Strategic Global Advisors LLC Makes New $436,000 Investment in UBS Group AG (NYSE:UBS)

Strategic Global Advisors LLC purchased a new position in shares of UBS Group AG (NYSE:UBS) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 14,395 shares of the bank’s stock, valued at approximately $436,000.

A number of other large investors have also recently bought and sold shares of the company. Timber Creek Capital Management LLC boosted its position in UBS Group by 0.3% during the 4th quarter. Timber Creek Capital Management LLC now owns 117,613 shares of the bank’s stock worth $3,566,000 after acquiring an additional 311 shares during the last quarter. Integrated Wealth Concepts LLC boosted its position in UBS Group by 0.5% during the 4th quarter. Integrated Wealth Concepts LLC now owns 65,889 shares of the bank’s stock worth $1,998,000 after acquiring an additional 320 shares during the last quarter. Allworth Financial LP boosted its position in UBS Group by 6.4% during the 4th quarter. Allworth Financial LP now owns 5,528 shares of the bank’s stock worth $168,000 after acquiring an additional 334 shares during the last quarter. Independent Advisor Alliance boosted its position in UBS Group by 0.4% during the 4th quarter. Independent Advisor Alliance now owns 85,975 shares of the bank’s stock worth $2,607,000 after acquiring an additional 339 shares during the last quarter. Finally, Lindbrook Capital LLC raised its stake in shares of UBS Group by 3.2% during the 4th quarter. Lindbrook Capital LLC now owns 11,247 shares of the bank’s stock worth $341,000 after purchasing an additional 345 shares in the last quarter.

UBS Group Stock Down 0.8%

UBS opened at $33.02 on Monday. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $35.84. The stock’s fifty day simple moving average is $30.42 and its 200 day simple moving average is $31.85. The company has a current ratio of 1.06, a quick ratio of 1.05 and a debt-to-equity ratio of 3.76. The stock has a market cap of $105.86 billion, a PE ratio of 21.72 and a beta of 1.15.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, April 30th. The bank reported $0.51 earnings per share for the quarter, beating analysts’ consensus estimates of $0.42 by $0.09. UBS Group had a return on equity of 5.93% and a net margin of 6.93%. The business had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $10.19 billion. As a group, research analysts expect that UBS Group AG will post 1.9 earnings per share for the current year.

Wall Street Analyst Weigh In

UBS has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a research note on Monday, May 12th. Bank of America cut UBS Group from a “neutral” rating to an “underperform” rating in a research note on Thursday, March 27th. DZ Bank upgraded UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 6th. Morgan Stanley cut UBS Group from an “overweight” rating to an “equal weight” rating in a research note on Thursday, February 20th. Finally, StockNews.com cut UBS Group from a “buy” rating to a “hold” rating in a research note on Wednesday, January 22nd. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating, three have issued a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy”.

UBS Group Profile

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions.