XY Capital Ltd Takes Position in UBS Group AG $UBS

XY Capital Ltd acquired a new position in shares of UBS Group AG (NYSE:UBS) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,150 shares of the bank’s stock, valued at approximately $631,000.

Several other institutional investors also recently modified their holdings of UBS. Whipplewood Advisors LLC bought a new stake in UBS Group during the first quarter valued at approximately $25,000. MidFirst Bank bought a new position in shares of UBS Group in the 4th quarter worth $30,000. Navalign LLC bought a new position in shares of UBS Group in the 4th quarter worth $32,000. Larson Financial Group LLC raised its position 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 valued at $34,000 after buying an additional 445 shares in the last quarter. Finally, Prosperity Bancshares Inc purchased a new stake in shares of UBS Group during the 4th quarter valued at $40,000.

UBS Group Stock Up 1.6%

Shares of NYSE UBS opened at $52.35 on Wednesday. The stock has a market capitalization of $163.53 billion, a P/E ratio of 18.76, a PEG ratio of 0.80 and a beta of 1.19. UBS Group AG has a one year low of $35.94 and a one year high of $55.15. The firm’s 50 day simple moving average is $49.33 and its two-hundred day simple moving average is $45.08. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last announced 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 firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. As a group, analysts expect that UBS Group AG will post 3.51 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Thursday, July 2nd. Zacks Research raised UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Monday. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Finally, Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a report on Friday, June 19th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $60.30.

Key UBS Group News

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

• Positive Sentiment: UBS AG Singapore Branch is acting as stabilising manager for Foundation Healthcare Holdings’ share offering/IPO, a fee-generating capital markets assignment that highlights UBS’s ongoing deal activity in Asia. UBS Conducts Stabilising Purchases for Foundation Healthcare Share Offering
• Positive Sentiment: UBS Group received an average brokerage rating of “Hold”, which is neutral-to-stable and suggests Wall Street is not turning more negative on the stock. UBS Group AG (NYSE:UBS) Receives Average Rating of “Hold” from Brokerages
• Neutral Sentiment: One article revisited UBS analyst Timothy Arcuri’s bullish call on Micron, where he sees major AI-memory upside and a potential historic buyback program; this reflects UBS’s influence on market-moving research, but it is not directly about UBS’s own earnings or fundamentals. Micron (MU) Could Buy Back Over 40% of Its Stock by 2028, Says 5-Star Analyst Timothy Arcuri
• Neutral Sentiment: Tom Hayes’ comments about UBS’s “Project Chocolate” probe keep past legal/rates-fixing issues in the background, but the story appears to be more of a historical controversy than a fresh financial catalyst. Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

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.