UBS Group AG $UBS Stock Position Increased by Arrowstreet Capital Limited Partnership

Key Points

• Arrowstreet Capital increased its UBS stake by 3.7% in Q3, buying 695,796 shares to hold 19,434,955 shares (about 0.61% of the company) valued at roughly $794.5 million.
• UBS beat quarterly expectations on Feb. 4 with EPS of $0.37 versus $0.25 expected and revenue of $12.20 billion versus $9.88 billion expected, with revenue up 10.3% year-over-year.
• UBS declared a special dividend of $0.55 per share payable April 23 (record/ex-div date April 22), and analysts maintain a consensus "Moderate Buy" with an average price target of $60.30.

Arrowstreet Capital Limited Partnership boosted its position in shares of UBS Group AG (NYSE:UBS - Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,434,955 shares of the bank's stock after buying an additional 695,796 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.61% of UBS Group worth $794,541,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Public Sector Pension Investment Board lifted its stake in UBS Group by 3.7% during the third quarter. Public Sector Pension Investment Board now owns 2,742,259 shares of the bank's stock valued at $112,048,000 after purchasing an additional 97,509 shares during the last quarter. Lingohr Asset Management GmbH grew its position in UBS Group by 1,198.4% in the third quarter. Lingohr Asset Management GmbH now owns 258,115 shares of the bank's stock worth $10,559,000 after buying an additional 238,235 shares during the last quarter. Allianz Asset Management GmbH grew its position in UBS Group by 6.4% in the third quarter. Allianz Asset Management GmbH now owns 4,439,632 shares of the bank's stock worth $181,409,000 after buying an additional 265,475 shares during the last quarter. Permanent Capital Management LP bought a new position in shares of UBS Group in the third quarter valued at $2,842,000. Finally, Massachusetts Financial Services Co. MA lifted its position in shares of UBS Group by 21.0% during the 3rd 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 during the last quarter.

UBS Group Stock Performance

Shares of UBS Group stock opened at $37.46 on Friday. UBS Group AG has a 12 month low of $25.75 and a 12 month high of $49.36. The company has a quick ratio of 1.03, a current ratio of 1.19 and a debt-to-equity ratio of 3.63. The stock has a market cap of $117.03 billion, a PE ratio of 15.87, a price-to-earnings-growth ratio of 0.38 and a beta of 1.14. The business has a fifty day simple moving average of $44.27 and a 200-day simple moving average of $41.90.

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

UBS Group Announces Dividend

The business also recently declared a special dividend, which will be paid on Thursday, April 23rd. Investors of record on Wednesday, April 22nd will be issued a dividend of $0.55 per share. The ex-dividend date is Wednesday, April 22nd.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. The Goldman Sachs Group reissued a "neutral" rating on shares of UBS Group in a research note on Friday, February 6th. Zacks Research downgraded UBS Group from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 15th. Citigroup reiterated a "neutral" rating on shares of UBS Group in a research report on Thursday, January 22nd. Bank of America raised UBS Group from a "neutral" rating to a "buy" rating and lifted their price target for the stock from $44.00 to $60.30 in a research note on Tuesday, December 16th. Finally, Morgan Stanley restated an "underweight" rating on shares of UBS Group in a report on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, UBS Group presently has a consensus rating of "Moderate Buy" and an average price target of $60.30.

More UBS Group News

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

• Positive Sentiment: Management hires and an internal reorganisation are pushing UBS toward its revenue goals, according to reporting that says the bank is in a “final stretch” after targeted recruiting and structural changes — a signal that revenue growth and efficiency improvements may be forthcoming. UBS on final stretch to revenue goal after hires and reorganisation
• Neutral Sentiment: UBS research continues to move markets and reflects the strength of its investment banking/research franchise — the bank’s analysts have been active raising price targets and issuing coverage (examples include notes on Rivian, NextEra and Ardagh Metal Packaging), which supports fee generation but has limited immediate impact on the share price. Rivian Is About to Challenge Tesla Where It Hurts Most (UBS)
• Neutral Sentiment: UBS-hosted events and research distribution (e.g., conferences and sector notes) keep the bank centrally placed in corporate access and advisory flows — items like the UBS Global Consumer & Retail Conference and the Global Entrepreneur Report raise the bank’s profile but are background revenue drivers rather than immediate catalysts. Molson Coors Presents at UBS Conference
• Negative Sentiment: UBS faces renewed legal pressure in New York over its historical handling of Nazi-era accounts; a court hearing could increase litigation risk, reputational damage and potential remediation costs. This is a meaningful near-term headline risk for a bank already sensitive to trust and regulatory scrutiny. Swiss Bank’s Nazi Rat Line Triggers UBS Court Hearing in NY (1)
• Negative Sentiment: Financial Times coverage flags potential problems with UBS’s new private equity deal pipeline, suggesting legacy issues and deal-structuring risks may complicate returns and tie up capital — a strategic concern that could weigh on investor sentiment about growth and risk-taking. UBS’s new private equity deals confront an old problem

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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