UBS Group AG $UBS Shares Bought by Compagnie Lombard Odier SCmA

Key Points

• UBS beat Q4 estimates, reporting $0.37 EPS vs. $0.25 expected and $12.2B revenue (up 10.3% YoY), and announced a special dividend of $0.55 per share payable April 23.
• Compagnie Lombard Odier increased its UBS stake by 3% to 5.38M shares (about $251.1M), and other large managers including Vanguard, MFS, Wellington and Fisher also materially raised holdings.
• Shares were supported by a signal of softer Swiss bank capital requirements and CEO Sergio Ermotti’s commitment to stay through at least April 2027; analysts’ consensus is a "Moderate Buy" with a $60.30 price target.

Compagnie Lombard Odier SCmA lifted its position in shares of UBS Group AG (NYSE:UBS - Free Report) by 3.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,382,437 shares of the bank's stock after acquiring an additional 158,770 shares during the period. UBS Group accounts for 2.7% of Compagnie Lombard Odier SCmA's portfolio, making the stock its 10th biggest holding. Compagnie Lombard Odier SCmA owned about 0.17% of UBS Group worth $251,104,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of UBS. Vanguard Group Inc. boosted its stake in UBS Group by 1.5% during the 3rd quarter. Vanguard Group Inc. now owns 137,347,438 shares of the bank's stock valued at $5,646,903,000 after purchasing an additional 1,990,426 shares during the period. Massachusetts Financial Services Co. MA increased 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 purchasing an additional 13,417,945 shares during the period. Wellington Management Group LLP increased its stake in shares of UBS Group by 254.9% in the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank's stock valued at $2,601,589,000 after purchasing an additional 45,731,061 shares during the period. Fisher Asset Management LLC raised its holdings in shares of UBS Group by 4.7% during the third quarter. Fisher Asset Management LLC now owns 61,168,437 shares of the bank's stock valued at $2,507,906,000 after buying an additional 2,744,348 shares during the last quarter. Finally, Cevian Capital II GP LTD raised its holdings in shares of UBS Group by 9.9% during the second quarter. Cevian Capital II GP LTD now owns 48,117,675 shares of the bank's stock valued at $1,627,340,000 after buying an additional 4,330,274 shares during the last quarter.

UBS Group Price Performance

Shares of NYSE:UBS opened at $39.76 on Thursday. The stock has a market cap of $124.22 billion, a price-to-earnings ratio of 16.85, a PEG ratio of 0.74 and a beta of 1.16. 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 $25.75 and a 12 month high of $49.36. The stock's 50 day moving average price is $41.51 and its 200 day moving average price is $41.64.

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

UBS Group Dividend Announcement

The company also recently announced a special dividend, which will be paid on Thursday, April 23rd. Investors 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.

Analyst Ratings Changes

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

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

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.

Want to see what other hedge funds are holding UBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UBS Group AG (NYSE:UBS - Free Report).

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.