1,170,000 Shares of UBS Group AG $UBS Acquired by Crocodile Capital Partners GmbH

Key Points

• Crocodile Capital Partners GmbH acquired 1.17 million UBS shares worth approximately $56.3 million, making UBS its largest holding and representing 35.2% of its portfolio.
• Analyst sentiment is mixed: UBS has an average “Hold” rating and a consensus price target of $60.30, with ratings ranging from Strong Buy to Sell.
• UBS shares opened at $47.09, down 0.7%, while its latest quarterly results slightly missed estimates despite 13.2% year-over-year revenue growth.

Crocodile Capital Partners GmbH purchased a new position in shares of UBS Group AG (NYSE:UBS - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,170,000 shares of the bank's stock, valued at approximately $56,300,000. UBS Group comprises approximately 35.2% of Crocodile Capital Partners GmbH's investment portfolio, making the stock its biggest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UBS. Whipplewood Advisors LLC bought a new position in UBS Group in the 1st quarter valued at $25,000. Coppell Advisory Solutions LLC bought a new position in shares of UBS Group during the 2nd quarter valued at approximately $25,000. MidFirst Bank bought a new position in shares of UBS Group during the 4th quarter valued at approximately $30,000. Robinswood Financial LLC bought a new stake in shares of UBS Group in the 1st quarter worth approximately $31,000. Finally, First Bancorp Inc ME bought a new stake in shares of UBS Group in the 2nd quarter worth approximately $32,000.

Wall Street Analyst Weigh In

Several brokerages have weighed in on UBS. Weiss Ratings reissued a "buy (b)" rating on shares of UBS Group in a report on Friday, July 31st. Royal Bank Of Canada restated an "outperform" rating on shares of UBS Group in a research note on Wednesday, August 5th. Citigroup reiterated a "neutral" rating on shares of UBS Group in a research note on Monday, July 20th. Morgan Stanley reissued an "underweight" rating on shares of UBS Group in a report on Wednesday, September 2nd. Finally, Wall Street Zen downgraded shares of UBS Group from a "buy" rating to a "hold" rating in a report on Sunday, July 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, UBS Group currently has an average rating of "Hold" and an average price target of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: Fund-administration deal supports simplification: UBS is transferring former Credit Suisse fund-administration businesses to Northern Trust, deepening their existing partnership. The move may reduce operational complexity and allow UBS to focus resources on higher-priority wealth-management and banking activities. UBS to Transfer Fund Administration Businesses to Northern Trust
• Neutral Sentiment: Stake disclosure at Azelis: UBS reported that its indirect interest in Azelis Group N.V. rose above the 3% transparency threshold. This is a regulatory ownership disclosure and does not indicate a significant change to UBS’s core earnings outlook. UBS lifts Azelis stake above 3% transparency threshold
• Neutral Sentiment: Other portfolio changes are routine: UBS exited its substantial shareholder position in IDP Education and withdrew as a substantial shareholder in Elsight. These transactions may reflect portfolio management rather than a shift in UBS’s operating strategy. UBS exits substantial shareholding in IDP Education
• Neutral Sentiment: Wealth-management visibility: UBS’s Art Basel survey highlights strong art-collecting activity among high-net-worth Gen Z investors. The report reinforces UBS’s wealth-management brand and exposure to affluent clients, but it is unlikely to have an immediate effect on earnings. The Art Basel and UBS Survey of Global Collecting 2026

UBS Group Stock Down 0.7%

Shares of UBS opened at $47.09 on Friday. The business's 50-day moving average price is $52.21 and its 200-day moving average price is $48.55. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99. The stock has a market cap of $147.09 billion, a PE ratio of 16.02, a P/E/G ratio of 0.71 and a beta of 1.21.

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

UBS Group Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.