RPg Family Wealth Advisory LLC Boosts Stock Holdings in UBS Group AG (NYSE:UBS)

RPg Family Wealth Advisory LLC lifted its stake in shares of UBS Group AG (NYSE:UBS) by 4.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 276,769 shares of the bank’s stock after purchasing an additional 10,819 shares during the period. UBS Group makes up about 3.0% of RPg Family Wealth Advisory LLC’s holdings, making the stock its 10th biggest position. RPg Family Wealth Advisory LLC’s holdings in UBS Group were worth $8,392,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Berbice Capital Management LLC acquired a new stake in UBS Group during the 4th quarter worth about $27,000. Rakuten Securities Inc. acquired a new stake in shares of UBS Group during the fourth quarter valued at approximately $30,000. Versant Capital Management Inc acquired a new stake in shares of UBS Group during the fourth quarter valued at approximately $40,000. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of UBS Group in the 4th quarter valued at approximately $41,000. Finally, Continuum Advisory LLC grew its position 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 purchasing an additional 450 shares in the last quarter.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. BNP Paribas upgraded UBS Group from a “neutral” rating to an “outperform” rating in a report on Friday, January 3rd. StockNews.com lowered UBS Group from a “buy” rating to a “hold” rating in a research report on Wednesday, January 22nd. Deutsche Bank Aktiengesellschaft upgraded UBS Group from a “hold” rating to a “buy” rating in a report on Monday, February 10th. Morgan Stanley lowered shares of UBS Group from an “overweight” rating to an “equal weight” rating in a research report on Thursday, February 20th. Finally, Kepler Capital Markets raised shares of UBS Group from a “hold” rating to a “buy” rating in a research report on Friday, January 10th. Four analysts have rated the stock with a hold rating and three have issued a buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold”.

UBS Group Stock Performance

Shares of NYSE UBS opened at $31.72 on Friday. The company has a debt-to-equity ratio of 3.76, a current ratio of 1.06 and a quick ratio of 1.05. UBS Group AG has a one year low of $26.01 and a one year high of $35.84. The business’s 50-day moving average price is $33.56 and its two-hundred day moving average price is $32.02. The company has a market capitalization of $101.69 billion, a P/E ratio of 20.87 and a beta of 1.15.

UBS Group (NYSE:UBS) last announced its quarterly earnings results on Tuesday, February 4th. The bank reported $0.23 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.08). The firm had revenue of $11.06 billion during the quarter, compared to the consensus estimate of $10.90 billion. UBS Group had a net margin of 6.93% and a return on equity of 5.93%. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.09) EPS. Analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current fiscal year.

UBS Group Increases Dividend

The firm also recently declared an annual dividend, which will be paid on Thursday, April 17th. Stockholders of record on Wednesday, April 16th will be issued a dividend of $0.90 per share. The ex-dividend date is Wednesday, April 16th. This represents a dividend yield of 2.1%. This is an increase from UBS Group’s previous annual dividend of $0.23. UBS Group’s dividend payout ratio (DPR) is currently 19.08%.

UBS Group Company 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.