UBS Group AG $UBS Shares Acquired by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC lifted its position in shares of UBS Group AG (NYSE:UBS) by 335.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 21,556 shares of the bank’s stock after acquiring an additional 16,605 shares during the period. Kestra Private Wealth Services LLC’s holdings in UBS Group were worth $998,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. Flagship Wealth Advisors LLC acquired a new position in UBS Group in the 3rd quarter worth approximately $29,000. Larson Financial Group LLC raised its stake in UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after purchasing an additional 445 shares during the period. JPL Wealth Management LLC purchased a new stake in shares of UBS Group in the third quarter valued at $37,000. Salomon & Ludwin LLC boosted its position in shares of UBS Group by 2,566.7% in the third quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after buying an additional 1,078 shares during the period. Finally, Mather Group LLC. acquired a new stake in shares of UBS Group in the third quarter worth $46,000.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Zacks Research lowered UBS Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 15th. Weiss Ratings raised UBS Group from a “buy (b)” rating to a “buy (b+)” rating in a research report on Tuesday, April 21st. Finally, Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Stock Down 0.6%

UBS Group stock opened at $43.65 on Friday. The firm has a market cap of $136.35 billion, a price-to-earnings ratio of 15.64, a P/E/G ratio of 0.82 and a beta of 1.19. The firm has a fifty day moving average price of $40.15 and a two-hundred day moving average price of $41.76. 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 debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.85 by $0.09. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. As a group, analysts forecast that UBS Group AG will post 3.21 earnings per share for the current year.

UBS Group Dividend Announcement

The firm also recently disclosed a special dividend, which was paid on Thursday, April 23rd. Stockholders of record on Wednesday, April 22nd were issued a dividend of $0.55 per share. The ex-dividend date of this dividend was Wednesday, April 22nd. UBS Group’s dividend payout ratio (DPR) is presently 12.90%.

UBS Group News Summary

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

• Positive Sentiment: UBS reported a strong Q1 with broad‑based profit growth and revenue that beat expectations, underpinning earnings upside and supporting valuation. UBS Q1 profit soars
• Positive Sentiment: Analyst revisions lifted FY2026–FY2027 EPS forecasts (Erste Group nudged estimates higher), which can support share multiple if results persist. (Market research note summarized in coverage.)
• Positive Sentiment: Wealth‑management momentum: multiple UBS advisor teams were named to Forbes’ Best‑in‑State lists and the firm added a senior financial advisor in Boulder — positive signals for client retention and fee income stability. Forbes recognition UBS hire
• Neutral Sentiment: Regulatory/filing updates: UBS AG filed updates on capitalization and its debt profile — important for credit markets and investor transparency but not immediately market‑moving absent new capital actions. SEC filing
• Neutral Sentiment: UBS has exited substantial‑holder positions in several small Australian mining names; these portfolio moves are routine for institutional holders and unlikely to affect UBS’s core fundamentals. Lindian Resources notice Vault Minerals notice
• Negative Sentiment: UBS CEO warned investors about over‑confidence on Iran risk — management caution on geopolitics can knock sentiment and increase perceived risk premiums for the bank. Ermotti warns on Iran
• Negative Sentiment: UBS reports that some wealthy clients are cooling on private credit — a drag on alternative‑asset demand and related fee income for UBS’s wealth and asset management businesses. Private credit demand

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.