Levin Capital Strategies L.P. Sells 39,816 Shares of UBS Group AG $UBS

Key Points

• Levin Capital Strategies L.P. sold 39,816 shares of UBS Group, trimming its position by 5.7% to 658,920 shares worth about $30.52 million, making UBS roughly 2.6% of the firm's holdings and its ninth-largest position.
• UBS reported a strong quarter—$3.0bn net profit with beats on EPS and revenue and said it remains on track with the Credit Suisse integration, while also paying a special dividend of $0.55 on April 23.
• Several large institutions materially increased stakes (notably Wellington, MFS, Viking and Bank of Montreal), even as analyst coverage remains mixed with a MarketBeat consensus of "Hold" and a $60.30 target price.

Levin Capital Strategies L.P. trimmed its position in shares of UBS Group AG (NYSE:UBS - Free Report) by 5.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 658,920 shares of the bank's stock after selling 39,816 shares during the period. UBS Group makes up about 2.6% of Levin Capital Strategies L.P.'s holdings, making the stock its 9th largest holding. Levin Capital Strategies L.P.'s holdings in UBS Group were worth $30,515,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in UBS. Wellington Management Group LLP lifted its stake in UBS Group by 254.9% during the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank's stock worth $2,601,589,000 after purchasing an additional 45,731,061 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of UBS Group by 21.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 77,353,590 shares of the bank's stock valued at $3,171,497,000 after acquiring an additional 13,417,945 shares in the last quarter. Viking Global Investors LP raised its stake in shares of UBS Group by 407.5% in the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank's stock valued at $534,852,000 after acquiring an additional 10,516,148 shares in the last quarter. Ninety One UK Ltd acquired a new stake in shares of UBS Group in the fourth quarter valued at $411,917,000. Finally, Bank of Montreal Can raised its stake in shares of UBS Group by 248.7% in the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank's stock valued at $380,782,000 after acquiring an additional 6,650,862 shares in the last quarter.

More UBS Group News

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

• Positive Sentiment: Q1 results beat expectations — UBS reported a robust Q1 with $3.0bn net profit, strong trading and investment-banking revenues, and confirmation it’s on track with Credit Suisse integration; this underpins higher earnings visibility and buyback/capital-return expectations. UBS reports USD 3.0bn net profit (press release)
• Positive Sentiment: Analyst upgrades / estimate lifts — Erste Group nudged FY2026/FY2027 EPS estimates slightly higher (FY27 to $3.91), and Bank of America reiterated a Buy on UBS citing strong Q1 capital and synergies, supporting investor confidence in earnings momentum. (Analyst research releases)
• Positive Sentiment: Integration milestone & capital returns — UBS highlighted completion of key client account transfers and reiterated it remains on track to deliver 2026 financial targets and capital returns, which boosts the buyback/dividend thesis for investors. Integration milestone announcement
• Neutral Sentiment: Pillar 3 / regulatory disclosures published — UBS released its March 31 Pillar 3 report detailing the capital impact of Swiss regulatory changes; useful for assessing CET1 sensitivity but not an immediate earnings driver. Pillar 3 report
• Neutral Sentiment: Research activity & price-target moves — UBS research teams raised/adjusted price targets on several unrelated stocks (e.g., Freeport, Booking, Digital Realty), indicating ongoing brokerage activity but only indirect impact on UBS’s own stock. UBS research price-target moves
• Negative Sentiment: Swiss regulatory pressure — UBS expects to hold materially more CET1 capital under proposed Swiss rules (reported ~$22bn), a potential drag on ROE and future distributions unless offset by earnings or balance-sheet actions. Coverage of CET1 requirement
• Negative Sentiment: Regulatory/political tension in Switzerland — Lawmakers express concern UBS could influence debates on banking rules, creating political/regulatory uncertainty that could affect rule-making and investor sentiment. Reuters: Swiss lawmakers fear UBS pressure
• Negative Sentiment: Geopolitical caution & client behaviour — CEO Sergio Ermotti warned investors about complacency on Iran-driven volatility, and UBS noted some wealthy clients are cooling on private credit — both signals of potential revenue volatility in markets and wealth management. Bloomberg: Ermotti warns investors WealthManagement: clients cool on private credit

Analyst Upgrades and Downgrades

UBS has been the topic of several analyst reports. Citigroup reiterated a "neutral" rating on shares of UBS Group in a research note on Thursday, April 23rd. Morgan Stanley reiterated an "underweight" rating on shares of UBS Group in a research note on Thursday, April 23rd. Zacks Research cut UBS Group from a "strong-buy" rating to a "hold" rating in a research note on Thursday, January 15th. Barclays upgraded UBS Group from an "underweight" rating to an "equal weight" rating in a research note on Monday, April 20th. Finally, Weiss Ratings upgraded UBS Group from a "buy (b)" rating to a "buy (b+)" rating in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UBS Group currently has a consensus rating of "Hold" and a consensus target price of $60.30.

UBS Group Stock Performance

NYSE:UBS opened at $42.72 on Thursday. The firm has a market capitalization of $133.44 billion, a PE ratio of 18.10, a price-to-earnings-growth ratio of 0.80 and a beta of 1.16. The business's fifty day moving average price is $40.12 and its 200 day moving average price is $41.74. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.19 and a quick ratio of 1.19. UBS Group AG has a 12 month low of $29.73 and a 12 month high of $49.36.

UBS Group (NYSE:UBS - Get Free Report) last posted its earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating the consensus estimate of $0.85 by $0.09. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.28 billion. UBS Group had a return on equity of 8.68% and a net margin of 10.88%. On average, sell-side analysts anticipate that UBS Group AG will post 3.21 earnings per share for the current fiscal year.

UBS Group Announces Dividend

The firm also recently announced a special dividend, which was paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd were issued a $0.55 dividend. The ex-dividend date of this dividend was Wednesday, April 22nd. UBS Group's dividend payout ratio is 14.83%.

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.

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.