UBS Group AG $UBS Shares Acquired by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC increased its stake in shares of UBS Group AG (NYSE:UBS) by 11.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 166,156 shares of the bank’s stock after buying an additional 17,303 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in UBS Group were worth $6,492,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the company. Norges Bank acquired a new position in UBS Group in the 4th quarter valued at $4,889,413,000. Wellington Management Group LLP boosted its stake in UBS Group by 254.9% during the 3rd quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after purchasing an additional 45,731,061 shares during the last quarter. Viking Global Investors LP grew its holdings in shares of UBS Group by 407.5% during the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock worth $534,852,000 after buying an additional 10,516,148 shares in the last quarter. Ninety One UK Ltd purchased a new stake in shares of UBS Group during the fourth quarter worth $411,917,000. Finally, Bank of Montreal Can raised its position in shares of UBS Group by 248.7% in the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after buying an additional 6,650,862 shares during the last quarter.

UBS Group Trading Down 0.1%

NYSE UBS opened at $51.00 on Friday. UBS Group AG has a 52 week low of $34.07 and a 52 week high of $51.69. The firm has a 50 day moving average of $47.19 and a two-hundred day moving average of $44.55. 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 stock has a market capitalization of $159.33 billion, a PE ratio of 18.28, a price-to-earnings-growth ratio of 0.85 and a beta of 1.19.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $13.16 billion. As a group, research analysts expect that UBS Group AG will post 3.35 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on UBS. Keefe, Bruyette & Woods lowered UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Morgan Stanley restated an “underweight” rating on shares of UBS Group in a report on Thursday. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a report on Monday. Four analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $60.30.

Trending Headlines about UBS Group

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

• Positive Sentiment: UBS’s research arm highlighted a major shift in AI spending, saying value creation in AI infrastructure could soar far faster than in big-tech hyperscalers. That reinforces UBS’s reputation as a strong market strategist and may lift sentiment around its research franchise. Article Title
• Positive Sentiment: UBS is reportedly moving toward a fuller-service U.S. banking model for affluent clients, including plans to expand everyday banking services. That could deepen relationships with wealthy customers and support the firm’s wealth-management growth strategy. Article Title
• Positive Sentiment: The Swiss National Bank said UBS appears well capitalized, which is reassuring as the bank faces the prospect of tighter capital rules. That should reduce near-term concern about balance-sheet resilience. Article Title
• Neutral Sentiment: UBS also published a real-estate outlook referenced by other analysts, but the article did not include a clear direct implication for UBS shares. Article Title
• Neutral Sentiment: Separate UBS notes on oil prices showed the bank adjusting commodity forecasts as supply conditions improved, but this is more relevant to UBS research than to the bank’s core earnings outlook. Article Title
• Negative Sentiment: One Reuters report noted UBS is well capitalized now, but that it still faces tougher capital requirements. Any increase in regulatory capital needs could pressure returns and limit capital flexibility. Article Title

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.