Corient Private Wealth LLC Sells 14,291 Shares of UBS Group AG $UBS

Corient Private Wealth LLC trimmed its holdings in shares of UBS Group AG (NYSE:UBS) by 11.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 110,520 shares of the bank’s stock after selling 14,291 shares during the period. Corient Private Wealth LLC’s holdings in UBS Group were worth $5,118,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of UBS. MidFirst Bank purchased a new stake in UBS Group during the 4th quarter valued at about $30,000. Navalign LLC acquired a new stake in shares of UBS Group during the fourth quarter worth about $32,000. Larson Financial Group LLC boosted its position in UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after buying an additional 445 shares during the last quarter. Prosperity Bancshares Inc purchased a new stake in UBS Group in the fourth quarter valued at approximately $40,000. Finally, Empowered Funds LLC acquired a new position in UBS Group in the 4th quarter worth approximately $41,000.

Analyst Ratings Changes

UBS has been the topic of several recent research reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Weiss Ratings downgraded UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Thursday, April 23rd. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, April 23rd. Finally, Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $60.30.

UBS Group News Roundup

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

• Positive Sentiment: UBS continues to appear well-positioned on profitability, with an article highlighting it as one of the most profitable value stocks and citing strong trailing-twelve-month net income of $9.12 billion. 5 Most Profitable Value Stocks to Invest In Now
• Positive Sentiment: The IMF gave strong backing to Switzerland’s capital plan for UBS, which could reduce uncertainty around future regulatory requirements and bolster confidence in the bank’s balance-sheet strength. Swiss government’s capital plan for UBS Group receives IMF praise
• Neutral Sentiment: UBS has also been active on the analyst and research front, including coverage of names like Broadcom, T-Mobile, Six Flags, and Veritone, but these items are more about UBS’s market commentary than a direct catalyst for UBS shares. UBS Maintains Buy Rating on Broadcom (AVGO) Stock
• Neutral Sentiment: UBS also urged investors to build more resilient portfolios, a message that underscores a cautious macro tone rather than a clearly stock-moving company-specific development. UBS Group (SWX:UBSG) Urges Investors To Build More Resilient Portfolios

UBS Group Stock Performance

Shares of UBS opened at $49.14 on Friday. The stock has a market capitalization of $153.52 billion, a PE ratio of 17.61, a PEG ratio of 0.84 and a beta of 1.19. The stock has a 50-day simple moving average of $46.49 and a 200-day simple moving average of $44.26. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. UBS Group AG has a 1 year low of $33.26 and a 1 year high of $51.24.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $13.16 billion. On average, analysts predict that UBS Group AG will post 3.33 earnings per share for the current fiscal year.

UBS Group Company 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.