Sign in

    Nasib Ahmed

    senior equity analyst at UBS Group AG

    Nasib Ahmed is a senior equity analyst at UBS Group AG specializing in European insurance, with a focus on leading firms such as Helvetia, Swiss Life, and Baloise Group. He issues investment recommendations and target prices—recently rated Helvetia at CHF 213 (Buy), Baloise at CHF 215 (Buy), and Swiss Life as Hold—demonstrating an active track record guiding institutional investors on large-cap insurance equities. Ahmed has served at UBS for multiple years, consistently appearing in consensus forecast panels for major listed insurers, with previous experience unlisted in public sources. He holds advanced professional credentials typical for such a senior sell-side role, including FINRA registration and the regulatory licenses required for equity research in Europe.

    Nasib Ahmed's questions to PRUDENTIAL (PUK) leadership

    Nasib Ahmed's questions to PRUDENTIAL (PUK) leadership • H1 2025

    Question

    Nasib Ahmed of UBS Group questioned if further geographic exits were planned, the possibility of increasing ownership in the Malaysian business, and the timeline for operating variances to return to historical positive levels. He also asked about the spending pace of the $1 billion capability investment.

    Answer

    CEO Anil Wadhwani stated the Africa exits reflect capital discipline and that he could not comment on potential changes to the Malaysian ownership structure. CFO Ben Bulmer confirmed the goal is to return to historic positive variance levels by 2027, driven by underwriting improvements, claims management, and cost containment. Management also detailed the investment spending cadence through 2026.

    Ask Fintool Equity Research AI

    Nasib Ahmed's questions to AEGON (AEG) leadership

    Nasib Ahmed's questions to AEGON (AEG) leadership • H1 2025

    Question

    Nasib Ahmed of UBS Group AG asked about the M&A outlook, including potential divestitures of financial assets and acquisitions, and how a U.S. re-domiciliation might influence this. He also questioned why the U.S. IFRS operating profit guidance was raised while the OCG guidance remained unchanged.

    Answer

    CEO Lard Friese stated that Aegon's disciplined M&A approach is unchanged but being physically located in their largest market would be beneficial. CFO Duncan Russell added that Aegon continues to evaluate all options for its financial assets. Regarding guidance, Mr. Russell explained the divergence is due to strong IFRS profit performance in H1, which is expected to continue, whereas OCG performed more in line with previous guidance. He highlighted that accounting differences, such as the treatment of new business growth, cause the metrics to move differently.

    Ask Fintool Equity Research AI