Exane Asset Management raised its position in shares of UBS Group AG (NYSE:UBS - Free Report) by 4.0% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,290,435 shares of the bank's stock after acquiring an additional 49,407 shares during the period. UBS Group makes up about 21.4% of Exane Asset Management's investment portfolio, making the stock its largest position. Exane Asset Management's holdings in UBS Group were worth $37,448,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in UBS. Beverly Hills Private Wealth LLC raised its holdings in shares of UBS Group by 6.7% in the 1st quarter. Beverly Hills Private Wealth LLC now owns 42,830 shares of the bank's stock valued at $1,312,000 after purchasing an additional 2,707 shares in the last quarter. Crossmark Global Holdings Inc. increased its holdings in shares of UBS Group by 4.0% during the first quarter. Crossmark Global Holdings Inc. now owns 270,044 shares of the bank's stock valued at $8,271,000 after acquiring an additional 10,365 shares in the last quarter. U.S. Capital Wealth Advisors LLC increased its holdings in UBS Group by 25.0% in the 1st quarter. U.S. Capital Wealth Advisors LLC now owns 17,691 shares of the bank's stock worth $542,000 after buying an additional 3,536 shares during the period. Callan Capital LLC increased its holdings in UBS Group by 16.3% in the 1st quarter. Callan Capital LLC now owns 25,867 shares of the bank's stock worth $792,000 after buying an additional 3,623 shares during the period. Finally, Envestnet Asset Management Inc. increased its holdings in UBS Group by 2.2% in the 1st quarter. Envestnet Asset Management Inc. now owns 1,716,424 shares of the bank's stock worth $52,574,000 after buying an additional 37,391 shares during the period.
UBS Group Trading Up 2.9%
NYSE:UBS traded up $0.99 on Tuesday, reaching $35.16. 2,685,885 shares of the company's stock were exchanged, compared to its average volume of 2,449,500. UBS Group AG has a 52-week low of $25.75 and a 52-week high of $35.84. The firm has a market capitalization of $112.74 billion, a price-to-earnings ratio of 23.28, a price-to-earnings-growth ratio of 0.91 and a beta of 1.15. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 3.72. The business has a fifty day moving average of $32.23 and a 200-day moving average of $32.04.
UBS Group (NYSE:UBS - Get Free Report) last announced its quarterly earnings data on Wednesday, April 30th. The bank reported $0.51 EPS for the quarter, topping analysts' consensus estimates of $0.42 by $0.09. The business had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $10.19 billion. UBS Group had a return on equity of 5.82% and a net margin of 7.13%. As a group, analysts expect that UBS Group AG will post 1.9 earnings per share for the current year.
Wall Street Analyst Weigh In
A number of equities research analysts have recently commented on UBS shares. Keefe, Bruyette & Woods raised shares of UBS Group from a "moderate sell" rating to a "hold" rating in a research note on Thursday, April 17th. Citigroup reiterated a "neutral" rating on shares of UBS Group in a research report on Wednesday, June 11th. Wedbush reissued a "neutral" rating on shares of UBS Group in a research note on Tuesday, May 27th. Jefferies Financial Group raised UBS Group from a "hold" rating to a "buy" rating in a research note on Tuesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of UBS Group in a report on Monday, May 12th. Two analysts have rated the stock with a sell rating, four have assigned a hold rating, five have given a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold".
Read Our Latest Report on UBS Group
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.
Featured Stories

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
Discover the 10 Best High-Yield Dividend Stocks for 2025 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.
Get This Free Report
Like this article? Share it with a colleague.
Link copied to clipboard.