Free Trial

Compton Wealth Advisory Group LLC Sells 13,811 Shares of UBS Group AG (NYSE:UBS)

UBS Group logo with Finance background

Compton Wealth Advisory Group LLC trimmed its holdings in shares of UBS Group AG (NYSE:UBS - Free Report) by 61.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,780 shares of the bank's stock after selling 13,811 shares during the quarter. Compton Wealth Advisory Group LLC's holdings in UBS Group were worth $269,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC raised its position in shares of UBS Group by 0.5% during the fourth quarter. Integrated Wealth Concepts LLC now owns 65,889 shares of the bank's stock worth $1,998,000 after purchasing an additional 320 shares during the period. Independent Advisor Alliance raised its holdings in UBS Group by 0.4% during the fourth quarter. Independent Advisor Alliance now owns 85,975 shares of the bank's stock worth $2,607,000 after buying an additional 339 shares during the last quarter. HighPoint Advisor Group LLC raised its holdings in UBS Group by 4.8% during the fourth quarter. HighPoint Advisor Group LLC now owns 7,633 shares of the bank's stock worth $253,000 after buying an additional 349 shares during the last quarter. Keel Point LLC raised its holdings in UBS Group by 4.4% during the fourth quarter. Keel Point LLC now owns 9,227 shares of the bank's stock worth $280,000 after buying an additional 389 shares during the last quarter. Finally, Gallacher Capital Management LLC raised its holdings in UBS Group by 2.7% during the fourth quarter. Gallacher Capital Management LLC now owns 16,033 shares of the bank's stock worth $486,000 after buying an additional 416 shares during the last quarter.

Analyst Ratings Changes

A number of research firms recently weighed in on UBS. Bank of America lowered shares of UBS Group from a "neutral" rating to an "underperform" rating in a report on Thursday, March 27th. Keefe, Bruyette & Woods raised UBS Group from a "moderate sell" rating to a "hold" rating in a research note on Thursday, April 17th. Citigroup reissued a "neutral" rating on shares of UBS Group in a research report on Wednesday, June 11th. Royal Bank Of Canada reissued an "outperform" rating on shares of UBS Group in a research report on Wednesday, May 21st. Finally, Jefferies Financial Group raised UBS Group from a "hold" rating to a "buy" rating in a research report on Tuesday, June 3rd. Two research analysts have rated the stock with a sell rating, four have assigned a hold rating, five have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to data from MarketBeat, UBS Group presently has an average rating of "Hold".

Read Our Latest Report on UBS

UBS Group Stock Performance

Shares of UBS traded down $0.73 on Monday, reaching $34.15. 2,535,708 shares of the company's stock traded hands, compared to its average volume of 2,448,615. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 3.72. The stock has a market cap of $109.50 billion, a PE ratio of 22.62, a PEG ratio of 0.91 and a beta of 1.15. The stock's 50 day simple moving average is $32.16 and its two-hundred day simple moving average is $32.01. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $35.84.

UBS Group (NYSE:UBS - Get Free Report) last announced its earnings results on Wednesday, April 30th. The bank reported $0.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.09. The firm had revenue of $11.90 billion during the quarter, compared to analyst estimates of $10.19 billion. UBS Group had a return on equity of 5.82% and a net margin of 7.13%. On average, analysts forecast that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for UBS Group (NYSE:UBS)

Should You Invest $1,000 in UBS Group Right Now?

Before you consider UBS Group, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and UBS Group wasn't on the list.

While UBS Group currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

10 "Recession Proof" Stocks That Will Thrive in Any Market Cover

Which stocks are likely to thrive in today's challenging market? Enter your email address and we'll send you MarketBeat's list of ten stocks that will drive in any economic environment.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

3 Made in America Stocks Under $20 You Need to See!
3 Cheap Growth Stocks Set to Explode This Summer
The Next NVIDIA? Quantum Computing Stocks Set for Explosive Growth

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines