UBS Group AG $UBS Position Lifted by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR increased its stake in UBS Group AG (NYSE:UBS - Free Report) by 6.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,480,242 shares of the bank's stock after buying an additional 142,490 shares during the period. UBS Group accounts for about 2.3% of Generali Asset Management SPA SGR's portfolio, making the stock its 6th largest position. Generali Asset Management SPA SGR owned 0.08% of UBS Group worth $114,860,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in UBS. AQR Capital Management LLC increased its stake in UBS Group by 73.9% in the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank's stock worth $1,927,000 after buying an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in UBS Group by 18.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank's stock worth $137,000 after acquiring an additional 708 shares in the last quarter. NewEdge Advisors LLC grew its holdings in UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank's stock worth $1,279,000 after acquiring an additional 1,267 shares in the last quarter. Focus Partners Wealth grew its holdings in UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank's stock worth $432,000 after acquiring an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in UBS Group by 62.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank's stock worth $46,000 after acquiring an additional 573 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Royal Bank Of Canada reiterated an "outperform" rating on shares of UBS Group in a report on Thursday. The Goldman Sachs Group reiterated a "neutral" rating on shares of UBS Group in a report on Friday, February 6th. Barclays upgraded shares of UBS Group from an "underweight" rating to an "equal weight" rating in a report on Monday, April 20th. Citigroup reiterated a "neutral" rating on shares of UBS Group in a report on Thursday, April 23rd. Finally, Weiss Ratings cut shares of UBS Group from a "buy (b+)" rating to a "buy (b)" rating in a report on Monday. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, UBS Group has a consensus rating of "Hold" and an average target price of $60.30.

UBS Group Stock Down 1.7%

NYSE:UBS opened at $44.44 on Friday. UBS Group AG has a fifty-two week low of $30.36 and a fifty-two week high of $49.36. The stock has a market capitalization of $138.82 billion, a P/E ratio of 15.93, a P/E/G ratio of 0.85 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. The company's 50-day simple moving average is $40.33 and its 200-day simple moving average is $41.90.

UBS Group (NYSE:UBS - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, beating analysts' consensus estimates of $0.85 by $0.09. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The business had revenue of $13.64 billion for the quarter, compared to analysts' expectations of $13.16 billion. On average, equities analysts anticipate that UBS Group AG will post 3.21 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: UBS beat expectations for Q1 and received favorable analyst commentary, supporting the firm's growth narrative and underwriting the upgrade momentum. Article Title
• Positive Sentiment: CEO Sergio Ermotti flagged U.S. acquisitions as an option for growth — a strategic signal that the bank may pursue M&A to scale its U.S. wealth/asset business, which could lift revenue over time if executed prudently. Article Title
• Positive Sentiment: UBS named Rick Penafiel market executive for South Florida, reflecting targeted wealth-management expansion in a high-net-worth market — a small but constructive hiring showing continued network growth. Article Title
• Neutral Sentiment: Earnings coverage (e.g., Yahoo Finance) highlights Q1 EPS growth and underlying results — useful confirmation of fundamentals but already partly reflected in recent analyst price targets and sentiment. Article Title
• Negative Sentiment: Monaco fined UBS €6 million over repeated anti-money‑laundering failures — a reputational and compliance hit that raises near-term regulatory risk and potential future remediation costs. Article Title
• Negative Sentiment: Several UBS advisors recently moved to LPL (Paxara Wealth Partners), signaling client/advisor attrition risk in wealth management — such departures can pressure AUM and fee income if they become a broader trend. Article Title

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.

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