Mackenzie Financial Corp Has $32.24 Million Position in UBS Group AG $UBS

Mackenzie Financial Corp lifted its holdings in UBS Group AG (NYSE:UBS) by 2.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 789,683 shares of the bank’s stock after buying an additional 21,702 shares during the quarter. Mackenzie Financial Corp’s holdings in UBS Group were worth $32,236,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of UBS. Norges Bank acquired a new stake in UBS Group during the 2nd quarter worth approximately $4,878,061,000. Massachusetts Financial Services Co. MA lifted its stake in 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 buying an additional 13,417,945 shares in the last quarter. Fisher Asset Management LLC boosted its holdings in shares of UBS Group by 16.9% in the second quarter. Fisher Asset Management LLC now owns 58,424,089 shares of the bank’s stock valued at $1,975,903,000 after buying an additional 8,448,219 shares during the period. Bank of Montreal Can boosted its holdings in shares of UBS Group by 248.7% in the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after buying an additional 6,650,862 shares during the period. Finally, Cevian Capital II GP LTD increased its position in shares of 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 acquiring an additional 4,330,274 shares in the last quarter.

Wall Street Analyst Weigh In

UBS has been the topic of a number of research analyst reports. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Bank of America raised shares of UBS Group from a “neutral” rating to a “buy” rating and upped their target price for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, January 22nd. Zacks Research lowered UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $60.30.

UBS Group Stock Performance

Shares of UBS stock opened at $37.46 on Friday. UBS Group AG has a 12 month low of $25.75 and a 12 month high of $49.36. The company’s fifty day simple moving average is $44.27 and its 200-day simple moving average is $41.90. The firm has a market cap of $117.03 billion, a PE ratio of 15.87, a P/E/G ratio of 0.38 and a beta of 1.14. The company has a quick ratio of 1.03, a current ratio of 1.19 and a debt-to-equity ratio of 3.63.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share 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 business 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 for the quarter was up 10.3% compared to the same quarter last year. Equities research analysts expect that UBS Group AG will post 1.9 EPS for the current fiscal year.

UBS Group Announces Dividend

The business also recently disclosed 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 is Wednesday, April 22nd.

Trending Headlines about UBS Group

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

• Positive Sentiment: Management hires and an internal reorganisation are pushing UBS toward its revenue goals, according to reporting that says the bank is in a “final stretch” after targeted recruiting and structural changes — a signal that revenue growth and efficiency improvements may be forthcoming. UBS on final stretch to revenue goal after hires and reorganisation
• Neutral Sentiment: UBS research continues to move markets and reflects the strength of its investment banking/research franchise — the bank’s analysts have been active raising price targets and issuing coverage (examples include notes on Rivian, NextEra and Ardagh Metal Packaging), which supports fee generation but has limited immediate impact on the share price. Rivian Is About to Challenge Tesla Where It Hurts Most (UBS)
• Neutral Sentiment: UBS-hosted events and research distribution (e.g., conferences and sector notes) keep the bank centrally placed in corporate access and advisory flows — items like the UBS Global Consumer & Retail Conference and the Global Entrepreneur Report raise the bank’s profile but are background revenue drivers rather than immediate catalysts. Molson Coors Presents at UBS Conference
• Negative Sentiment: UBS faces renewed legal pressure in New York over its historical handling of Nazi-era accounts; a court hearing could increase litigation risk, reputational damage and potential remediation costs. This is a meaningful near-term headline risk for a bank already sensitive to trust and regulatory scrutiny. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times coverage flags potential problems with UBS’s new private equity deal pipeline, suggesting legacy issues and deal-structuring risks may complicate returns and tie up capital — a strategic concern that could weigh on investor sentiment about growth and risk-taking. UBS’s new private equity deals confront an old problem

UBS Group Company 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.