UBS Group AG $UBS Shares Bought by Systrade AG

Systrade AG raised its holdings in shares of UBS Group AG (NYSE:UBS) by 12.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 705,200 shares of the bank’s stock after purchasing an additional 77,900 shares during the quarter. UBS Group makes up 17.2% of Systrade AG’s holdings, making the stock its 4th biggest position. Systrade AG’s holdings in UBS Group were worth $33,941,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. SEB Asset Management AB bought a new stake in shares of UBS Group in the first quarter valued at about $44,326,000. Allspring Global Investments Holdings LLC bought a new position in UBS Group during the first quarter worth about $1,740,000. Quantinno Capital Management LP raised its stake in UBS Group by 30.4% in the 1st quarter. Quantinno Capital Management LP now owns 618,683 shares of the bank’s stock worth $24,172,000 after purchasing an additional 144,200 shares in the last quarter. Mediolanum International Funds Ltd boosted its holdings in UBS Group by 8.8% in the 1st quarter. Mediolanum International Funds Ltd now owns 588,312 shares of the bank’s stock valued at $21,739,000 after purchasing an additional 47,444 shares during the period. Finally, Tidal Investments LLC bought a new stake in UBS Group in the 2nd quarter valued at about $8,299,000.

UBS Group Stock Performance

Shares of NYSE UBS traded up $1.08 during trading hours on Friday, hitting $48.15. 1,657,425 shares of the stock were exchanged, compared to its average volume of 2,292,271. The company has a market cap of $150.40 billion, a PE ratio of 16.38, a price-to-earnings-growth ratio of 0.71 and a beta of 1.21. The company’s fifty day simple moving average is $52.11 and its two-hundred day simple moving average is $48.55. UBS Group AG has a 1-year low of $36.29 and a 1-year high of $55.99.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, July 29th. The bank reported $0.87 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a net margin of 13.10% and a return on equity of 10.50%. The firm had revenue of $13.35 billion for the quarter, compared to analyst estimates of $13.40 billion. During the same quarter in the prior year, the firm earned $0.72 earnings per share. The firm’s revenue for the quarter was up 13.2% on a year-over-year basis. As a group, sell-side analysts expect that UBS Group AG will post 3.59 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently commented on UBS shares. Royal Bank Of Canada reaffirmed a “buy” rating on shares of UBS Group in a report on Monday, September 28th. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a research note on Wednesday, September 2nd. Bank of America reaffirmed a “buy” rating on shares of UBS Group in a report on Tuesday, September 1st. JPMorgan Chase & Co. reiterated a “buy” rating on shares of UBS Group in a research report on Wednesday, September 23rd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, UBS Group currently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group News Summary

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

• Positive Sentiment: UBS research analysts upgraded Lockheed Martin to Buy and raised the price target to $674, citing expected missile and munitions growth through 2028. The call highlights UBS’s ongoing equity-research activity and could support investment-banking and client-trading engagement, although it has no immediate effect on UBS’s earnings. Lockheed Martin UBS price target
• Neutral Sentiment: UBS reported research and market views on Novo Nordisk and Delta Air Lines, including a cautious “value trap” assessment for Novo Nordisk and a bullish stance on Delta ahead of earnings. These calls may reinforce UBS’s research profile but are not direct catalysts for UBS Group’s share price. UBS Novo Nordisk analysis
• Neutral Sentiment: UBS disclosed several changes to holdings, including moving its indirect Azelis stake above and subsequently below the 3% transparency threshold, and exiting a substantial position in IDP Education. These appear to be portfolio or client-position adjustments rather than evidence of a change in UBS’s operating outlook. UBS trims Azelis stake
• Neutral Sentiment: UBS’s Art Basel wealth-collecting survey and New York international-office announcement support its wealth-management brand and client-development efforts, but offer no new financial guidance or near-term profit forecast. Art Basel and UBS Survey

UBS Group Company Profile

UBS Group AG (NYSE:UBS) is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.