Rep. Bruce Westerman Sells Off Shares of UBS Group AG (NYSE:UBS)

Representative Bruce Westerman (R-Arkansas) recently sold shares of UBS Group AG (NYSE:UBS). In a filing disclosed on May 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in UBS Group stock on April 21st. The trade occurred in the Representative’s “FISHER IRA” account.

Representative Bruce Westerman also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of UniCredit (OTCMKTS:UNCRY) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of CSX (NASDAQ:CSX) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Siemens Aktiengesellschaft (OTCMKTS:SIEGY) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of GSK (NYSE:GSK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 4/21/2025.
• Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 4/21/2025.

UBS Group Trading Up 1.1%

NYSE:UBS opened at $32.52 on Wednesday. The stock has a market cap of $104.27 billion, a price-to-earnings ratio of 21.39 and a beta of 1.15. The company has a quick ratio of 1.05, a current ratio of 1.06 and a debt-to-equity ratio of 3.76. The company’s 50 day moving average price is $30.39 and its 200-day moving average price is $31.83. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $35.84.

UBS Group (NYSE:UBS) last posted its earnings results on Wednesday, April 30th. The bank reported $0.51 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $10.19 billion. On average, equities research analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

Institutional Investors Weigh In On UBS Group

Hedge funds and other institutional investors have recently made changes to their positions in the business. Northern Trust Corp grew its position in UBS Group by 4.4% during the first quarter. Northern Trust Corp now owns 4,291,663 shares of the bank’s stock valued at $131,454,000 after buying an additional 181,551 shares during the period. Summit Securities Group LLC bought a new stake in shares of UBS Group during the 1st quarter valued at $365,000. Corient IA LLC purchased a new stake in shares of UBS Group in the 1st quarter worth $613,000. American Century Companies Inc. increased its stake in shares of UBS Group by 7.3% in the 1st quarter. American Century Companies Inc. now owns 1,235,015 shares of the bank’s stock worth $37,829,000 after purchasing an additional 83,794 shares in the last quarter. Finally, Inspire Trust Co. N.A. raised its holdings in UBS Group by 4.6% in the 1st quarter. Inspire Trust Co. N.A. now owns 113,000 shares of the bank’s stock worth $3,461,000 after purchasing an additional 5,000 shares during the period.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on UBS shares. Morgan Stanley downgraded UBS Group from an “overweight” rating to an “equal weight” rating in a report on Thursday, February 20th. Deutsche Bank Aktiengesellschaft upgraded shares of UBS Group from a “hold” rating to a “buy” rating in a research note on Monday, February 10th. Keefe, Bruyette & Woods upgraded shares of UBS Group from a “moderate sell” rating to a “hold” rating in a research report on Thursday, April 17th. DZ Bank raised shares of UBS Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 6th. Finally, Bank of America lowered shares of UBS Group from a “neutral” rating to an “underperform” rating in a research note on Thursday, March 27th. One analyst has rated the stock with a sell rating, three have given a hold rating, three have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy”.

About Representative Westerman

Bruce Westerman (Republican Party) is a member of the U.S. House, representing Arkansas’ 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Westerman (Republican Party) is running for re-election to the U.S. House to represent Arkansas’ 4th Congressional District. He declared candidacy for the 2026 election.

Westerman earned his BSBAGE in biological and agricultural engineering from the University of Arkansas in 1990 and his MF in forestry from Yale University in 2001. His professional experience includes working as a plant engineer for Riceland Foods and an engineer/forester for Mid-South Engineering Company.

UBS Group Company 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.