UBS Group AG $UBS Position Lifted by Banque Pictet & Cie SA

Key Points

• Banque Pictet & Cie SA increased its position in UBS by 16.6% in Q4 to 1,519,854 shares (worth about $70.9 million), making UBS roughly 0.4% of its portfolio and its 26th largest holding.
• Swiss lawmakers signalled softer bank capital requirements, easing an estimated ~$22 billion capital overhang and driving a rally in UBS shares by improving the bank’s return prospects.
• UBS beat Q4 expectations (EPS $0.37 vs. $0.25 est., revenue $12.2B vs. $9.88B est.) and announced a $0.55 special dividend payable April 23, supporting shareholder returns.

Banque Pictet & Cie SA grew its stake in shares of UBS Group AG (NYSE:UBS - Free Report) by 16.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,519,854 shares of the bank's stock after acquiring an additional 216,866 shares during the period. UBS Group comprises approximately 0.4% of Banque Pictet & Cie SA's holdings, making the stock its 26th biggest position. Banque Pictet & Cie SA's holdings in UBS Group were worth $70,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Flagship Wealth Advisors LLC acquired a new stake in shares of UBS Group in the 3rd quarter valued at about $29,000. Twin Peaks Wealth Advisors LLC acquired a new position in UBS Group in the second quarter worth about $33,000. Larson Financial Group LLC increased its holdings in UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank's stock valued at $34,000 after buying an additional 445 shares during the last quarter. Private Trust Co. NA increased its holdings in UBS Group by 75.2% in the third quarter. Private Trust Co. NA now owns 853 shares of the bank's stock valued at $35,000 after buying an additional 366 shares during the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in UBS Group during the third quarter valued at approximately $37,000.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Swiss lawmakers signalled softer bank capital requirements, easing an earlier ~$22B capital overhang concern and improving UBS’s return prospects; that policy signal is the primary reason for the rally in UBS shares. UBS Stock Rallies on Softer Swiss Capital Rules
• Positive Sentiment: CEO Sergio Ermotti publicly committed to stay in his role until at least April 2027, reducing executive uncertainty and supporting continuity in strategy — a reassurance for investors focused on leadership and execution. UBS CEO Vows to Stay
• Neutral Sentiment: UBS-related institutional activity: a QuiverQuant report notes UBS Group AG trimmed a small position in STAK Inc in Q4 2025 — a routine asset-management move that is unlikely to materially affect UBS’s stock. STAK Short Interest & Hedge Fund Activity
• Neutral Sentiment: UBS published analyst-themed content (top tech picks) and reiterated/adjusted coverage on various names — these reflect UBS’s investment-banking/wealth-management activity but are not direct drivers of UBS share moves. UBS Analysts' Tech Picks
• Negative Sentiment: UBS disclosed final results of March 2026 debt rescission offers with minimal uptake — that may leave a modest remaining liability/resolution overhang for certain ETN holders and could be viewed as a slight negative by some investors monitoring liability cleanup. UBS Discloses Final Results of Debt Rescission Offers

Analyst Ratings Changes

UBS has been the subject of several research reports. Citigroup reiterated a "neutral" rating on shares of UBS Group in a research report on Thursday, January 22nd. The Goldman Sachs Group reissued a "neutral" rating on shares of UBS Group in a research report on Friday, February 6th. Bank of America raised shares of UBS Group from a "neutral" rating to a "buy" rating and lifted their price objective for the stock from $44.00 to $60.30 in a report on Tuesday, December 16th. Weiss Ratings reiterated a "buy (b)" rating on shares of UBS Group in a research note on Wednesday, January 21st. Finally, Zacks Research cut shares of UBS Group from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $60.30.

UBS Group Stock Performance

UBS stock opened at $39.76 on Thursday. The company has a debt-to-equity ratio of 3.63, a quick ratio of 1.19 and a current ratio of 1.19. The stock has a market capitalization of $124.22 billion, a price-to-earnings ratio of 16.85, a PEG ratio of 0.74 and a beta of 1.16. UBS Group AG has a 1 year low of $25.75 and a 1 year high of $49.36. The stock's fifty day moving average is $41.51 and its two-hundred day moving average is $41.64.

UBS Group (NYSE:UBS - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The bank reported $0.37 EPS for the quarter, topping the consensus estimate of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The business had revenue of $12.20 billion during the quarter, compared to analyst estimates of $9.88 billion. During the same quarter in the prior year, the firm earned $0.23 earnings per share. The company's quarterly revenue was up 10.3% on a year-over-year basis. On average, research analysts predict that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Announces Dividend

The company also recently announced a special dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Wednesday, April 22nd will be paid a dividend of $0.55 per share. The ex-dividend date of this dividend is Wednesday, April 22nd.

UBS Group 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.

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