Aviva PLC Purchases 115,004 Shares of UBS Group AG $UBS

Aviva PLC increased its position in shares of UBS Group AG (NYSE:UBS) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,543,255 shares of the bank’s stock after buying an additional 115,004 shares during the quarter. Aviva PLC’s holdings in UBS Group were worth $164,989,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Navalign LLC bought a new position in UBS Group in the fourth quarter valued at approximately $32,000. Larson Financial Group LLC boosted its stake in shares of UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after acquiring an additional 445 shares during the period. Empowered Funds LLC bought a new position in shares of UBS Group during the 4th quarter worth approximately $41,000. JPL Wealth Management LLC acquired a new stake in UBS Group during the 3rd quarter worth approximately $37,000. Finally, Cornerstone Planning Group LLC lifted its holdings in UBS Group by 1,013.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank’s stock worth $46,000 after purchasing an additional 882 shares during the last quarter.

UBS Group Stock Up 3.0%

Shares of NYSE:UBS opened at $48.19 on Friday. The business’s 50 day simple moving average is $44.51 and its two-hundred day simple moving average is $43.41. The firm has a market cap of $150.55 billion, a P/E ratio of 17.27, a PEG ratio of 0.80 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. UBS Group AG has a 52-week low of $30.36 and a 52-week high of $49.36.

UBS Group (NYSE:UBS) last announced its quarterly earnings results 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 business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. As a group, research analysts forecast that UBS Group AG will post 3.27 EPS for the current fiscal year.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a report on Wednesday, May 13th. Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Four 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $60.30.

UBS Group 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.