UBS Group AG $UBS Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG cut its stake in UBS Group AG (NYSE:UBS) by 3.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 1,086,608 shares of the bank’s stock after selling 34,011 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in UBS Group were worth $41,469,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Whipplewood Advisors LLC purchased a new stake in UBS Group during the 1st quarter worth approximately $25,000. MidFirst Bank purchased a new position in shares of UBS Group in the fourth quarter valued at approximately $30,000. Navalign LLC acquired a new stake in shares of UBS Group in the fourth quarter worth approximately $32,000. Larson Financial Group LLC boosted its stake in shares of UBS Group by 118.4% in the third quarter. Larson Financial Group LLC now owns 821 shares of the bank’s stock worth $34,000 after acquiring an additional 445 shares during the last quarter. Finally, JPL Wealth Management LLC purchased a new stake in shares of UBS Group during the third quarter worth approximately $37,000.

UBS Group Stock Performance

NYSE:UBS opened at $52.03 on Monday. The company’s 50-day moving average is $48.18 and its two-hundred day moving average is $44.78. UBS Group AG has a 1-year low of $35.39 and a 1-year high of $52.28. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19. The firm has a market capitalization of $162.54 billion, a price-to-earnings ratio of 18.65, a PEG ratio of 0.81 and a beta of 1.19.

UBS Group (NYSE:UBS) last announced its quarterly earnings results 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. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Analysts forecast that UBS Group AG will post 3.49 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on UBS. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of UBS Group in a report on Thursday, May 7th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research report on Monday, April 20th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research report on Monday, June 29th. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, UBS Group presently has a consensus rating of “Hold” and an average target price of $60.30.

More UBS Group News

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 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.