UBS Group Story

UBS -- USA Stock

USD 15.86 0.07 0.44%

Macroaxis Story

As some conservative investors are getting more into financial services space, UBS Group Ag could be a your radar. We will analyze why it could be a much better year for UBS Group shareholders. This post is to show some fundamental factors affecting UBS Group's products and services. I will also report how it may impact the investing outlook for UBS Group in April.

Published over a month ago

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Wild options for UBS Group retail investors

About 49.0% of the company outstanding shares are owned by institutional investors. Insiders ownership of UBS Group Ag refers to the amount of UBS Group Ag equity owned by UBS Group officers, directors, relatives of the leadership team, or anyone who has access to private information before it's made available to the public. Check out our latest analysis of UBS Group, including its current ownership diagnostics.

And What about dividends?

A dividend is the distribution of a portion of UBS Group earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. UBS Group dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. UBS Group one year expected dividend income is about $0.54 per share.

Investing in stocks that pay dividends, such as stock of UBS Group Ag, is one of many strategies that are good for long-term investments. Ex-dividend dates are significant because investors in UBS Group must own a stock before its ex-dividend date to receive its next dividend.

This type of analysis is very useful when you want to generate a past dividend schedule and payout information for UBS Group. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is UBS Group's Liquidity

UBS Group financial leverage refers to using borrowed capital as a funding source to finance UBS Group Ag ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. UBS Group financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Please check the breakdown between UBS Group's total debt and its cash.

How UBS Group utilizes its cash?

To perform a cash flow analysis of UBS Group, investors first need to understand how to read the cash flow statement. A cash flow statement shows the amount of cash UBS Group is receiving and how much cash it distributes out in a given period. The UBS Group cash flow statement breaks down these inflows and outflows into different buckets, including operating activities, investing activities, and financing activities.

Breaking down UBS Group Further

UBS Group Ag shows a total of three billion five hundred fifty million outstanding shares. 30% of UBS Group Ag outstanding shares are owned by institutional holders. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Therefore, institutional investors are subject to different rules and regulation than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or about to change. Please note that no matter how much assets the company owns, if the real value of the entity is less than the current market value, you may not be able to make money on it.

Ownership Breakdown

Retail Investors

51.09%

Institutions

48.86%

	Retail Investors	51.09
	Insiders	0.05
	Institutions	48.86

UBS Group may start a bounce back in April

Semi deviation is down to 1.46. It may connote a possible volatility fall. UBS Group Ag has relatively low volatility with skewness of 0.06 and kurtosis of 0.11. However, we advise all investors to independently investigate UBS Group Ag to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure UBS Group's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact UBS Group's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

The Current Takeaway on UBS Group Investment

While some other entities under the banks?diversified industry are still a bit expensive, UBS Group may offer a potential longer-term growth to retail investors. To conclude, as of the 5th of March 2021, we believe that UBS Group is currently overvalued with close to average probability of financial unrest in the next two years. Our final 30 days recommendation on the enterprise is Strong Hold.

About Contributor

Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America, focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of UBS Group Ag. Please refer to our Terms of Use for any information regarding our disclosure principles.

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