Ratings by UBS (Michael Ward)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (25.35) |
-26.65% | 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 (67.71) |
-0.34% | Details | |
| 4/2/2025 | Unum Group | UNM | New Coverage | Neutral (N/A) |
82.00 (73.52) |
-10.34% | Details | |
| 4/2/2025 | Prudential Financial | PRU | New Coverage | Neutral (N/A) |
111.69 (97.12) |
-13.05% | Details | |
| 4/2/2025 | Principal Financial Group | PFG | New Coverage | Neutral (N/A) |
85.15 (92.26) |
8.35% | Details | |
| 4/2/2025 | MetLife | MET | New Coverage | Buy (N/A) |
81.16 (71.83) |
-11.5% | Details | |
| 4/2/2025 | Lincoln National | LNC | New Coverage | Neutral (N/A) |
36.01 (34.04) |
-5.47% | Details | |
| 4/2/2025 | AFLAC | AFL | New Coverage | Neutral (N/A) |
112.45 (111.29) |
-1.03% | Details | |
| 4/2/2025 | Equitable Holdings Inc | EQH | New Coverage | Buy (N/A) |
52.29 (39.26) |
-24.92% | Details | |
| 4/2/2025 | Reinsurance Group of America | RGA | New Coverage | Neutral (N/A) |
198.27 (207.17) |
4.49% | Details | |
| 4/2/2025 | Corebridge Financial | CRBG | New Coverage | Sell (N/A) |
31.59 (25.35) |
-19.75% | Details |
