UBS Group AG $UBS Shares Bought by Bleakley Financial Group LLC

Bleakley Financial Group LLC raised its position in UBS Group AG (NYSE:UBS) by 164.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 64,240 shares of the bank’s stock after acquiring an additional 39,941 shares during the quarter. Bleakley Financial Group LLC’s holdings in UBS Group were worth $2,975,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the company. Legacy Capital Group California Inc. increased its stake in UBS Group by 0.6% in the 4th quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock valued at $1,828,000 after buying an additional 239 shares during the period. U.S. Capital Wealth Advisors LLC increased its stake in UBS Group by 1.3% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock valued at $922,000 after buying an additional 260 shares during the period. Parallel Advisors LLC increased its stake in UBS Group by 1.9% in the 3rd quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock valued at $611,000 after buying an additional 271 shares during the period. Perigon Wealth Management LLC increased its stake in UBS Group by 3.9% in the 4th quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock valued at $350,000 after buying an additional 284 shares during the period. Finally, Checchi Capital Advisers LLC increased its stake in UBS Group by 1.2% in the 3rd quarter. Checchi Capital Advisers LLC now owns 24,868 shares of the bank’s stock valued at $1,020,000 after buying an additional 287 shares during the period.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, UBS Group currently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Price Performance

UBS Group stock opened at $47.17 on Thursday. UBS Group AG has a 52 week low of $30.36 and a 52 week high of $49.36. 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 firm’s 50-day simple moving average is $42.29 and its 200 day simple moving average is $42.70. The firm has a market capitalization of $147.36 billion, a PE ratio of 16.91, a P/E/G ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. On average, equities research analysts predict that UBS Group AG will post 3.25 EPS for the current fiscal year.

Key UBS Group News

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

• Positive Sentiment: UBS remained highly influential on Wall Street after it issued a very bullish call on Micron, more than tripling its price target and arguing that strong AI memory demand and long-term supply agreements could fuel further upside. Article Title
• Positive Sentiment: UBS also turned bullish on Ecolab, upgrading the stock to Buy and raising its price target, citing improving pricing trends, volume reacceleration potential, and operational initiatives. Article Title
• Positive Sentiment: UBS highlighted Amazon’s AWS AI backlog as a major underappreciated growth driver, reinforcing the firm’s reputation for identifying AI-related winners. Article Title
• Negative Sentiment: A separate headline said U.S. officials were being urged to probe UBS over historical Nazi-linked accounts tied to a predecessor institution, which could create reputational and legal overhang if it gains traction. Article Title

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.