UBS Group AG $UBS Stock Sold by Triasima Portfolio Management inc.

Triasima Portfolio Management inc. lessened its holdings in UBS Group AG (NYSE:UBS) by 12.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 135,373 shares of the bank’s stock after selling 19,076 shares during the quarter. Triasima Portfolio Management inc.’s holdings in UBS Group were worth $6,516,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Assenagon Asset Management S.A. grew its position in UBS Group by 43.4% during the third quarter. Assenagon Asset Management S.A. now owns 23,716,879 shares of the bank’s stock worth $1,144,417,000 after buying an additional 7,180,461 shares in the last quarter. Amundi raised its holdings in shares of UBS Group by 16.9% in the 1st quarter. Amundi now owns 23,294,847 shares of the bank’s stock valued at $910,130,000 after acquiring an additional 3,374,516 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of UBS Group by 7.6% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 18,850,928 shares of the bank’s stock valued at $728,340,000 after acquiring an additional 1,323,586 shares in the last quarter. Ninety One UK Ltd raised its holdings in shares of UBS Group by 4.7% in the 3rd quarter. Ninety One UK Ltd now owns 7,469,509 shares of the bank’s stock valued at $360,437,000 after acquiring an additional 336,264 shares in the last quarter. Finally, Banque Cantonale Vaudoise boosted its position in shares of UBS Group by 6.0% during the 1st quarter. Banque Cantonale Vaudoise now owns 7,141,370 shares of the bank’s stock valued at $273,109,000 after acquiring an additional 402,440 shares during the last quarter.

UBS Group Stock Up 1.3%

NYSE UBS opened at $47.78 on Friday. The stock’s 50-day simple moving average is $51.67 and its two-hundred day simple moving average is $48.92. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99. The company has a market capitalization of $149.28 billion, a price-to-earnings ratio of 16.25, a PEG ratio of 0.71 and a beta of 1.21.

UBS Group (NYSE:UBS) last issued its quarterly earnings results on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.50% and a net margin of 13.10%. The firm had revenue of $13.35 billion for the quarter, compared to the consensus estimate of $13.40 billion. During the same period last year, the firm earned $0.72 EPS. The company’s revenue for the quarter was up 13.2% on a year-over-year basis. On average, equities analysts expect that UBS Group AG will post 3.59 earnings per share for the current fiscal year.

UBS Group News Roundup

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

• Positive Sentiment: Switzerland’s top court overturned a lower-court decision involving bonuses withheld from former Credit Suisse bankers after UBS’s takeover. The ruling supports UBS and the government’s position, potentially limiting compensation-related liabilities from the integration. Credit Suisse bankers denied bonuses stripped after UBS takeover
• Neutral Sentiment: UBS is reportedly considering options including moving its headquarters outside Switzerland or merging with another bank if proposed capital rules become more demanding. The comments highlight UBS’s efforts to manage regulatory costs, but the potential relocation or merger also introduces substantial execution and political uncertainty. UBS mulls options including shifting headquarters, merger with another bank
• Neutral Sentiment: UBS extended its forecast for the Federal Reserve’s tightening cycle and now expects a March rate increase following an inflation surprise. The view could affect market expectations for rates, funding costs and trading conditions, but it is a macroeconomic forecast rather than a change to UBS’s own operations. UBS extends Fed tightening cycle forecast
• Neutral Sentiment: Glencore repurchased and canceled 2.64 million shares from UBS in an off-market transaction. The deal appears to be routine execution of a client share buyback rather than a material earnings catalyst for UBS. Glencore cancels shares in ongoing buyback from UBS
• Negative Sentiment: BNP Paribas hired dealmakers from Santander and UBS to expand its U.K. mergers-and-acquisitions advisory team. The departures could modestly increase competitive pressure and raise concerns about retaining UBS investment-banking talent. BNP Paribas hires UBS dealmakers
• Negative Sentiment: Erste Group Bank made marginal cuts to its UBS earnings forecasts, lowering estimates to $3.66 per share for fiscal 2026 and $4.29 for fiscal 2027. Although both remain above the broader current-year consensus of $3.59, the revisions signal slightly softer expectations.

Wall Street Analyst Weigh In

UBS has been the subject of a number of research analyst reports. Citigroup reiterated a “neutral” rating on shares of UBS Group in a research report on Monday, July 20th. Bank of America restated a “buy” rating on shares of UBS Group in a research report on Tuesday, September 1st. Royal Bank Of Canada reaffirmed a “buy” rating on shares of UBS Group in a research note on Monday, September 28th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of UBS Group in a research note on Wednesday, September 23rd. Finally, Wall Street Zen lowered shares of UBS Group from a “buy” rating to a “hold” rating in a research report on Sunday, July 26th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $60.30.

About UBS Group

UBS Group AG (NYSE:UBS) is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.