UBS Group AG (NYSE:UBS) Shares Purchased by Syon Capital LLC

Syon Capital LLC boosted its holdings in UBS Group AG (NYSE:UBSFree Report) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 49,175 shares of the bank’s stock after acquiring an additional 3,500 shares during the period. Syon Capital LLC’s holdings in UBS Group were worth $1,520,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Anchor Investment Management LLC acquired a new position in UBS Group during the fourth quarter worth $28,000. Cary Street Partners Investment Advisory LLC lifted its stake in UBS Group by 61.8% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 1,340 shares of the bank’s stock worth $33,000 after purchasing an additional 512 shares in the last quarter. First Horizon Advisors Inc. lifted its stake in UBS Group by 91.2% during the fourth quarter. First Horizon Advisors Inc. now owns 1,543 shares of the bank’s stock worth $48,000 after purchasing an additional 736 shares in the last quarter. Naples Money Management LLC acquired a new position in UBS Group during the fourth quarter worth $51,000. Finally, Global Retirement Partners LLC lifted its stake in UBS Group by 24.0% during the fourth quarter. Global Retirement Partners LLC now owns 2,080 shares of the bank’s stock worth $61,000 after purchasing an additional 402 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Citigroup cut UBS Group from a “buy” rating to a “neutral” rating in a research note on Tuesday, April 23rd. Morgan Stanley raised UBS Group from an “equal weight” rating to an “overweight” rating in a research report on Friday, March 8th. Finally, BNP Paribas lowered UBS Group from an “outperform” rating to a “neutral” rating in a research report on Monday, April 22nd. Four investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold”.

Check Out Our Latest Analysis on UBS Group

UBS Group Price Performance

NYSE:UBS traded down $0.02 during trading hours on Friday, hitting $30.40. The company’s stock had a trading volume of 1,583,768 shares, compared to its average volume of 1,568,840. The stock has a fifty day moving average of $29.54 and a 200-day moving average of $29.55. The company has a debt-to-equity ratio of 4.00, a quick ratio of 1.08 and a current ratio of 1.08. UBS Group AG has a 52-week low of $19.25 and a 52-week high of $32.13.

UBS Group (NYSE:UBSGet Free Report) last posted its earnings results on Tuesday, May 7th. The bank reported $0.52 EPS for the quarter, beating the consensus estimate of $0.23 by $0.29. The firm had revenue of $12.74 billion for the quarter, compared to analyst estimates of $12.05 billion. UBS Group had a return on equity of 7.78% and a net margin of 39.78%. Equities research analysts expect that UBS Group AG will post 0.78 EPS for the current fiscal year.

UBS Group 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.

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

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