Leonteq Securities AG acquired a new position in UBS Group AG (NYSE:UBS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 356,549 shares of the bank’s stock, valued at approximately $16,512,000. UBS Group makes up approximately 0.5% of Leonteq Securities AG’s investment portfolio, making the stock its 19th largest holding.
A number of other hedge funds and other institutional investors have also recently modified their holdings of UBS. AQR Capital Management LLC increased its stake in shares of UBS Group by 73.9% in the first quarter. AQR Capital Management LLC now owns 62,912 shares of the bank’s stock worth $1,927,000 after purchasing an additional 26,728 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of UBS Group by 18.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,518 shares of the bank’s stock worth $137,000 after purchasing an additional 708 shares in the last quarter. NewEdge Advisors LLC increased its stake in shares of UBS Group by 3.1% in the first quarter. NewEdge Advisors LLC now owns 41,772 shares of the bank’s stock worth $1,279,000 after purchasing an additional 1,267 shares in the last quarter. Focus Partners Wealth increased its stake in shares of UBS Group by 11.6% in the first quarter. Focus Partners Wealth now owns 14,111 shares of the bank’s stock worth $432,000 after purchasing an additional 1,469 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its stake in shares of UBS Group by 62.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after purchasing an additional 573 shares in the last quarter.
UBS Group Price Performance
UBS stock opened at $47.30 on Thursday. UBS Group AG has a 52 week low of $30.36 and a 52 week high of $49.36. 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 fifty day simple moving average of $41.35 and a two-hundred day simple moving average of $42.38. The firm has a market capitalization of $147.75 billion, a P/E ratio of 16.95, a price-to-earnings-growth ratio of 0.78 and a beta of 1.19.
Key Headlines Impacting UBS Group
Here are the key news stories impacting UBS Group this week:
- Positive Sentiment: Erste Group raised its earnings estimates for UBS, nudging FY2026 EPS to $3.30 from $3.26 and FY2027 EPS to $3.98, which supports the view that profit expectations are still moving higher.
- Positive Sentiment: UBS advisor Michael R. Doren was named to Forbes’ Best-in-State Wealth Advisors list, a small but favorable reminder of the firm’s strength in wealth management.
- Neutral Sentiment: UBS strategists warned that a slowing U.S. consumer could threaten the stock market rally, reflecting UBS’s broader market caution rather than a direct company-specific setback. Article: UBS Chief Strategist Sees US Consumer Slowdown Threatening Stock Rally
- Neutral Sentiment: UBS-related headlines also noted a debate in Swiss parliament over capital rules, which could matter for investor sentiment, but the policy impact is still uncertain. Article: UBS Capital Debate in Parliament Puts Bill on Easing Track
- Negative Sentiment: Separate reports said UBS has lost some senior Middle East wealth bankers amid an intense talent war, which could raise concerns about retention in a key business line. Article: UBS Group sees high-profile bankers leave as battle for top talent intensifies
Analysts Set New Price Targets
UBS has been the subject of a number of analyst reports. Weiss Ratings cut shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. The Goldman Sachs Group restated a “neutral” rating on shares of UBS Group in a research report on Friday, February 6th. Barclays upgraded shares of UBS Group from an “underweight” rating to an “equal weight” rating in a report on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $60.30.
Check Out Our Latest Stock Report on UBS Group
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.
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