Corient Private Wealth LLC Has $5.12 Million Stock Position in UBS Group AG $UBS

Corient Private Wealth LLC decreased its holdings in UBS Group AG (NYSE:UBS) by 11.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 110,520 shares of the bank’s stock after selling 14,291 shares during the quarter. Corient Private Wealth LLC’s holdings in UBS Group were worth $5,118,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in UBS Group by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock worth $6,423,207,000 after purchasing an additional 1,758,287 shares in the last quarter. Norges Bank acquired a new position in shares of UBS Group in the fourth quarter valued at approximately $4,889,413,000. Fisher Asset Management LLC boosted its position in UBS Group by 4.8% during the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock worth $2,968,807,000 after buying an additional 2,938,827 shares during the period. Wellington Management Group LLP grew its holdings 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 acquiring an additional 45,731,061 shares during the last quarter. Finally, Capital World Investors increased its position in UBS Group by 1.0% in the 3rd quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock valued at $1,525,163,000 after acquiring an additional 386,264 shares during the period.

Trending Headlines about UBS Group

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

Analyst Ratings Changes

UBS has been the topic of several analyst reports. Keefe, Bruyette & Woods cut shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada reiterated an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Finally, 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. 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’s stock. According to data from MarketBeat, UBS Group presently has a consensus rating of “Hold” and a consensus price target of $60.30.

UBS Group Stock Down 1.6%

Shares of UBS Group stock opened at $49.14 on Friday. The firm has a market cap of $153.52 billion, a price-to-earnings ratio of 17.61, a PEG ratio of 0.84 and a beta of 1.19. 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 AG has a 1 year low of $33.26 and a 1 year high of $51.24. The company has a 50-day moving average of $46.49 and a 200 day moving average of $44.26.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. As a group, sell-side analysts anticipate that UBS Group AG will post 3.33 earnings per share for the current fiscal year.

About UBS Group

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.