could deliver cost synergies and revenue opportunities for wealth-management clients. Article Title
• Neutral Sentiment: UBS exited a substantial shareholding in Andean Silver Limited — a portfolio move that appears non-core and unlikely to materially affect UBS’s financials. Article Title
• Neutral Sentiment: UBS hosted/organized investor events (e.g., Emerging India/Singapore meetings) featuring third‑party companies — useful for franchise engagement but not directly material to UBS’s near‑term earnings. Article Title
• Negative Sentiment: UBS kept CEO Sergio Ermotti’s 2025 pay unchanged (~$19.1m), drawing scrutiny amid public debate over CEO bonuses and capital use; this raises governance and reputational risk that could weigh on sentiment for some investors. Article Title Article Title
• Negative Sentiment: UBS Switzerland AG reported lower 2025 standalone profit on higher costs and a slightly smaller balance sheet — indicates some cost pressures at the Swiss unit that could limit near‑term margin improvement. Article Title

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.