UBS Group AG (NYSE:UBS) Shares Purchased by Helios Capital Management PTE. Ltd.

Helios Capital Management PTE. Ltd. lifted its stake in UBS Group AG (NYSE:UBS) by 14.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 112,000 shares of the bank’s stock after purchasing an additional 13,776 shares during the quarter. UBS Group accounts for 2.0% of Helios Capital Management PTE. Ltd.’s portfolio, making the stock its 17th largest position. Helios Capital Management PTE. Ltd.’s holdings in UBS Group were worth $3,423,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Commerce Bank lifted its holdings in UBS Group by 3.9% during the 3rd quarter. Commerce Bank now owns 9,278 shares of the bank’s stock worth $287,000 after buying an additional 346 shares in the last quarter. Rosenberg Matthew Hamilton lifted its holdings in UBS Group by 15.6% during the 3rd quarter. Rosenberg Matthew Hamilton now owns 2,624 shares of the bank’s stock worth $81,000 after buying an additional 355 shares in the last quarter. TD Private Client Wealth LLC lifted its holdings in UBS Group by 3.2% during the 3rd quarter. TD Private Client Wealth LLC now owns 12,813 shares of the bank’s stock worth $396,000 after buying an additional 394 shares in the last quarter. Legacy Wealth Asset Management LLC lifted its holdings in UBS Group by 0.7% during the 3rd quarter. Legacy Wealth Asset Management LLC now owns 60,705 shares of the bank’s stock worth $1,876,000 after buying an additional 438 shares in the last quarter. Finally, Continuum Advisory LLC lifted its holdings in UBS Group by 41.6% during the 3rd quarter. Continuum Advisory LLC now owns 1,532 shares of the bank’s stock worth $49,000 after buying an additional 450 shares in the last quarter.

UBS Group Price Performance

Shares of UBS opened at $32.43 on Wednesday. UBS Group AG has a twelve month low of $26.00 and a twelve month high of $35.84. The firm’s fifty day simple moving average is $32.42 and its 200-day simple moving average is $31.35. The firm has a market capitalization of $103.99 billion, a price-to-earnings ratio of 27.03 and a beta of 1.16. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 3.87.

UBS Group (NYSE:UBS) last announced its quarterly earnings data on Tuesday, February 4th. The bank reported $0.23 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.08). The firm had revenue of $11.06 billion during the quarter, compared to analyst estimates of $10.90 billion. UBS Group had a net margin of 5.13% and a return on equity of 4.69%. UBS Group’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.09) earnings per share. Equities analysts forecast that UBS Group AG will post 1.39 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on UBS shares. StockNews.com lowered shares of UBS Group from a “buy” rating to a “hold” rating in a report on Wednesday, January 22nd. Kepler Capital Markets upgraded shares of UBS Group from a “hold” rating to a “buy” rating in a report on Friday, January 10th. Finally, BNP Paribas upgraded shares of UBS Group from a “neutral” rating to an “outperform” rating in a report on Friday, January 3rd. Three investment analysts have rated the stock with a hold rating and four have assigned a buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy”.

UBS Group Profile

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.