Ratings by UBS (Michael Ward)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/11/2026 | Equitable Holdings Inc | EQH | Maintain | Buy (Buy) |
|
Details | ||
| 4/28/2026 | Corebridge Financial | CRBG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2026 | Voya Financial | VOYA | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2026 | Equitable Holdings Inc | EQH | Maintain | Buy (Buy) |
|
Details | ||
| 2/5/2026 | MetLife | MET | Maintain | Buy (Buy) |
|
Details | ||
| 2/4/2026 | Voya Financial | VOYA | Maintain | Buy (Buy) |
|
Details | ||
| 1/8/2026 | MetLife | MET | Maintain | Buy (Buy) |
|
Details | ||
| 1/8/2026 | Corebridge Financial | CRBG | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/8/2026 | Principal Financial Group | PFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | MetLife | MET | Maintain | Buy (Buy) |
|
Details | ||
| 10/31/2025 | Lincoln National | LNC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | MetLife | MET | Maintain | Buy (Buy) |
|
Details | ||
| 8/6/2025 | AFLAC | AFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/6/2025 | Voya Financial | VOYA | Maintain | Buy (Buy) |
|
Details | ||
| 7/30/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/29/2025 | Principal Financial Group | PFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/15/2025 | Voya Financial | VOYA | Maintain | Buy (Buy) |
|
Details | ||
| 7/11/2025 | Corebridge Financial | CRBG | Upgrade | Neutral (Sell) |
34.56 (29.09) |
-15.83% | Details | |
| 5/27/2025 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2025 | Equitable Holdings Inc | EQH | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Voya Financial | VOYA | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Principal Financial Group | PFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | Voya Financial | VOYA | New Coverage | Buy (N/A) |
67.94 (92.36) |
35.94% | Details | |
| 4/2/2025 | Unum Group | UNM | New Coverage | Neutral (N/A) |
82.00 (90.58) |
10.46% | Details | |
| 4/2/2025 | Prudential Financial | PRU | New Coverage | Neutral (N/A) |
111.69 (108.26) |
-3.07% | Details | |
| 4/2/2025 | Principal Financial Group | PFG | New Coverage | Neutral (N/A) |
85.15 (111.23) |
30.63% | Details | |
| 4/2/2025 | MetLife | MET | New Coverage | Buy (N/A) |
81.16 (87.56) |
7.89% | Details | |
| 4/2/2025 | Lincoln National | LNC | New Coverage | Neutral (N/A) |
36.01 (37.68) |
4.64% | Details | |
| 4/2/2025 | AFLAC | AFL | New Coverage | Neutral (N/A) |
112.45 (116.55) |
3.65% | Details | |
| 4/2/2025 | Equitable Holdings Inc | EQH | New Coverage | Buy (N/A) |
52.29 (44.98) |
-13.98% | Details | |
| 4/2/2025 | Reinsurance Group of America | RGA | New Coverage | Neutral (N/A) |
198.27 (209.15) |
5.49% | Details | |
| 4/2/2025 | Corebridge Financial | CRBG | New Coverage | Sell (N/A) |
31.59 (29.09) |
-7.91% | Details |
