UBS Group AG $UBS Shares Bought by LGT Fund Management Co Ltd.

LGT Fund Management Co Ltd. lifted its stake in shares of UBS Group AG (NYSE:UBS) by 41.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 415,512 shares of the bank’s stock after buying an additional 121,228 shares during the quarter. UBS Group makes up about 0.7% of LGT Fund Management Co Ltd.’s investment portfolio, making the stock its 28th largest holding. LGT Fund Management Co Ltd.’s holdings in UBS Group were worth $15,973,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Whipplewood Advisors LLC bought a new position in UBS Group during the 1st quarter valued at $25,000. MidFirst Bank bought a new position in shares of UBS Group during the fourth quarter worth about $30,000. Navalign LLC acquired a new position in UBS Group in the fourth quarter worth about $32,000. Larson Financial Group LLC increased its holdings in UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock valued at $34,000 after buying an additional 445 shares during the last quarter. Finally, JPL Wealth Management LLC acquired a new stake in UBS Group during the third quarter valued at approximately $37,000.

Key Stories Impacting UBS Group

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 Stock Performance

NYSE UBS traded up $0.17 on Friday, hitting $52.03. The stock had a trading volume of 1,253,913 shares, compared to its average volume of 1,680,565. The company’s 50-day moving average is $48.18 and its two-hundred day moving average is $44.79. UBS Group AG has a one year low of $35.39 and a one year high of $52.28. The stock has a market cap of $162.54 billion, a price-to-earnings ratio of 18.65, a P/E/G ratio of 0.81 and a beta of 1.19. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23.

UBS Group (NYSE:UBS) last issued its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $13.16 billion. On average, analysts expect that UBS Group AG will post 3.49 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages have recently commented on UBS. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research report on Thursday, July 2nd. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a report on Monday, June 29th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, UBS Group presently has a consensus 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.