M&G PLC Reduces Holdings in UBS Group AG $UBS

M&G PLC cut its position in UBS Group AG (NYSE:UBS) by 6.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 4,111,495 shares of the bank’s stock after selling 301,567 shares during the quarter. M&G PLC’s holdings in UBS Group were worth $170,417,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Flagship Wealth Advisors LLC purchased a new stake in UBS Group during the 3rd quarter worth $29,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of UBS Group during the second quarter valued at about $33,000. Private Trust Co. NA grew its stake in shares of UBS Group by 75.2% during the third quarter. Private Trust Co. NA now owns 853 shares of the bank’s stock valued at $35,000 after acquiring an additional 366 shares in the last quarter. Westside Investment Management Inc. increased its position in shares of UBS Group by 535.2% during the second quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock worth $38,000 after acquiring an additional 958 shares during the last quarter. Finally, Salomon & Ludwin LLC lifted its stake in shares of UBS Group by 2,566.7% in the third quarter. Salomon & Ludwin LLC now owns 1,120 shares of the bank’s stock worth $46,000 after acquiring an additional 1,078 shares in the last quarter.

Analyst Ratings Changes

UBS has been the subject of a number of analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Wednesday, January 21st. Bank of America raised UBS Group from a “neutral” rating to a “buy” rating and upped their target price for the company from $44.00 to $60.30 in a research report on Tuesday, December 16th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research report on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Finally, Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Monday, November 24th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $60.30.

UBS Group Stock Performance

Shares of UBS opened at $41.98 on Monday. The stock has a market capitalization of $131.13 billion, a PE ratio of 17.79, a price-to-earnings-growth ratio of 0.41 and a beta of 1.12. The business’s fifty day moving average price is $45.94 and its 200 day moving average price is $41.72. The company has a debt-to-equity ratio of 3.63, a current ratio of 1.02 and a quick ratio of 1.03. UBS Group AG has a 12-month low of $25.75 and a 12-month high of $49.36.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, February 4th. The bank reported $0.37 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.12. UBS Group had a net margin of 10.88% and a return on equity of 8.68%. The company had revenue of $12.20 billion for the quarter, compared to analysts’ expectations of $9.88 billion. During the same period in the prior year, the company earned $0.23 earnings per share. The firm’s revenue was up 10.3% compared to the same quarter last year. Equities research analysts forecast that UBS Group AG will post 1.9 EPS for the current year.

UBS Group Announces Dividend

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

More UBS Group News

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

• Positive Sentiment: UBS plans to add up to 3,000 technology and operations staff in India as part of the Credit Suisse integration, which should support cost synergies and expand global delivery capacity. UBS Group to Add 3,000 Jobs in India Amid Credit Suisse Integration
• Positive Sentiment: UBS Asset Management disclosed new large fund positions (e.g., $795M in CB), showing active portfolio management and potential fee/asset-growth signals for UBS’s AM division. Fund Update: New $795.4M $CB stock position opened by UBS AM
• Positive Sentiment: UBS AM also opened sizable positions in other names (e.g., $WTW, $AER), reinforcing that its asset-management unit remains active in positioning for market opportunities. Fund Update: New $284.6M $WTW stock position opened by UBS AM
• Neutral Sentiment: Quiver/13F reports show large reported reductions in some mega-cap tech holdings in UBS-linked filings; this may reflect fund-level rebalancing rather than a clear signal for UBS’s balance sheet. Fund Update: UBS AM Just Disclosed New Holdings
• Neutral Sentiment: UBS research/analyst activity (calls on Nvidia, ratings on software names) is notable for market-moving views but reflects external coverage rather than firm-specific fundamentals. Should You Buy Nvidia Stock Before February 25? UBS Analysts Say ‘Yes.’
• Negative Sentiment: UBS analysts and executives warned that the AI transition is accelerating and could trigger a “shock to the system” in credit markets — specifically increasing the risk of corporate-loan defaults if business models are disrupted. That warning is the primary reason investors are marking down UBS stock today. AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
• Negative Sentiment: Coverage summarizing UBS’s view that AI could drive corporate loan defaults amplified risk-off sentiment across financials; media pieces (TipRanks/CNBC) likely accelerated the intra-day selloff. UBS Warns AI Could Trigger a Wave of Corporate Loan Defaults
• Negative Sentiment: A UBS research note downgrading the U.S. Information Technology sector (Barron’s coverage) signals a more cautious stance on software/capex, which can damp broader market appetite for cyclical/tech-exposed banks. UBS Downgrades U.S. Information Technology Sector on Software, Capex Risks

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.