UBS Group AG $UBS Shares Acquired by Systrade AG

Systrade AG raised its stake in UBS Group AG (NYSE:UBS) by 12.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 705,200 shares of the bank’s stock after buying an additional 77,900 shares during the period. UBS Group makes up 17.2% of Systrade AG’s investment portfolio, making the stock its 4th biggest position. Systrade AG’s holdings in UBS Group were worth $33,941,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Trust Point Inc. boosted its holdings in shares of UBS Group by 2.1% during the 2nd quarter. Trust Point Inc. now owns 13,926 shares of the bank’s stock valued at $690,000 after acquiring an additional 288 shares in the last quarter. Anchyra Partners LLC raised its position in 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 purchasing an additional 294 shares during the last quarter. Cim LLC raised its position in UBS Group by 0.7% in the first quarter. Cim LLC now owns 50,095 shares of the bank’s stock valued at $1,957,000 after purchasing an additional 332 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of UBS Group by 23.1% during 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 grew its holdings 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 worth $2,818,000 after purchasing an additional 373 shares during the last quarter.

Key UBS Group News

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

• Positive Sentiment: UBS research analysts upgraded Lockheed Martin to Buy and raised the price target to $674, citing expected missile and munitions growth through 2028. The call highlights UBS’s ongoing equity-research activity and could support investment-banking and client-trading engagement, although it has no immediate effect on UBS’s earnings. Lockheed Martin UBS price target
• Neutral Sentiment: UBS reported research and market views on Novo Nordisk and Delta Air Lines, including a cautious “value trap” assessment for Novo Nordisk and a bullish stance on Delta ahead of earnings. These calls may reinforce UBS’s research profile but are not direct catalysts for UBS Group’s share price. UBS Novo Nordisk analysis
• Neutral Sentiment: UBS disclosed several changes to holdings, including moving its indirect Azelis stake above and subsequently below the 3% transparency threshold, and exiting a substantial position in IDP Education. These appear to be portfolio or client-position adjustments rather than evidence of a change in UBS’s operating outlook. UBS trims Azelis stake
• Neutral Sentiment: UBS’s Art Basel wealth-collecting survey and New York international-office announcement support its wealth-management brand and client-development efforts, but offer no new financial guidance or near-term profit forecast. Art Basel and UBS Survey

UBS Group Stock Performance

Shares of NYSE UBS traded up $1.08 during midday trading on Friday, reaching $48.15. The stock had a trading volume of 1,657,425 shares, compared to its average volume of 2,292,271. The company’s 50 day moving average price is $52.11 and its 200 day moving average price is $48.55. UBS Group AG has a twelve month low of $36.29 and a twelve month high of $55.99. The firm has a market cap of $150.40 billion, a price-to-earnings ratio of 16.38, a price-to-earnings-growth ratio of 0.71 and a beta of 1.21.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, July 29th. The bank reported $0.87 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.03). UBS Group had a return on equity of 10.50% and a net margin of 13.10%.The firm had revenue of $13.35 billion for the quarter, compared to analyst estimates of $13.40 billion. During the same quarter last year, the company earned $0.72 earnings per share. The company’s quarterly revenue was up 13.2% compared to the same quarter last year. Equities analysts forecast that UBS Group AG will post 3.59 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on UBS shares. Keefe, Bruyette & Woods downgraded UBS Group from a “hold” rating to a “moderate sell” rating in a research note on Friday, June 19th. JPMorgan Chase & Co. restated a “buy” rating on shares of UBS Group in a research report on Wednesday, September 23rd. Morgan Stanley reiterated an “underweight” rating on shares of UBS Group in a report on Wednesday, September 2nd. DZ Bank restated a “buy” rating on shares of UBS Group in a report on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed a “buy” rating on shares of UBS Group in a report on Monday, September 28th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $60.30.

UBS Group Company Profile

UBS Group AG (NYSE:UBS) is a Switzerland-based global financial services company serving private, institutional and corporate clients. Its principal businesses include wealth management, asset management, investment banking, and personal and corporate banking in Switzerland.

Through its wealth management business, UBS provides investment advice, portfolio management, lending, estate planning and other financial solutions to high-net-worth and ultra-high-net-worth individuals and families.