RPg Family Wealth Advisory LLC Purchases 57,191 Shares of UBS Group AG $UBS

RPg Family Wealth Advisory LLC grew its position in shares of UBS Group AG (NYSE:UBS) by 36.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 212,110 shares of the bank’s stock after purchasing an additional 57,191 shares during the quarter. UBS Group accounts for 2.2% of RPg Family Wealth Advisory LLC’s portfolio, making the stock its 9th largest position. RPg Family Wealth Advisory LLC’s holdings in UBS Group were worth $9,823,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of UBS. AQR Capital Management LLC increased its position in shares of UBS Group by 73.9% during the 1st quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock valued at $1,927,000 after purchasing an additional 26,728 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of UBS Group by 18.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after acquiring an additional 708 shares in the last quarter. NewEdge Advisors LLC boosted its stake in shares of UBS Group by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after acquiring an additional 1,267 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of UBS Group by 11.6% during the 1st quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after acquiring an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake 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 acquiring an additional 573 shares in the last quarter.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on UBS shares. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Weiss Ratings lowered UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Finally, Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Four equities 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 data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $60.30.

UBS Group Stock Performance

Shares of UBS Group stock opened at $48.93 on Friday. The stock has a market cap of $152.84 billion, a PE ratio of 17.54, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19. UBS Group AG has a 12 month low of $30.36 and a 12 month 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 business has a fifty day simple moving average of $44.69 and a 200-day simple moving average of $43.45.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Wednesday, April 29th. The bank reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.85 by $0.09. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. On average, sell-side analysts anticipate that UBS Group AG will post 3.27 EPS for the current fiscal year.

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.