UBS Group AG $UBS Shares Purchased by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC lifted its stake in shares of UBS Group AG (NYSE:UBS) by 11.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 166,156 shares of the bank’s stock after acquiring an additional 17,303 shares during the period. Elevation Point Wealth Partners LLC’s holdings in UBS Group were worth $6,492,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UBS. Vanguard Group Inc. grew its stake in shares of UBS Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock valued at $6,423,207,000 after buying an additional 1,758,287 shares during the period. Norges Bank purchased a new stake in shares of UBS Group during the 4th quarter valued at about $4,889,413,000. Fisher Asset Management LLC lifted its position in UBS Group by 4.8% during the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock worth $2,968,807,000 after acquiring an additional 2,938,827 shares in the last quarter. Wellington Management Group LLP lifted its position in UBS Group by 254.9% during the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after acquiring an additional 45,731,061 shares in the last quarter. Finally, Capital World Investors boosted its holdings in UBS Group by 1.0% in the 3rd quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock worth $1,525,163,000 after acquiring an additional 386,264 shares during the period.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS’s research arm highlighted a major shift in AI spending, saying value creation in AI infrastructure could soar far faster than in big-tech hyperscalers. That reinforces UBS’s reputation as a strong market strategist and may lift sentiment around its research franchise. Article Title
• Positive Sentiment: UBS is reportedly moving toward a fuller-service U.S. banking model for affluent clients, including plans to expand everyday banking services. That could deepen relationships with wealthy customers and support the firm’s wealth-management growth strategy. Article Title
• Positive Sentiment: The Swiss National Bank said UBS appears well capitalized, which is reassuring as the bank faces the prospect of tighter capital rules. That should reduce near-term concern about balance-sheet resilience. Article Title
• Neutral Sentiment: UBS also published a real-estate outlook referenced by other analysts, but the article did not include a clear direct implication for UBS shares. Article Title
• Neutral Sentiment: Separate UBS notes on oil prices showed the bank adjusting commodity forecasts as supply conditions improved, but this is more relevant to UBS research than to the bank’s core earnings outlook. Article Title
• Negative Sentiment: One Reuters report noted UBS is well capitalized now, but that it still faces tougher capital requirements. Any increase in regulatory capital needs could pressure returns and limit capital flexibility. Article Title

Analysts Set New Price Targets

UBS has been the topic of a number of recent research reports. Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a report on Monday. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Thursday. Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $60.30.

UBS Group Stock Performance

Shares of NYSE UBS opened at $51.00 on Friday. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The firm’s 50-day moving average price is $47.19 and its two-hundred day moving average price is $44.55. UBS Group AG has a 52-week low of $34.07 and a 52-week high of $51.69. The stock has a market capitalization of $159.33 billion, a P/E ratio of 18.28, a P/E/G ratio of 0.85 and a beta of 1.19.

UBS Group (NYSE:UBS) last announced its quarterly 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. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. As a group, sell-side analysts forecast that UBS Group AG will post 3.35 earnings per share for the current year.

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.