Banque Cantonale Vaudoise Has $314.39 Million Stake in UBS Group AG $UBS

Banque Cantonale Vaudoise trimmed its holdings in UBS Group AG (NYSE:UBS) by 0.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,738,930 shares of the bank’s stock after selling 22,062 shares during the period. UBS Group makes up 11.2% of Banque Cantonale Vaudoise’s investment portfolio, making the stock its biggest holding. Banque Cantonale Vaudoise’s holdings in UBS Group were worth $314,386,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UBS. Vanguard Group Inc. boosted its holdings in shares of UBS Group by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock worth $6,423,207,000 after acquiring an additional 1,758,287 shares during the period. Wellington Management Group LLP raised its stake in shares of UBS Group by 254.9% during the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after purchasing an additional 45,731,061 shares during the period. Fisher Asset Management LLC lifted its holdings in UBS Group by 4.7% during the 3rd quarter. Fisher Asset Management LLC now owns 61,168,437 shares of the bank’s stock worth $2,507,906,000 after purchasing an additional 2,744,348 shares in the last quarter. Capital World Investors lifted its holdings in UBS Group by 1.0% during the 3rd quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock worth $1,525,163,000 after purchasing an additional 386,264 shares in the last quarter. Finally, Pictet Asset Management Holding SA boosted its stake in UBS Group by 1.8% in the 4th quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock worth $1,676,302,000 after purchasing an additional 629,310 shares during the period.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on UBS shares. Weiss Ratings cut UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a report on Wednesday, May 13th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Finally, Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UBS Group has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: Swiss lawmakers’ debate on UBS capital rules appears to be moving toward a softer outcome, which could ease pressure on the bank’s capital requirements and improve the outlook for returns. UBS Debate in Parliament Puts Capital Bill on Track for Easing
• Positive Sentiment: Erste Group raised earnings estimates for UBS, lifting its FY2026 EPS forecast to $3.30 and FY2027 to $3.98, signaling confidence that earnings can outpace current consensus.
• Neutral Sentiment: UBS continues to be highlighted in broader market commentary as one of the major foreign banks with potential to benefit from restructuring and industry positioning, but this does not appear to be a direct new catalyst. 3 Foreign Bank Stocks to Keep an Eye on Despite Industry Headwinds
• Negative Sentiment: Reports that high-profile bankers are leaving UBS’s Middle East and wealth businesses raise concern about talent retention and competitive pressure in a key fee-generating division. UBS Group sees high-profile bankers leave as battle for top talent intensifies
• Negative Sentiment: Related coverage also says UBS is losing senior Middle East wealth bankers to rivals, reinforcing worries that competition for top talent could hurt the bank’s wealth management franchise. UBS loses senior Middle East wealth bankers to rivals amid talent war

UBS Group Trading Down 1.5%

Shares of UBS Group stock opened at $45.58 on Wednesday. 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 AG has a 1 year low of $30.36 and a 1 year high of $49.36. The firm has a market cap of $142.37 billion, a PE ratio of 16.34, a PEG ratio of 0.80 and a beta of 1.19. The company has a 50 day simple moving average of $41.17 and a two-hundred day simple moving average of $42.31.

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

About UBS Group

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.