Winning Points Advisors LLC Acquires Shares of 39,780 UBS Group AG $UBS

Winning Points Advisors LLC acquired a new stake in shares of UBS Group AG (NYSE:UBS) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 39,780 shares of the bank’s stock, valued at approximately $1,842,000. UBS Group comprises 1.7% of Winning Points Advisors LLC’s investment portfolio, making the stock its 10th biggest holding.

Other institutional investors have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of UBS Group in the fourth quarter valued at $4,889,413,000. Wellington Management Group LLP raised its stake in shares of UBS Group by 254.9% in the third quarter. Wellington Management Group LLP now owns 63,671,310 shares of the bank’s stock valued at $2,601,589,000 after acquiring an additional 45,731,061 shares during the period. Viking Global Investors LP raised its stake in shares of UBS Group by 407.5% in the third quarter. Viking Global Investors LP now owns 13,096,560 shares of the bank’s stock valued at $534,852,000 after acquiring an additional 10,516,148 shares during the period. Ninety One UK Ltd purchased a new stake in shares of UBS Group in the fourth quarter valued at $411,917,000. Finally, Bank of Montreal Can raised its stake in shares of UBS Group by 248.7% in the third quarter. Bank of Montreal Can now owns 9,325,276 shares of the bank’s stock valued at $380,782,000 after acquiring an additional 6,650,862 shares during the period.

Analyst Ratings Changes

Several brokerages have recently weighed in on UBS. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Barclays raised shares of UBS Group from an “underweight” rating to an “equal weight” rating in a research note on Monday, April 20th. Weiss Ratings downgraded shares of UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Four equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, UBS Group currently has an average rating of “Hold” and a consensus target price of $60.30.

Trending Headlines about UBS Group

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 $3.36 from $3.30 and FY2027 EPS to $4.03 from $3.98, reinforcing the view that profitability could come in above current consensus.
• Positive Sentiment: UBS stock also got a boost after reports that Swiss lawmakers are weighing softer capital rules, which could reduce the bank’s future capital burden and improve returns.
• Neutral Sentiment: UBS has been active in market commentary this week, with the firm’s strategists and analysts appearing in media and publishing sector views, which may be keeping the name in focus among investors.

UBS Group Trading Up 3.0%

UBS stock opened at $48.19 on Friday. The company has a market capitalization of $150.55 billion, a PE ratio of 17.27, a P/E/G ratio of 0.80 and a beta of 1.19. UBS Group AG has a 12 month low of $30.36 and a 12 month high of $49.36. The firm’s 50-day moving average is $44.51 and its 200 day moving average is $43.41. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.85 and a quick ratio of 1.19.

UBS Group (NYSE:UBS) last posted its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, topping the consensus estimate of $0.85 by $0.09. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $13.16 billion. UBS Group had a net margin of 12.66% and a return on equity of 10.05%. On average, research analysts anticipate that UBS Group AG will post 3.27 EPS for the current year.

UBS Group Company Profile

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.