Crossmark Global Holdings Inc. Has $11.12 Million Stake in UBS Group AG $UBS

Crossmark Global Holdings Inc. trimmed its stake in shares of UBS Group AG (NYSE:UBS) by 13.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 240,149 shares of the bank’s stock after selling 36,926 shares during the period. Crossmark Global Holdings Inc.’s holdings in UBS Group were worth $11,121,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Flagship Wealth Advisors LLC bought a new stake in shares of UBS Group during the third quarter worth approximately $29,000. Larson Financial Group LLC raised its stake in shares of UBS Group by 118.4% during the third 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 last quarter. JPL Wealth Management LLC bought a new stake in shares of UBS Group during the third quarter worth approximately $37,000. Cornerstone Planning Group LLC raised its stake in shares of UBS Group by 1,013.8% during the fourth 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 last quarter. Finally, Geneos Wealth Management Inc. raised its stake in shares of UBS Group by 62.0% during the first 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 last quarter.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. The Goldman Sachs Group reissued a “neutral” rating on shares of UBS Group in a research note on Friday, February 6th. Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Zacks Research downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 15th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Stock Up 1.8%

Shares of NYSE:UBS opened at $45.19 on Friday. UBS Group AG has a 52 week low of $30.36 and a 52 week high of $49.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. The company has a market capitalization of $141.18 billion, a PE ratio of 16.20, a PEG ratio of 0.85 and a beta of 1.19. The company has a 50 day moving average price of $40.33 and a two-hundred day moving average price of $41.90.

UBS Group (NYSE:UBS) last issued its 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. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. Analysts forecast that UBS Group AG will post 3.23 earnings per share for the current 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 $3.26 and FY2027 EPS to $3.94, both above the current consensus for the year. UBS earnings estimate update
• Positive Sentiment: UBS also got a favorable read from market commentary after reporting stronger first-quarter results recently, with the bank still being viewed as a growth story following its earnings beat. UBS Q1 EPS growth
• Positive Sentiment: Chief Executive Sergio Ermotti said UBS is considering U.S. acquisitions as a growth option, reinforcing the bank’s strategy to expand in its most important wealth-management market. UBS US growth acquisition option
• Neutral Sentiment: UBS appointed Rick Penafiel as Market Executive for South Florida, a move that supports its wealth-management expansion in a key U.S. market, but is unlikely to move the stock on its own. UBS South Florida appointment
• Negative Sentiment: Investor sentiment may be slightly pressured by a report that UBS was fined €6 million by Monaco over repeated anti-money-laundering failures, adding another compliance overhang. UBS Monaco fine
• Negative Sentiment: UBS also appeared in third-party data showing large ownership reductions in some portfolio holdings, which may reflect broader portfolio rebalancing rather than a direct fundamental issue for UBS itself. UBS holdings activity

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.