Fisher Asset Management LLC Increases Stake in UBS Group AG $UBS

Fisher Asset Management LLC grew its stake in UBS Group AG (NYSE:UBS) by 4.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 64,107,264 shares of the bank’s stock after buying an additional 2,938,827 shares during the quarter. UBS Group accounts for approximately 1.0% of Fisher Asset Management LLC’s portfolio, making the stock its 27th biggest position. Fisher Asset Management LLC’s holdings in UBS Group were worth $2,968,807,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Navalign LLC purchased a new position in shares of UBS Group in the 4th quarter valued at about $32,000. Larson Financial Group LLC boosted its stake in shares of UBS Group by 118.4% in the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after buying an additional 445 shares during the period. JPL Wealth Management LLC purchased a new position in shares of UBS Group in the 3rd quarter valued at about $37,000. Cornerstone Planning Group LLC boosted its stake in shares of UBS Group by 1,013.8% in the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank’s stock valued at $46,000 after buying an additional 882 shares during the period. Finally, Geneos Wealth Management Inc. boosted its stake in shares of UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after buying an additional 573 shares during the period.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. The Goldman Sachs Group reiterated a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Barclays upgraded UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Finally, Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group News Summary

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

• Positive Sentiment: Deutsche Bank raised its price target on UBS Group AG and kept a Buy rating, signaling continued analyst confidence in the bank’s earnings power and valuation. Deutsche Bank Raises PT on UBS Group (UBS), Keeps a Buy Rating
• Positive Sentiment: UBS Global Wealth Management lifted its S&P 500 target to 7,900, citing AI infrastructure spending and resilient consumer demand, reinforcing a constructive outlook from the firm’s own strategists. UBS Boosts S&P 500 Forecast to 7,900 on AI Infrastructure and Consumer Resilience
• Positive Sentiment: UBS analysts also highlighted ASML as the best bet among European chip stocks, which supports the bank’s reputation for strong market calls and may reflect positively on UBS’s research franchise. Why UBS Says ASML Is the Best Bet Among European Chip Stocks
• Neutral Sentiment: UBS disclosed a 2.87% voting stake in Qiagen, and Qiagen separately said the regulator notified it of UBS’s 3.15% stake. This is a routine holdings disclosure with limited direct impact on UBS shares. UBS Group Discloses 2.87% Voting Stake in Qiagen
• Negative Sentiment: Reuters reported that Switzerland’s finance minister said stricter capital rules are needed to protect taxpayers from another bailout risk, keeping regulatory pressure on UBS in focus. UBS capital rules needed to shield Swiss taxpayers, finance minister says
• Negative Sentiment: UBS also drew attention for hitting back at a Nazi-accounts probe amid Senate pressure, adding another legal/reputational overhang for investors to watch. UBS Hits Back Over Nazi-Accounts Probe Amid Senate Pressure

UBS Group Price Performance

UBS stock opened at $46.94 on Monday. The business has a 50 day moving average price of $41.68 and a 200 day moving average price of $42.51. The stock has a market cap of $146.62 billion, a price-to-earnings ratio of 16.82, a PEG ratio of 0.81 and a beta of 1.19. UBS Group AG has a fifty-two week low of $30.36 and a fifty-two week high of $49.36. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.09. The firm had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. Equities research analysts anticipate that UBS Group AG will post 3.25 earnings per share for the current fiscal year.

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.