UBS Group AG $UBS Shares Sold by TrueMark Investments LLC

TrueMark Investments LLC lessened its position in shares of UBS Group AG (NYSE:UBS) by 28.1% during the first quarter, HoldingsChannel reports. The institutional investor owned 58,794 shares of the bank’s stock after selling 22,998 shares during the quarter. TrueMark Investments LLC’s holdings in UBS Group were worth $2,297,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of UBS Group by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock valued at $6,423,207,000 after acquiring an additional 1,758,287 shares during the last quarter. Norges Bank bought a new position in UBS Group during the fourth quarter worth $4,889,413,000. Fisher Asset Management LLC lifted its stake in UBS Group by 4.8% during the fourth quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock worth $2,968,807,000 after purchasing an additional 2,938,827 shares during the last quarter. Wellington Management Group LLP lifted its stake in UBS Group by 254.9% during the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock worth $2,601,589,000 after purchasing an additional 45,731,061 shares during the last quarter. Finally, Capital World Investors boosted its holdings in UBS Group by 1.0% in the third quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock worth $1,525,163,000 after purchasing an additional 386,264 shares during the period.

Wall Street Analyst Weigh In

UBS has been the subject of several recent research reports. Weiss Ratings lowered shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Keefe, Bruyette & Woods downgraded shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research report on Friday, June 19th. Morgan Stanley reaffirmed an “underweight” rating on shares of UBS Group in a report on Thursday, April 23rd. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Thursday, April 23rd. Finally, Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $60.30.

UBS Group News Summary

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

• Positive Sentiment: UBS has been active on the research front, including a bullish call on Addus Homecare and an upgraded outlook on Cerebras Systems, which supports the firm’s image as an influential global investment bank. Article Title
• Positive Sentiment: UBS’s market commentary that the Federal Reserve may keep rates unchanged until 2027 could be seen as constructive for banking conditions if it proves accurate. Article Title
• Neutral Sentiment: UBS disclosed a 5.3% stake in The a2 Milk Company and lifted its stake in Gentrack to just over 8%, but these holdings updates are portfolio-level disclosures rather than direct drivers of UBS Group’s earnings. Article Title Article Title
• Negative Sentiment: UBS CEO Sergio Ermotti said Swiss lawmakers are debating new capital rules with competitiveness concerns in mind, keeping the possibility of tougher capital requirements front and center for investors. Article Title
• Negative Sentiment: Swiss Finance Minister Karin Keller-Sutter reiterated the need for strong UBS capital rules, reinforcing concerns that higher regulatory capital demands could constrain profitability and capital returns. Article Title

UBS Group Stock Performance

UBS opened at $49.36 on Thursday. The company has a current ratio of 0.85, a quick ratio of 1.19 and a debt-to-equity ratio of 1.23. The business’s 50 day moving average is $46.23 and its 200-day moving average is $44.16. The stock has a market cap of $154.21 billion, a PE ratio of 17.69, a price-to-earnings-growth ratio of 0.84 and a beta of 1.19. UBS Group AG has a twelve month low of $32.03 and a twelve month high of $51.24.

UBS Group (NYSE:UBS) last issued its quarterly earnings data 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. UBS Group had a return on equity of 10.05% and a net margin of 12.66%.The business had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. On average, analysts predict that UBS Group AG will post 3.33 earnings per share for the current year.

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.