UBS Group (NYSE:UBS) Shares Unloaded Rep. Bruce Westerman

Representative Bruce Westerman (R-Arkansas) recently sold shares of UBS Group AG (NYSE:UBS). In a filing disclosed on May 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in UBS Group stock on April 21st. The trade occurred in the Representative’s “FISHER IRA” account.

Representative Bruce Westerman also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of UniCredit (OTCMKTS:UNCRY) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of CSX (NASDAQ:CSX) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Siemens Aktiengesellschaft (OTCMKTS:SIEGY) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of GSK (NYSE:GSK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Abbott Laboratories (NYSE:ABT) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 4/21/2025.
• Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 4/21/2025.

UBS Group Price Performance

NYSE UBS opened at $32.76 on Thursday. The company has a 50-day moving average price of $30.36 and a 200-day moving average price of $31.83. UBS Group AG has a 52 week low of $25.75 and a 52 week high of $35.84. The company has a quick ratio of 1.05, a current ratio of 1.06 and a debt-to-equity ratio of 3.76. The firm has a market capitalization of $105.04 billion, a P/E ratio of 21.55 and a beta of 1.15.

UBS Group (NYSE:UBS) last announced its earnings results on Wednesday, April 30th. The bank reported $0.51 EPS for the quarter, beating analysts’ consensus estimates of $0.42 by $0.09. The business had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $10.19 billion. UBS Group had a net margin of 6.93% and a return on equity of 5.93%. Equities research analysts anticipate that UBS Group AG will post 1.9 earnings per share for the current year.

Wall Street Analysts Forecast Growth

UBS has been the topic of a number of analyst reports. Bank of America cut UBS Group from a “neutral” rating to an “underperform” rating in a research report on Thursday, March 27th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of UBS Group in a report on Monday. DZ Bank raised UBS Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 6th. StockNews.com cut shares of UBS Group from a “buy” rating to a “hold” rating in a research report on Wednesday, January 22nd. Finally, Morgan Stanley cut shares of UBS Group from an “overweight” rating to an “equal weight” rating in a research report on Thursday, February 20th. One equities research analyst has rated the stock with a sell rating, three have assigned a hold rating, three have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, UBS Group presently has an average rating of “Moderate Buy”.

Hedge Funds Weigh In On UBS Group

A number of large investors have recently made changes to their positions in UBS. Wealth Enhancement Advisory Services LLC grew its position in UBS Group by 1.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 106,019 shares of the bank’s stock valued at $3,277,000 after acquiring an additional 1,114 shares during the last quarter. Ritholtz Wealth Management boosted its position in UBS Group by 16.6% during the 4th quarter. Ritholtz Wealth Management now owns 206,803 shares of the bank’s stock valued at $6,270,000 after acquiring an additional 29,367 shares in the last quarter. Kingsview Wealth Management LLC purchased a new position in UBS Group in the fourth quarter valued at about $218,000. M.E. Allison & CO. Inc. purchased a new position in shares of UBS Group in the 4th quarter worth approximately $354,000. Finally, Jones Financial Companies Lllp lifted its position in UBS Group by 142.4% during the fourth quarter. Jones Financial Companies Lllp now owns 22,023 shares of the bank’s stock valued at $668,000 after acquiring an additional 12,939 shares during the last quarter.

About Representative Westerman

Bruce Westerman (Republican Party) is a member of the U.S. House, representing Arkansas’ 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Westerman (Republican Party) is running for re-election to the U.S. House to represent Arkansas’ 4th Congressional District. He declared candidacy for the 2026 election.

Westerman earned his BSBAGE in biological and agricultural engineering from the University of Arkansas in 1990 and his MF in forestry from Yale University in 2001. His professional experience includes working as a plant engineer for Riceland Foods and an engineer/forester for Mid-South Engineering Company.

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.