XY Capital Ltd Takes $631,000 Position in UBS Group AG $UBS

XY Capital Ltd purchased a new position in shares of UBS Group AG (NYSE:UBS) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 16,150 shares of the bank’s stock, valued at approximately $631,000.

A number of other hedge funds also recently modified their holdings of the stock. Pictet Asset Management Holding SA lifted its position in shares of UBS Group by 1.8% during the 4th quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock valued at $1,676,302,000 after buying an additional 629,310 shares during the last quarter. Compagnie Lombard Odier SCmA increased its holdings in UBS Group by 3.0% in the 4th quarter. Compagnie Lombard Odier SCmA now owns 5,382,437 shares of the bank’s stock worth $251,104,000 after acquiring an additional 158,770 shares during the last quarter. Leonteq Securities AG bought a new stake in UBS Group in the 4th quarter valued at about $16,512,000. U S Global Investors Inc. bought a new stake in UBS Group in the 4th quarter valued at about $1,135,000. Finally, Havemeyer Place LP purchased a new stake in UBS Group during the fourth quarter valued at about $1,085,000.

UBS Group Price Performance

Shares of NYSE:UBS opened at $52.35 on Wednesday. The company has a 50 day moving average of $49.33 and a 200 day moving average of $45.08. 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 has a market cap of $163.53 billion, a P/E ratio of 18.76, a P/E/G ratio of 0.80 and a beta of 1.19. UBS Group AG has a 12 month low of $35.94 and a 12 month high of $55.15.

UBS Group (NYSE:UBS) last posted 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 net margin of 12.66% and a return on equity of 10.05%. The business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $13.16 billion. As a group, sell-side analysts forecast that UBS Group AG will post 3.51 EPS for the current fiscal year.

Analysts Set New Price Targets

UBS has been the subject of a number of research reports. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research note on Monday, June 29th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Thursday, July 2nd. Finally, Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, UBS Group currently has a consensus rating of “Hold” and a consensus price target of $60.30.

More UBS Group News

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

• Positive Sentiment: UBS AG Singapore Branch is acting as stabilising manager for Foundation Healthcare Holdings’ share offering/IPO, a fee-generating capital markets assignment that highlights UBS’s ongoing deal activity in Asia. UBS Conducts Stabilising Purchases for Foundation Healthcare Share Offering
• Positive Sentiment: UBS Group received an average brokerage rating of “Hold”, which is neutral-to-stable and suggests Wall Street is not turning more negative on the stock. UBS Group AG (NYSE:UBS) Receives Average Rating of “Hold” from Brokerages
• Neutral Sentiment: One article revisited UBS analyst Timothy Arcuri’s bullish call on Micron, where he sees major AI-memory upside and a potential historic buyback program; this reflects UBS’s influence on market-moving research, but it is not directly about UBS’s own earnings or fundamentals. Micron (MU) Could Buy Back Over 40% of Its Stock by 2028, Says 5-Star Analyst Timothy Arcuri
• Neutral Sentiment: Tom Hayes’ comments about UBS’s “Project Chocolate” probe keep past legal/rates-fixing issues in the background, but the story appears to be more of a historical controversy than a fresh financial catalyst. Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

UBS Group Company 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.