Advanced Portfolio Management LLC Makes New $5 Million Investment in UBS Group AG (NYSE:UBS)

Advanced Portfolio Management LLC acquired a new stake in shares of UBS Group AG (NYSE:UBS - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 165,000 shares of the bank's stock, valued at approximately $5,003,000. UBS Group makes up approximately 5.9% of Advanced Portfolio Management LLC's portfolio, making the stock its 4th largest position.

Several other large investors have also recently bought and sold shares of UBS. Wilmington Savings Fund Society FSB bought a new position in shares of UBS Group during the 3rd quarter valued at $365,000. Oddo BHF Asset Management Sas bought a new stake in shares of UBS Group in the 3rd quarter valued at about $391,000. Versant Capital Management Inc purchased a new stake in UBS Group during the 4th quarter valued at about $40,000. Wealth Enhancement Advisory Services LLC grew its position in UBS Group by 1.1% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 106,019 shares of the bank's stock worth $3,277,000 after acquiring an additional 1,114 shares during the last quarter. Finally, Aprio Wealth Management LLC boosted its stake in shares of UBS Group by 18.6% during the fourth quarter. Aprio Wealth Management LLC now owns 11,383 shares of the bank's stock valued at $345,000 after purchasing an additional 1,785 shares during the period.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Keefe, Bruyette & Woods raised shares of UBS Group from a "moderate sell" rating to a "hold" rating in a research report on Thursday, April 17th. Bank of America cut UBS Group from a "neutral" rating to an "underperform" rating in a research note on Thursday, March 27th. StockNews.com cut shares of UBS Group from a "buy" rating to a "hold" rating in a research report on Wednesday, January 22nd. Kepler Capital Markets raised UBS Group from a "hold" rating to a "buy" rating in a research note on Friday, January 10th. Finally, Morgan Stanley lowered UBS Group from an "overweight" rating to an "equal weight" rating in a research report on Thursday, February 20th. One research analyst has rated the stock with a sell rating, three have given a hold rating and three have given a buy rating to the stock. According to MarketBeat, the company currently has an average rating of "Hold".

UBS Group Stock Down 0.2 %

Shares of UBS stock traded down $0.06 during trading hours on Tuesday, hitting $30.72. 1,542,334 shares of the company's stock traded hands, compared to its average volume of 2,275,176. 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 stock has a market cap of $98.49 billion, a price-to-earnings ratio of 20.21 and a beta of 1.15. The stock's fifty day simple moving average is $30.68 and its two-hundred day simple moving average is $31.86. UBS Group AG has a 12-month low of $25.75 and a 12-month high of $35.84.

UBS Group (NYSE:UBS - Get Free Report) last announced its quarterly earnings results on Wednesday, April 30th. The bank reported $0.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.42 by $0.09. The company had revenue of $11.90 billion for the quarter, compared to analysts' expectations of $10.19 billion. UBS Group had a net margin of 6.93% and a return on equity of 5.93%. On average, analysts expect that UBS Group AG will post 1.9 EPS for the current year.

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.