Winning Points Advisors LLC Buys Shares of 39,780 UBS Group AG $UBS

Winning Points Advisors LLC bought a new stake in shares of UBS Group AG (NYSE:UBS) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 39,780 shares of the bank’s stock, valued at approximately $1,842,000. UBS Group accounts for about 1.7% of Winning Points Advisors LLC’s investment portfolio, making the stock its 10th largest position.

Other institutional investors have also added to or reduced their stakes in the company. Legacy Capital Group California Inc. increased its stake in UBS Group by 0.6% during the fourth quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock worth $1,828,000 after purchasing an additional 239 shares during the period. U.S. Capital Wealth Advisors LLC increased its stake in shares of UBS Group by 1.3% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock worth $922,000 after buying an additional 260 shares during the period. Parallel Advisors LLC increased its stake in shares of UBS Group by 1.9% during the third quarter. Parallel Advisors LLC now owns 14,905 shares of the bank’s stock worth $611,000 after buying an additional 271 shares during the period. Perigon Wealth Management LLC increased its stake in shares of UBS Group by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock worth $350,000 after buying an additional 284 shares during the period. Finally, Allworth Financial LP increased its stake in shares of UBS Group by 4.2% during the third quarter. Allworth Financial LP now owns 7,115 shares of the bank’s stock worth $292,000 after buying an additional 288 shares during the period.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on UBS shares. Citigroup restated a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Royal Bank Of Canada restated an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Finally, Morgan Stanley restated an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $60.30.

UBS Group Stock Performance

Shares of UBS Group stock opened at $48.19 on Friday. The firm has a market capitalization of $150.55 billion, a P/E ratio of 17.27, a P/E/G ratio of 0.80 and a beta of 1.19. UBS Group AG has a 52 week low of $30.36 and a 52 week high of $49.36. The company has a quick ratio of 1.19, a current ratio of 0.85 and a debt-to-equity ratio of 1.23. The firm’s 50 day moving average is $44.51 and its two-hundred day moving average is $43.41.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. Research analysts forecast that UBS Group AG will post 3.27 EPS for the current fiscal year.

Key Headlines Impacting UBS Group

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

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

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.