Patient Capital Management LLC Reduces Stake in UBS Group AG $UBS

Patient Capital Management LLC lowered its stake in UBS Group AG (NYSE:UBS) by 22.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,500,849 shares of the bank’s stock after selling 436,790 shares during the quarter. UBS Group makes up 2.5% of Patient Capital Management LLC’s investment portfolio, making the stock its 18th largest position. Patient Capital Management LLC’s holdings in UBS Group were worth $61,535,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. AQR Capital Management LLC increased its holdings in UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after acquiring an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after purchasing an additional 708 shares during the period. NewEdge Advisors LLC raised its position in shares of UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after buying an additional 1,267 shares in the last quarter. Focus Partners Wealth boosted its stake in UBS Group by 11.6% during the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after buying an additional 1,469 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares in the last quarter.

UBS Group Price Performance

NYSE:UBS opened at $46.46 on Wednesday. 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 52 week low of $25.75 and a 52 week high of $48.43. The business’s 50-day simple moving average is $43.23 and its two-hundred day simple moving average is $40.53. The stock has a market cap of $145.14 billion, a PE ratio of 20.93, a P/E/G ratio of 0.45 and a beta of 1.12.

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

UBS Group News Summary

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

• Positive Sentiment: Bank of America Securities reiterated a Buy on UBS, highlighting integration‑driven profitability upside and scope for capital returns through 2026 — a strong fundamental endorsement that supports higher valuation expectations. UBS: Integration-Driven Profitability Upside and Capital Returns Support Buy Rating Through 2026
• Positive Sentiment: UBS research is bullish on gold, saying prices can reach new highs in 2026 — positive for UBS’s asset management/trading revenues and for investor flows into bullion strategies that the bank may distribute or advise on. ‘Gold Price Can Reach New Highs in 2026,’ Says UBS
• Neutral Sentiment: UBS CEO Sergio Ermotti warned at Davos that “selling U.S. assets is a dangerous bet” amid market upheaval — a macro view that may calm some clients but also underscores volatility; it’s market commentary rather than a direct company catalyst. Selling U.S. Assets is a ‘Dangerous Bet,’ Warns UBS CEO
• Neutral Sentiment: UBS’s board is reported to be considering external CEO candidates alongside internal contenders for the next CEO — a governance/succession update that creates some uncertainty but also indicates active planning for leadership transition. UBS also considering external CEO candidates, Bloomberg News reports
• Neutral Sentiment: UBS reduced holdings below substantial‑holder thresholds in small Australian companies (Boss Energy, Vista Group) — routine portfolio moves that are unlikely to materially affect UBS’s core earnings but are worth noting for transparency. UBS Group AG Ceases to Be Substantial Shareholder in Boss Energy UBS Falls Below Substantial Holder Threshold in Vista Group
• Negative Sentiment: RBC hired a UBS wealth-management team overseeing about $770M in client assets in Syracuse — a tangible client/asset outflow that can pressure fee revenue and is a negative signal around retention in parts of the U.S. adviser market. RBC nabs $770 million UBS team in Syracuse

Analysts Set New Price Targets

UBS has been the topic of several recent analyst reports. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a report on Monday, November 3rd. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Monday, November 24th. Zacks Research lowered shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Wall Street Zen upgraded UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Bank of America upgraded 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 report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

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.