Vise Technologies Inc. Has $2.27 Million Stake in UBS Group AG $UBS

Vise Technologies Inc. decreased its stake in shares of UBS Group AG (NYSE:UBS) by 28.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 48,911 shares of the bank’s stock after selling 19,466 shares during the quarter. Vise Technologies Inc.’s holdings in UBS Group were worth $2,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Navalign LLC acquired a new stake in shares of UBS Group during the 4th quarter worth approximately $32,000. Larson Financial Group LLC grew its position in shares of UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after buying an additional 445 shares during the period. JPL Wealth Management LLC acquired a new stake in shares of UBS Group during the 3rd quarter worth approximately $37,000. Cornerstone Planning Group LLC grew its position in shares of UBS Group by 1,013.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank’s stock worth $46,000 after buying an additional 882 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in shares of UBS Group by 62.0% during 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 during the period.

Key Stories Impacting UBS Group

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

• Positive Sentiment: Investor’s Business Daily highlighted UBS as one of the bank stocks “close to emerging from cup bases,” suggesting improving chart momentum and renewed trader interest. Banking On Breakouts: UBS, Citi Charts Shape Up
• Positive Sentiment: UBS was also cited in a dividend-stock roundup for identifying income ideas with “11%-plus dividend yield and double-digit upside,” reinforcing its reputation as a source of attractive yield-focused research. 11%-Plus Dividend Yield and Double-Digit Upside: UBS Picks 2 Dividend Stocks to Buy
• Neutral Sentiment: CEO Sergio Ermotti said he hopes not to still be UBS’s CEO by 2030, which is more of a long-term leadership comment than a near-term earnings or capital update. UBS boss Ermotti says he hopes no longer to be the bank’s CEO by 2030
• Neutral Sentiment: UBS also disclosed changes in holdings and shelf/notes activity across unrelated investments, but these items do not appear material enough on their own to drive the stock today. UBS Exits Substantial Holding in Temple & Webster
• Negative Sentiment: Separately, Bloomberg reported UBS’s CEO pushing back on a Swiss population-cap proposal, keeping regulatory and political scrutiny around the bank in view. UBS CEO Says Swiss Population Cap Is ‘Not the Solution’

UBS Group Stock Performance

NYSE UBS opened at $47.07 on Friday. The company has a fifty day simple moving average of $43.69 and a 200 day simple moving average of $43.09. 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 company has a market cap of $147.05 billion, a P/E ratio of 16.87, a PEG ratio of 0.81 and a beta of 1.19.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $13.16 billion. Sell-side analysts predict that UBS Group AG will post 3.25 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of UBS Group in a research report on Wednesday, May 13th. Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. Finally, Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a research report on Thursday, April 23rd. Four research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $60.30.

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.