A detailed history of Ci Private Wealth, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Ci Private Wealth, LLC holds 64,098 shares of UBS stock, worth $2.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64,098
Previous 51,336 24.86%
Holding current value
$2.12 Million
Previous $1.58 Million 20.04%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $334,236 - $406,852
12,762 Added 24.86%
64,098 $1.89 Million
Q1 2024

May 09, 2024

BUY
$27.05 - $31.93 $239,013 - $282,133
8,836 Added 20.79%
51,336 $1.58 Million
Q4 2023

Feb 09, 2024

SELL
$23.36 - $31.19 $65,758 - $87,799
-2,815 Reduced 6.21%
42,500 $1.31 Million
Q3 2023

Nov 03, 2023

SELL
$19.39 - $26.71 $2,384 - $3,285
-123 Reduced 0.27%
45,315 $1.12 Million
Q2 2023

Aug 10, 2023

BUY
$18.91 - $21.91 $6,278 - $7,274
332 Added 0.74%
45,438 $921,000
Q1 2023

May 15, 2023

BUY
$18.2 - $22.16 $498,953 - $607,516
27,415 Added 154.97%
45,106 $962,000
Q4 2022

Feb 15, 2023

BUY
$13.98 - $18.8 $247,320 - $332,590
17,691 New
17,691 $330,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $105B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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