16,205 Shares in UBS Group AG $UBS Acquired by Harbour Capital Advisors LLC

Harbour Capital Advisors LLC purchased a new position in UBS Group AG (NYSE:UBS) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 16,205 shares of the bank’s stock, valued at approximately $663,000.

Several other large investors also recently bought and sold shares of the company. Maseco LLP acquired a new position in shares of UBS Group during the second quarter worth $28,000. Twin Peaks Wealth Advisors LLC acquired a new stake in UBS Group during the 2nd quarter valued at $33,000. Quarry LP purchased a new stake in UBS Group during the 1st quarter worth $37,000. Westside Investment Management Inc. lifted its holdings in UBS Group by 535.2% in the 2nd quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock worth $38,000 after buying an additional 958 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings in UBS Group by 62.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares in the last quarter.

UBS Group Stock Up 0.4%

Shares of UBS Group stock opened at $46.28 on Friday. The business has a 50-day moving average price of $39.45 and a 200 day moving average price of $38.22. UBS Group AG has a fifty-two week low of $25.75 and a fifty-two week high of $46.66. The firm has a market cap of $148.38 billion, a P/E ratio of 20.85, a P/E/G ratio of 0.56 and a beta of 1.13. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 3.69.

UBS Group (NYSE:UBS) last released its earnings results on Wednesday, October 29th. The bank reported $0.76 EPS for the quarter, topping analysts’ consensus estimates of $0.48 by $0.28. The company had revenue of $12.76 billion for the quarter, compared to the consensus estimate of $9.68 billion. UBS Group had a return on equity of 8.31% and a net margin of 11.02%.UBS Group’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.43 EPS. On average, sell-side analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

Trending Headlines about UBS Group

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

• Positive Sentiment: Zacks upgraded UBS to a “Strong Buy” (Zacks Rank #1), highlighting improved earnings prospects and contributing to recent upside momentum in the stock. All You Need to Know About UBS (UBS) Rating Upgrade to Strong Buy
• Positive Sentiment: Bank of America raised UBS to a Buy, another notable sell?side upgrade that has supported fresh buying interest and the recent gap-up in the shares. UBS Group (NYSE:UBS) Raised to Buy at Bank of America
• Positive Sentiment: Financial Times reports on a proposed Swiss political compromise that could materially reduce UBS’s potential capital bill — a development that would be earnings- and capital-friendly if adopted. How a Swiss compromise could save UBS billions
• Positive Sentiment: Zurich canton urged the federal government to soften planned tighter capital requirements for UBS, reducing regulatory risk to competitiveness and capital strain. This political pushback is being viewed as supportive for the stock. Canton Zurich urges government to soften UBS capital requirements plan
• Neutral Sentiment: Short-term momentum pieces note UBS has risen sharply in the past week and attracted buy-side attention — positive for sentiment but not a fundamental change. UBS (UBS) Is Up 6.32% in One Week: What You Should Know
• Neutral Sentiment: Real estate/operations note: hedge fund Qube has taken six floors in UBS’s Hong Kong Central building — a local occupancy/real?estate development with limited immediate impact on group earnings. Hedge fund Qube takes six UBS floors in Hong Kong’s Central
• Neutral Sentiment: Many recent headlines reflect UBS’s active investment research (e.g., notes on BP, Broadcom and Meesho coverage) — useful for revenue/flow perception but indirect for near-term stock moves. Here are BP’s priorities as new boss joins to accelerate change, says UBS

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th. BNP Paribas downgraded UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Bank of America upgraded UBS Group from a “neutral” rating to a “buy” rating and raised their price objective for the company from $44.00 to $60.30 in a research note on Tuesday. Citigroup restated a “neutral” rating on shares of UBS Group in a report on Monday, November 3rd. Finally, Keefe, Bruyette & Woods cut UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, November 7th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus 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.