270,903 UBS Group AG $UBS Shares Acquired by Russell Investments Group Ltd.

Russell Investments Group Ltd. lifted its holdings in UBS Group AG (NYSE:UBS) by 4.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,676,157 shares of the bank’s stock after acquiring an additional 270,903 shares during the quarter. Russell Investments Group Ltd. owned 0.21% of UBS Group worth $322,236,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UBS. Coppell Advisory Solutions LLC purchased a new stake in UBS Group in the second quarter valued at $25,000. First Bancorp Inc ME acquired a new stake in UBS Group during the 2nd quarter worth about $32,000. Robinswood Financial LLC purchased a new position in shares of UBS Group during the 1st quarter valued at about $31,000. West Financial Advisors LLC purchased a new position in shares of UBS Group during the 3rd quarter valued at about $39,000. Finally, Ancora Advisors LLC purchased a new position in shares of UBS Group during the 2nd quarter valued at about $50,000.

UBS Group Stock Performance

Shares of NYSE UBS opened at $48.45 on Friday. The company has a market capitalization of $151.36 billion, a PE ratio of 15.99, a price-to-earnings-growth ratio of 0.73 and a beta of 1.19. The company’s fifty day moving average price is $49.22 and its 200 day moving average price is $47.18. UBS Group AG has a 1 year low of $36.29 and a 1 year high of $55.99.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, October 28th. The bank reported $0.85 earnings per share for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.06). The firm had revenue of $13.39 billion during the quarter, compared to analysts’ expectations of $13.07 billion. UBS Group had a net margin of 13.36% and a return on equity of 10.77%. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.76 EPS. On average, equities analysts expect that UBS Group AG will post 3.66 EPS for the current year.

Top UBS Group Stories

Investors following UBS have been watching these stories:

• Neutral Sentiment: UBS AG said it plans to redeem all outstanding securities in ten exchange-traded note series. This is a product-level action, and the announcement did not indicate a material effect on UBS Group’s core business or earnings. UBS Announces Redemption of Ten ETNs
• Neutral Sentiment: Q3 filings showed UBS Group added shares of the ITA and EFV exchange-traded funds. These are reported portfolio holdings, not necessarily a direct investment of UBS’s own capital, so they offer little clear signal about UBS stock. ITA fund update EFV fund update
• Negative Sentiment: A report says CEO Sergio Ermotti’s warning has brought attention to risks from the AI infrastructure buildout. If elevated spending or expectations prove unsustainable, market volatility could weigh on client sentiment and UBS’s wealth-management business; the article details provided do not quantify the potential impact. UBS Group stock faces AI buildout risk after Ermotti warning

Analyst Ratings Changes

Several brokerages have recently issued reports on UBS. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Monday, July 20th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Wednesday, September 2nd. Royal Bank Of Canada reiterated a “buy” rating on shares of UBS Group in a research report on Monday, September 28th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of UBS Group in a research report on Wednesday, September 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of UBS Group in a report on Thursday, October 29th. Six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Company Profile

UBS Group AG is a Swiss financial services company providing wealth management, banking, asset management and investment banking services to individuals, businesses, institutions and governments. It has a strong presence in Switzerland and serves clients in markets around the world. The company’s businesses include Global Wealth Management, Swiss Personal & Corporate Banking, Asset Management and the Investment Bank. Its services include financial planning and investment advice, lending and deposit products, portfolio and fund management, and capital markets and advisory services.