Cevian Capital Increases Stake in UBS Group by 9.9% in Q2

Cevian Capital raised its stake in UBS Group by 9.9% in Q2. UBS operates in four areas: wealth management, investment banking, retail and corporate banking, asset management, and other. At the end of 2024, the group had USD 745.8 billion in current deposits and USD 580 billion in current loans.

UBS Group AG (UBS) saw a significant increase in its share price, touching a new 52-week high of $39.71 during the last trading session on July 1, 2025. The stock closed the session at $39.54, reflecting a robust performance over the past three months, with shares gaining 21.7%, outperforming the industry’s 12.3% [1].

The rally can be attributed to several key factors. UBS’s second-quarter 2025 performance was robust, with net profit attributable to shareholders surging to $2.39 billion from $1.14 billion a year earlier. This growth was driven by gains in Global Wealth Management, Asset Management, and Investment Bank units, while revenues increased by 1.7% year over year to $12.11 billion [1].

Additionally, UBS has been expanding its global presence and improving operations through strategic partnerships and acquisitions. Notably, in April 2025, UBS partnered with 360 ONE WAM Ltd, India's leading wealth and asset manager. The company also completed the acquisition of Credit Suisse in June 2023, which is expected to enhance its wealth and asset management capabilities and strengthen its capital-light businesses [1].

Cevian Capital, an influential institutional investor, raised its stake in UBS by 9.9% in the second quarter of 2025, further indicating confidence in the company's prospects. UBS operates in four primary areas: wealth management, investment banking, retail and corporate banking, asset management, and other services. At the end of 2024, the group had USD 745.8 billion in current deposits and USD 580 billion in current loans [2].

UBS’s strong capital position is another key factor driving investor confidence. As of June 30, 2025, its CET1 capital ratio stood at 14.4%, above management guidance of around 14%. The CET1 leverage ratio remained stable at 4.4%, also exceeding the target of more than 4% [1].

However, UBS faces operational challenges, such as rising expenses and concerns over its capital distribution strategy. Operating expenses have registered a 14.3% CAGR over the past four years, driven by integration costs and technology investments. Despite these challenges, UBS’s strategic partnerships, ongoing digital transformation, and disciplined cost-saving efforts position it well for future growth [1].

In summary, UBS Group AG’s strong performance in Q2 2025, coupled with strategic expansions and a robust capital position, has led to increased investor confidence. Cevian Capital’s stake increase reflects this optimism, making UBS an attractive investment for those seeking exposure to the financial sector.

References:
[1] https://www.nasdaq.com/articles/ubs-group-touches-52-week-high-should-you-buy-stock-now
[2] https://www.marketbeat.com/instant-alerts/filing-meridian-wealth-management-llc-purchases-3149-shares-of-ge-aerospace-nysege-2025-08-12/