ARGA Investment Management LP Has $2.89 Million Holdings in UBS Group AG $UBS

ARGA Investment Management LP cut its holdings in shares of UBS Group AG (NYSE:UBS) by 19.2% during the 1st quarter, Holdings Channel reports. The firm owned 75,301 shares of the bank’s stock after selling 17,915 shares during the period. ARGA Investment Management LP’s holdings in UBS Group were worth $2,894,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in UBS. Whipplewood Advisors LLC acquired a new stake in UBS Group during the first quarter worth approximately $25,000. MidFirst Bank acquired a new position in UBS Group in the 4th quarter valued at $30,000. Navalign LLC acquired a new position in UBS Group in the 4th quarter valued at $32,000. Larson Financial Group LLC lifted 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 acquiring an additional 445 shares during the period. Finally, Prosperity Bancshares Inc bought a new stake in shares of UBS Group during the 4th quarter valued at $40,000.

Key UBS Group News

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

• Positive Sentiment: The SEC said it would not object to certain UBS security transactions tied to Switzerland’s bank-resolution framework, reducing a key regulatory overhang and supporting UBS’s crisis-planning flexibility. SEC Clears Path for UBS Crisis Resolution Plans
• Positive Sentiment: SWIFT launched a blockchain-ledger pilot with 17 major banks, including UBS, which could reinforce UBS’s role in next-generation cross-border payments and tokenized deposits. SWIFT launches blockchain ledger with 17-bank tokenized deposit pilot
• Positive Sentiment: UBS’s research on memory-chip pricing has been cited as bullish for the semiconductor cycle, highlighting UBS’s influence in shaping market expectations around a potentially improving tech supply chain. Memory Prices Are Set to Rise, Says UBS. Here Are the Stocks That Could Benefit
• Neutral Sentiment: UBS partnered with MSCI to strengthen private-markets analytics, a strategic move that could support future wealth-management and institutional offerings but is unlikely to move the stock immediately. MSCI Strengthens Private Markets Platform Through UBS Partnership
• Negative Sentiment: A Reuters/FT-style report said UBS advised clients to reduce exposure to Blue Owl’s private-credit fund, and that call was linked to an investor exodus after UBS flagged rising default risk in private credit. That creates some reputational noise around UBS’s view of the asset class. UBS helped trigger exodus from Blue Owl private credit fund

UBS Group Price Performance

UBS Group stock opened at $52.03 on Friday. 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 52 week low of $35.39 and a 52 week high of $52.28. The stock has a market capitalization of $162.54 billion, a P/E ratio of 18.65, a price-to-earnings-growth ratio of 0.81 and a beta of 1.19. The stock has a fifty day moving average of $48.18 and a 200-day moving average of $44.79.

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, beating the consensus estimate of $0.85 by $0.09. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.The business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. On average, sell-side analysts expect that UBS Group AG will post 3.49 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

UBS has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Finally, Citigroup restated a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. Four investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $60.30.

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.