Havemeyer Place LP Invests $1.09 Million in UBS Group AG $UBS

Havemeyer Place LP acquired a new position in shares of UBS Group AG (NYSE:UBS) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 23,425 shares of the bank’s stock, valued at approximately $1,085,000.

A number of other large investors also recently modified their holdings of UBS. Navalign LLC acquired a new position in shares of UBS Group during the 4th quarter worth about $32,000. Larson Financial Group LLC boosted its stake in shares of UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after buying an additional 445 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of UBS Group during the 3rd quarter worth about $37,000. Cornerstone Planning Group LLC boosted its stake in shares of UBS Group by 1,013.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank’s stock worth $46,000 after buying an additional 882 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of UBS Group by 62.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares during the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Investor’s Business Daily highlighted UBS as one of the bank stocks “close to emerging from cup bases,” suggesting improving chart momentum and renewed trader interest. Banking On Breakouts: UBS, Citi Charts Shape Up
• Positive Sentiment: UBS was also cited in a dividend-stock roundup for identifying income ideas with “11%-plus dividend yield and double-digit upside,” reinforcing its reputation as a source of attractive yield-focused research. 11%-Plus Dividend Yield and Double-Digit Upside: UBS Picks 2 Dividend Stocks to Buy
• Neutral Sentiment: CEO Sergio Ermotti said he hopes not to still be UBS’s CEO by 2030, which is more of a long-term leadership comment than a near-term earnings or capital update. UBS boss Ermotti says he hopes no longer to be the bank’s CEO by 2030
• Neutral Sentiment: UBS also disclosed changes in holdings and shelf/notes activity across unrelated investments, but these items do not appear material enough on their own to drive the stock today. UBS Exits Substantial Holding in Temple & Webster
• Negative Sentiment: Separately, Bloomberg reported UBS’s CEO pushing back on a Swiss population-cap proposal, keeping regulatory and political scrutiny around the bank in view. UBS CEO Says Swiss Population Cap Is ‘Not the Solution’

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Finally, Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $60.30.

UBS Group Trading Up 0.1%

Shares of UBS stock opened at $47.07 on Monday. The firm has a 50 day moving average price of $43.69 and a two-hundred day moving average price of $43.13. 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 company has a market capitalization of $147.05 billion, a PE ratio of 16.87, a price-to-earnings-growth ratio of 0.81 and a beta of 1.19. UBS Group AG has a 12-month low of $30.36 and a 12-month high of $49.36.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.85 by $0.09. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. As a group, analysts predict that UBS Group AG will post 3.25 earnings per share for the current 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.