32,800 Shares in UBS Group AG $UBS Purchased by Barometer Capital Management Inc.

Barometer Capital Management Inc. acquired a new position in UBS Group AG (NYSE:UBS) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 32,800 shares of the bank’s stock, valued at approximately $1,249,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. XY Capital Ltd purchased a new position in shares of UBS Group during the first quarter valued at approximately $631,000. PNC Financial Services Group Inc. grew its stake in shares of UBS Group by 6.2% in the 1st quarter. PNC Financial Services Group Inc. now owns 127,057 shares of the bank’s stock worth $4,964,000 after buying an additional 7,465 shares during the last quarter. Andra AP fonden grew its stake in shares of UBS Group by 578.5% in the 1st quarter. Andra AP fonden now owns 442,119 shares of the bank’s stock worth $17,274,000 after buying an additional 376,955 shares during the last quarter. Summit Global Investments increased its position in UBS Group by 114.9% during the 1st quarter. Summit Global Investments now owns 13,464 shares of the bank’s stock valued at $526,000 after buying an additional 7,199 shares in the last quarter. Finally, WCM Investment Management LLC increased its position in UBS Group by 12.3% during the 1st quarter. WCM Investment Management LLC now owns 5,850,200 shares of the bank’s stock valued at $214,527,000 after buying an additional 639,111 shares in the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS AG Singapore Branch is acting as stabilising manager for Foundation Healthcare Holdings’ share offering/IPO, a fee-generating capital markets assignment that highlights UBS’s ongoing deal activity in Asia. UBS Conducts Stabilising Purchases for Foundation Healthcare Share Offering
• Positive Sentiment: UBS Group received an average brokerage rating of “Hold”, which is neutral-to-stable and suggests Wall Street is not turning more negative on the stock. UBS Group AG (NYSE:UBS) Receives Average Rating of “Hold” from Brokerages
• Neutral Sentiment: One article revisited UBS analyst Timothy Arcuri’s bullish call on Micron, where he sees major AI-memory upside and a potential historic buyback program; this reflects UBS’s influence on market-moving research, but it is not directly about UBS’s own earnings or fundamentals. Micron (MU) Could Buy Back Over 40% of Its Stock by 2028, Says 5-Star Analyst Timothy Arcuri
• Neutral Sentiment: Tom Hayes’ comments about UBS’s “Project Chocolate” probe keep past legal/rates-fixing issues in the background, but the story appears to be more of a historical controversy than a fresh financial catalyst. Tom Hayes says UBS’s ‘Project Chocolate’ probe shows he was targeted from outset

Analyst Upgrades and Downgrades

Several research firms have commented on UBS. Weiss Ratings downgraded UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a report on Monday, May 4th. Barclays upgraded UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research report on Monday. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $60.30.

UBS Group Price Performance

Shares of NYSE UBS opened at $52.35 on Wednesday. The firm has a market cap of $163.53 billion, a P/E ratio of 18.76, a PEG ratio of 0.80 and a beta of 1.19. UBS Group AG has a twelve month low of $35.94 and a twelve month high of $55.15. 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 company has a 50 day moving average of $49.33 and a 200 day moving average of $45.08.

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. The business had revenue of $13.64 billion for 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%. As a group, research analysts expect that UBS Group AG will post 3.51 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.