ABN AMRO Bank N.V. Has $87.80 Million Stock Position in UBS Group AG $UBS

Key Points

• ABN AMRO Bank N.V. increased its UBS Group stake by 7.1% in the fourth quarter, buying 124,558 more shares and bringing its total holding to 1,890,886 shares worth about $87.8 million.
• UBS recently beat earnings expectations, reporting $0.94 EPS versus the $0.85 consensus and revenue of $13.64 billion. Analysts on average still rate the stock Hold, with a consensus target price of $60.30.
• Recent news has been mixed: analysts and commentary have highlighted stronger first-quarter results and possible U.S. acquisition-driven growth, while a €6 million Monaco fine over anti-money-laundering failures adds a compliance overhang.

ABN AMRO Bank N.V. boosted its stake in shares of UBS Group AG (NYSE:UBS - Free Report) by 7.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,890,886 shares of the bank's stock after buying an additional 124,558 shares during the period. ABN AMRO Bank N.V. owned approximately 0.06% of UBS Group worth $87,797,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of UBS. Flagship Wealth Advisors LLC acquired a new stake in UBS Group during the 3rd quarter worth approximately $29,000. Larson Financial Group LLC raised its holdings in UBS Group by 118.4% during the 3rd quarter. Larson Financial Group LLC now owns 821 shares of the bank's stock worth $34,000 after buying an additional 445 shares during the period. JPL Wealth Management LLC acquired a new stake in UBS Group during the 3rd quarter worth approximately $37,000. Cornerstone Planning Group LLC raised its holdings in UBS Group by 1,013.8% during the 4th quarter. Cornerstone Planning Group LLC now owns 969 shares of the bank's stock worth $46,000 after buying an additional 882 shares during the period. Finally, Geneos Wealth Management Inc. raised its holdings in UBS Group by 62.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank's stock worth $46,000 after buying an additional 573 shares during the period.

Analyst Upgrades and Downgrades

Several brokerages have commented on UBS. Royal Bank Of Canada restated an "outperform" rating on shares of UBS Group in a report on Thursday. 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. The Goldman Sachs Group reaffirmed a "neutral" rating on shares of UBS Group in a research note on Friday, February 6th. Zacks Research cut shares of UBS Group from a "strong-buy" rating to a "hold" rating in a research note on Thursday, January 15th. Finally, Morgan Stanley reaffirmed an "underweight" rating on shares of UBS Group in a research note on Thursday, April 23rd. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $60.30.

UBS Group News Roundup

Here are the key news stories impacting UBS Group this week:

• Positive Sentiment: Erste Group Bank raised its earnings estimates for UBS, lifting FY2026 EPS to $3.26 and FY2027 EPS to $3.94, both above the current consensus for the year. UBS earnings estimate update
• Positive Sentiment: UBS also got a favorable read from market commentary after reporting stronger first-quarter results recently, with the bank still being viewed as a growth story following its earnings beat. UBS Q1 EPS growth
• Positive Sentiment: Chief Executive Sergio Ermotti said UBS is considering U.S. acquisitions as a growth option, reinforcing the bank’s strategy to expand in its most important wealth-management market. UBS US growth acquisition option
• Neutral Sentiment: UBS appointed Rick Penafiel as Market Executive for South Florida, a move that supports its wealth-management expansion in a key U.S. market, but is unlikely to move the stock on its own. UBS South Florida appointment
• Negative Sentiment: Investor sentiment may be slightly pressured by a report that UBS was fined €6 million by Monaco over repeated anti-money-laundering failures, adding another compliance overhang. UBS Monaco fine
• Negative Sentiment: UBS also appeared in third-party data showing large ownership reductions in some portfolio holdings, which may reflect broader portfolio rebalancing rather than a direct fundamental issue for UBS itself. UBS holdings activity

UBS Group Stock Down 0.1%

UBS opened at $45.19 on Monday. UBS Group AG has a fifty-two week low of $30.36 and a fifty-two week high of $49.36. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.19 and a current ratio of 0.85. The company has a market capitalization of $141.18 billion, a P/E ratio of 16.20, a P/E/G ratio of 0.85 and a beta of 1.19. The stock has a fifty day moving average of $40.33 and a 200-day moving average of $41.90.

UBS Group (NYSE:UBS - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating analysts' consensus estimates of $0.85 by $0.09. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. On average, equities analysts expect that UBS Group AG will post 3.23 EPS for the current year.

About UBS Group

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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