Sei Investments Co. grew its position in UBS Group AG (NYSE:UBS – Free Report) by 6.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 176,266 shares of the bank’s stock after purchasing an additional 10,609 shares during the period. Sei Investments Co.’s holdings in UBS Group were worth $6,887,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Legacy Capital Group California Inc. increased its position in shares of UBS Group by 0.6% in the 4th quarter. Legacy Capital Group California Inc. now owns 39,471 shares of the bank’s stock valued at $1,828,000 after buying an additional 239 shares in the last quarter. U.S. Capital Wealth Advisors LLC lifted its holdings in UBS Group by 1.3% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 19,905 shares of the bank’s stock worth $922,000 after acquiring an additional 260 shares in the last quarter. Perigon Wealth Management LLC grew its stake in UBS Group by 3.9% in the fourth quarter. Perigon Wealth Management LLC now owns 7,551 shares of the bank’s stock valued at $350,000 after acquiring an additional 284 shares during the period. Anchyra Partners LLC grew its stake in UBS Group by 3.3% in the first quarter. Anchyra Partners LLC now owns 9,090 shares of the bank’s stock valued at $355,000 after acquiring an additional 294 shares during the period. Finally, TD Private Client Wealth LLC increased its holdings in shares of UBS Group by 31.1% in the fourth quarter. TD Private Client Wealth LLC now owns 1,244 shares of the bank’s stock worth $58,000 after acquiring an additional 295 shares in the last quarter.
Wall Street Analyst Weigh In
Several equities analysts have recently weighed in on UBS shares. Weiss Ratings reiterated a “buy (b)” rating on shares of UBS Group in a report on Friday. Barclays raised UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Zacks Research upgraded shares of UBS Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Keefe, Bruyette & Woods lowered shares of UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. Finally, Wall Street Zen cut shares of UBS Group from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $60.30.
UBS Group Stock Performance
UBS opened at $52.75 on Tuesday. The company has a market capitalization of $164.79 billion, a price-to-earnings ratio of 17.94, a P/E/G ratio of 0.82 and a beta of 1.18. The business’s 50-day moving average price is $50.38 and its two-hundred day moving average price is $45.40. UBS Group AG has a 1 year low of $36.29 and a 1 year high of $55.15. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.02 and a quick ratio of 1.19.
UBS Group (NYSE:UBS – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The firm had revenue of $13.35 billion for the quarter, compared to analyst estimates of $13.40 billion. During the same period in the prior year, the company earned $0.72 earnings per share. The firm’s quarterly revenue was up 13.2% on a year-over-year basis. Equities analysts expect that UBS Group AG will post 3.52 EPS for the current fiscal year.
UBS Group Company 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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