Capital Fund Management S.A. Takes $1.26 Million Position in UBS Group AG $UBS

Capital Fund Management S.A. purchased a new position in UBS Group AG (NYSE:UBS) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 37,132 shares of the bank’s stock, valued at approximately $1,256,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Maseco LLP purchased a new position in UBS Group in the 2nd quarter worth approximately $28,000. Westside Investment Management Inc. grew its position in shares of UBS Group by 535.2% in the second quarter. Westside Investment Management Inc. now owns 1,137 shares of the bank’s stock valued at $38,000 after purchasing an additional 958 shares in the last quarter. Quarry LP acquired a new stake in shares of UBS Group in the first quarter valued at approximately $37,000. Geneos Wealth Management Inc. lifted its position in UBS Group by 62.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,497 shares of the bank’s stock worth $46,000 after buying an additional 573 shares in the last quarter. Finally, Ameritas Advisory Services LLC acquired a new position in UBS Group during the second quarter worth $65,000.

UBS Group Price Performance

Shares of UBS opened at $38.82 on Friday. The firm has a 50-day simple moving average of $38.89 and a two-hundred day simple moving average of $37.37. The stock has a market cap of $124.46 billion, a PE ratio of 17.48, a P/E/G ratio of 0.63 and a beta of 1.13. UBS Group AG has a 1-year low of $25.75 and a 1-year high of $42.56. The company has a debt-to-equity ratio of 3.69, a current ratio of 1.03 and a quick ratio of 1.03.

UBS Group (NYSE:UBS) last posted its quarterly earnings data on Wednesday, October 29th. The bank reported $0.76 earnings per share for the quarter, topping analysts’ consensus estimates of $0.48 by $0.28. UBS Group had a net margin of 11.02% and a return on equity of 8.31%. The firm had revenue of $12.76 billion during the quarter, compared to analysts’ expectations of $9.68 billion. During the same quarter last year, the company posted $0.43 EPS. The firm’s quarterly revenue was up 4.3% on a year-over-year basis. As a group, analysts forecast that UBS Group AG will post 1.9 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on UBS. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UBS Group in a research note on Wednesday, October 8th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a report on Thursday, August 14th. Citigroup reaffirmed a “neutral” rating on shares of UBS Group in a research note on Monday, November 3rd. Wall Street Zen upgraded shares of UBS Group from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, BNP Paribas downgraded shares of UBS Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, UBS Group currently has an average rating of “Moderate Buy”.

About UBS Group

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.