Zhang Financial LLC Has $1.22 Million Position in UBS Group AG (NYSE:UBS)

Zhang Financial LLC increased its position in shares of UBS Group AG (NYSE:UBS) by 16.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,211 shares of the bank’s stock after buying an additional 5,571 shares during the quarter. Zhang Financial LLC’s holdings in UBS Group were worth $1,219,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of UBS. Versant Capital Management Inc bought a new stake in UBS Group during the 4th quarter worth about $40,000. Benjamin F. Edwards & Company Inc. increased its position in shares of UBS Group by 566.4% in the second quarter. Benjamin F. Edwards & Company Inc. now owns 1,666 shares of the bank’s stock valued at $49,000 after acquiring an additional 1,416 shares during the last quarter. Continuum Advisory LLC increased its position in shares of UBS Group by 41.6% in the third quarter. Continuum Advisory LLC now owns 1,532 shares of the bank’s stock valued at $49,000 after acquiring an additional 450 shares during the last quarter. FSC Wealth Advisors LLC acquired a new position in UBS Group during the third quarter valued at approximately $71,000. Finally, Rosenberg Matthew Hamilton grew its stake in UBS Group by 15.6% in the third quarter. Rosenberg Matthew Hamilton now owns 2,624 shares of the bank’s stock valued at $81,000 after purchasing an additional 355 shares in the last quarter.

UBS Group Stock Performance

Shares of NYSE UBS opened at $34.05 on Monday. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 3.87. The company has a market capitalization of $109.17 billion, a P/E ratio of 28.37 and a beta of 1.15. UBS Group AG has a 12 month low of $26.00 and a 12 month high of $34.11. The stock has a 50 day moving average of $31.69 and a 200-day moving average of $31.00.

UBS Group (NYSE:UBS) last released its quarterly earnings data on Wednesday, October 30th. The bank reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.28 by $0.15. The firm had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $11.20 billion. UBS Group had a net margin of 5.13% and a return on equity of 4.69%. During the same period in the previous year, the business posted ($0.24) earnings per share. As a group, equities research analysts predict that UBS Group AG will post 1.53 EPS for the current year.

Wall Street Analyst Weigh In

UBS has been the subject of several recent analyst reports. Kepler Capital Markets raised UBS Group from a “hold” rating to a “buy” rating in a report on Friday, January 10th. StockNews.com raised shares of UBS Group from a “hold” rating to a “buy” rating in a research report on Friday, November 1st. Finally, BNP Paribas raised shares of UBS Group from a “neutral” rating to an “outperform” rating in a research report on Friday, January 3rd. Two research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat.com, UBS Group 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.