Roundview Capital LLC Makes New $512,000 Investment in UBS Group AG $UBS

Roundview Capital LLC purchased a new position in shares of UBS Group AG (NYSE:UBS) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 11,062 shares of the bank’s stock, valued at approximately $512,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in shares of UBS Group by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 139,105,725 shares of the bank’s stock valued at $6,423,207,000 after acquiring an additional 1,758,287 shares during the last quarter. Fisher Asset Management LLC lifted its stake in shares of UBS Group by 4.8% in the 4th quarter. Fisher Asset Management LLC now owns 64,107,264 shares of the bank’s stock valued at $2,968,807,000 after acquiring an additional 2,938,827 shares during the last quarter. Wellington Management Group LLP lifted its stake in shares of UBS Group by 254.9% in the 3rd 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 last quarter. Capital World Investors lifted its stake in shares of UBS Group by 1.0% in the 3rd quarter. Capital World Investors now owns 37,343,504 shares of the bank’s stock valued at $1,525,163,000 after acquiring an additional 386,264 shares during the last quarter. Finally, Pictet Asset Management Holding SA lifted its stake in shares of UBS Group by 1.8% in the 4th quarter. Pictet Asset Management Holding SA now owns 35,932,192 shares of the bank’s stock valued at $1,676,302,000 after acquiring an additional 629,310 shares during the last quarter.

Key Stories Impacting UBS Group

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

• Positive Sentiment: UBS remained highly influential on Wall Street after it issued a very bullish call on Micron, more than tripling its price target and arguing that strong AI memory demand and long-term supply agreements could fuel further upside. Article Title
• Positive Sentiment: UBS also turned bullish on Ecolab, upgrading the stock to Buy and raising its price target, citing improving pricing trends, volume reacceleration potential, and operational initiatives. Article Title
• Positive Sentiment: UBS highlighted Amazon’s AWS AI backlog as a major underappreciated growth driver, reinforcing the firm’s reputation for identifying AI-related winners. Article Title
• Negative Sentiment: A separate headline said U.S. officials were being urged to probe UBS over historical Nazi-linked accounts tied to a predecessor institution, which could create reputational and legal overhang if it gains traction. Article Title

UBS Group Trading Down 1.3%

UBS opened at $47.17 on Thursday. The business has a 50 day simple moving average of $42.29 and a two-hundred day simple moving average of $42.70. The firm has a market capitalization of $147.36 billion, a price-to-earnings ratio of 16.91, a PEG ratio of 0.82 and a beta of 1.19. 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 AG has a one year low of $30.36 and a one year high of $49.36.

UBS Group (NYSE:UBS) last released its quarterly earnings results on Wednesday, April 29th. The bank reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.09. The business had revenue of $13.64 billion during the quarter, compared to analyst estimates of $13.16 billion. UBS Group had a return on equity of 10.05% and a net margin of 12.66%. Analysts predict that UBS Group AG will post 3.25 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on UBS shares. Morgan Stanley reissued an “underweight” rating on shares of UBS Group in a research note on Thursday, April 23rd. Citigroup reissued a “neutral” rating on shares of UBS Group in a research note on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a research note on Wednesday, May 13th. Royal Bank Of Canada reissued an “outperform” rating on shares of UBS Group in a research note on Thursday, May 7th. Finally, Weiss Ratings lowered UBS Group from a “buy (b+)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Five 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 company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $60.30.

UBS Group 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.