UBS Group AG $UBS Position Cut by Levin Capital Strategies L.P.

Levin Capital Strategies L.P. reduced its holdings in UBS Group AG (NYSE:UBS) by 3.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 633,487 shares of the bank’s stock after selling 25,433 shares during the quarter. UBS Group accounts for 1.9% of Levin Capital Strategies L.P.’s portfolio, making the stock its 13th largest position. Levin Capital Strategies L.P.’s holdings in UBS Group were worth $24,750,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in UBS. Vanguard Group Inc. boosted its position in UBS Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock worth $6,423,207,000 after acquiring an additional 1,758,287 shares during the period. Norges Bank acquired a new position in shares of UBS Group during the fourth quarter valued at $4,889,413,000. Fisher Asset Management LLC raised its stake in shares of UBS Group by 4.8% during the fourth quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock valued at $2,968,807,000 after purchasing an additional 2,938,827 shares in the last quarter. Pictet Asset Management Holding SA raised its stake in shares of UBS Group by 1.8% during the fourth quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock valued at $1,676,302,000 after purchasing an additional 629,310 shares in the last quarter. Finally, Deutsche Bank AG lifted its holdings in UBS Group by 19.1% in the fourth quarter. Deutsche Bank AG now owns 29,605,781 shares of the bank’s stock worth $1,371,044,000 after purchasing an additional 4,744,982 shares during the period.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, July 2nd. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. Wall Street Zen upgraded shares of UBS Group from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, UBS Group currently has a consensus rating of “Hold” and a consensus target price of $60.30.

Key UBS Group News

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

• Positive Sentiment: UBS highlighted its upcoming second-quarter 2026 results presentation, which can keep investors focused on execution, capital returns, and any guidance update. Investor Relations Invitation: Presentation of UBS’s second quarter 2026 results
• Positive Sentiment: UBS’s research coverage remained in the spotlight after analyst Timothy Arcuri’s bullish Micron call helped drive attention to UBS’s market insight and analyst franchise. Micron (MU) Could Buy Back Over 40% of Its Stock by 2028, Says 5-Star Analyst Timothy Arcuri
• Neutral Sentiment: UBS disclosed a 3.11% indirect stake in Qiagen, a routine ownership filing that is unlikely by itself to materially affect UBS’s shares. UBS Discloses 3.11% Indirect Stake in Qiagen
• Neutral Sentiment: UBS trimmed its substantial stake in The a2 Milk Company to 5.48%, another disclosure that looks more like portfolio repositioning than a direct operating driver for UBS. UBS trims substantial stake in The a2 Milk Company to 5.48%
• Negative Sentiment: Media coverage of Tom Hayes’s comments about UBS’s “Project Chocolate” investigation may keep some legal/reputational scrutiny in view, although the story appears to be more historical than immediately financial. Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

UBS Group Price Performance

NYSE:UBS opened at $52.71 on Thursday. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The business’s 50-day moving average price is $49.46 and its 200 day moving average price is $45.12. UBS Group AG has a 52-week low of $35.94 and a 52-week high of $55.15. The firm has a market cap of $164.67 billion, a P/E ratio of 18.89, a PEG ratio of 0.81 and a beta of 1.19.

UBS Group (NYSE:UBS) last issued 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 company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. As a group, sell-side analysts predict that UBS Group AG will post 3.51 earnings per share for the current fiscal year.

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.