Andra AP fonden Sells 76,032 Shares of UBS Group AG $UBS

Key Points

• Andra AP fonden reduced its UBS Group stake by 17.2%, selling 76,032 shares and retaining 366,087 shares valued at approximately $18.1 million.
• UBS shares recently traded at $49.19, below their 52-week high of $55.99. The bank’s latest quarterly earnings missed analyst expectations, with EPS of $0.87 versus $0.90 and revenue of $13.35 billion versus $13.40 billion expected.
• Analysts hold a consensus “Hold” rating with a $60.30 price target, while UBS faces ongoing regulatory uncertainty over proposed Swiss capital requirements that could pressure returns and shareholder distributions.

Andra AP fonden lowered its position in UBS Group AG (NYSE:UBS - Free Report) by 17.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 366,087 shares of the bank's stock after selling 76,032 shares during the quarter. Andra AP fonden's holdings in UBS Group were worth $18,143,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently modified their holdings of the company. Trust Point Inc. increased its position in UBS Group by 2.1% in the 2nd quarter. Trust Point Inc. now owns 13,926 shares of the bank's stock valued at $690,000 after buying an additional 288 shares in the last quarter. Anchyra Partners LLC lifted its stake in shares of 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 buying an additional 294 shares in the last quarter. Cim LLC raised its holdings in shares of UBS Group by 0.7% in the 1st quarter. Cim LLC now owns 50,095 shares of the bank's stock worth $1,957,000 after acquiring an additional 332 shares during the last quarter. GAMMA Investing LLC lifted its holdings in shares of UBS Group by 23.1% in the second quarter. GAMMA Investing LLC now owns 1,983 shares of the bank's stock valued at $98,000 after purchasing an additional 372 shares in the last quarter. Finally, Cloverfields Capital Group LP boosted its position in shares of UBS Group by 0.5% during the first quarter. Cloverfields Capital Group LP now owns 72,127 shares of the bank's stock valued at $2,818,000 after buying an additional 373 shares during the last quarter.

UBS Group Stock Performance

Shares of UBS Group stock traded down $1.88 during trading hours on Tuesday, reaching $49.19. The company had a trading volume of 1,606,167 shares, compared to its average volume of 2,264,851. The firm has a market cap of $153.65 billion, a PE ratio of 16.74, a price-to-earnings-growth ratio of 0.71 and a beta of 1.19. UBS Group AG has a one year low of $36.29 and a one year high of $55.99. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.02 and a quick ratio of 1.19. The business has a fifty day simple moving average of $53.36 and a 200 day simple moving average of $47.62.

UBS Group (NYSE:UBS - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The bank reported $0.87 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.90 by ($0.03). The company had revenue of $13.35 billion for the quarter, compared to analysts' expectations of $13.40 billion. UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The business's revenue for the quarter was up 13.2% on a year-over-year basis. During the same period last year, the company posted $0.72 EPS. On average, analysts anticipate that UBS Group AG will post 3.84 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have issued reports on UBS. Keefe, Bruyette & Woods downgraded shares of UBS Group from a "hold" rating to a "moderate sell" rating in a report on Friday, June 19th. Wall Street Zen downgraded shares of UBS Group from a "buy" rating to a "hold" rating in a research report on Sunday, July 26th. Zacks Research downgraded UBS Group from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, September 1st. Citigroup reaffirmed a "neutral" rating on shares of UBS Group in a report on Monday, July 20th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of UBS Group in a research report on Friday, July 31st. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock 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: UBS reached an agreement to resolve a legacy Dutch legal case involving Credit Suisse. The settlement could reduce litigation uncertainty and future costs, although financial terms were not disclosed. UBS Reaches Agreement in Legacy Dutch Credit Suisse Case
• Positive Sentiment: CEO Sergio Ermotti said third-quarter wealth-management activity is showing “good momentum,” offering reassurance about a key UBS growth and fee-generating business. UBS CEO Says Q3 Wealth Management Seeing Good Momentum
• Neutral Sentiment: UBS disclosed changes in holdings of Lindian Resources, Elsight and Azelis Group. These portfolio-related transparency filings appear routine and are unlikely to materially affect UBS earnings. UBS Group AG Shareholding Updates
• Neutral Sentiment: UBS research raised its price target for Indian e-commerce company Meesho, highlighting stronger growth and improving unit economics. The call may support UBS’s research franchise but has little direct impact on UBS’s financial results. UBS Raises Meesho Target Price
• Negative Sentiment: Ermotti argued that a proposal requiring UBS to fund foreign subsidiaries with 90% CET1 capital is “no real compromise.” Investors remain concerned that tougher rules could require substantial additional capital, reduce returns and constrain shareholder distributions. UBS CEO Criticizes 90% CET1 Capital Proposal
• Negative Sentiment: Swiss lawmakers are considering stricter post-Credit Suisse capital rules, with business groups and UBS lobbying against requirements they view as excessive. The unresolved regulatory risk is the main pressure on the stock. Swiss Business Groups Pressure Parliament Over UBS Capital Rules

UBS Group Company Profile

UBS Group AG is a Switzerland-based global financial services company serving individuals, businesses, institutional investors and governments. Its principal businesses include wealth management, personal and corporate banking, asset management and investment banking.

Through its Global Wealth Management business, UBS provides investment advice, portfolio management, financial planning, lending and other services to private and institutional clients. Its Personal and Corporate Banking operations offer deposit, lending, payment and other banking services, primarily in Switzerland.

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