Roundview Capital LLC Makes New Investment in UBS Group AG $UBS

Roundview Capital LLC bought a new position in shares of UBS Group AG (NYSE:UBS) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 11,062 shares of the bank’s stock, valued at approximately $512,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in UBS. AQR Capital Management LLC lifted its position in UBS Group by 73.9% in the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after acquiring an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of UBS Group by 18.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after buying an additional 708 shares during the last quarter. NewEdge Advisors LLC boosted its stake in shares of UBS Group by 3.1% in the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after buying an additional 1,267 shares during the last quarter. Focus Partners Wealth lifted its position in UBS Group by 11.6% during the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock valued at $432,000 after purchasing an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock valued at $46,000 after purchasing an additional 573 shares in the last quarter.

UBS Group Trading Down 1.3%

Shares of UBS stock opened at $47.17 on Thursday. UBS Group AG has a 12-month low of $30.36 and a 12-month high of $49.36. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The stock’s 50-day moving average price is $42.29 and its 200-day moving average price is $42.70. The stock has a market capitalization of $147.36 billion, a price-to-earnings ratio of 16.91, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19.

UBS Group (NYSE:UBS) last issued its earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $13.16 billion. Equities research analysts predict that UBS Group AG will post 3.25 EPS for the current fiscal year.

UBS Group News Roundup

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

Wall Street Analyst Weigh In

UBS has been the topic of a number of recent analyst reports. Citigroup reissued a “neutral” rating on shares of UBS Group in a report on Thursday, April 23rd. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a report on Friday, February 6th. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a report on Wednesday, May 13th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price 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.