A detailed history of Advisor Partners Ii, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 41,995 shares of UBS stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
41,995
Previous 37,119 13.14%
Holding current value
$1.33 Million
Previous $752,000 37.63%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

BUY
$19.39 - $26.71 $94,545 - $130,237
4,876 Added 13.14%
41,995 $1.04 Million
Q2 2023

Aug 10, 2023

BUY
$18.91 - $21.91 $55,765 - $64,612
2,949 Added 8.63%
37,119 $752,000
Q1 2023

May 15, 2023

BUY
$18.2 - $22.16 $45,409 - $55,289
2,495 Added 7.88%
34,170 $729,000
Q4 2022

Feb 14, 2023

BUY
$13.98 - $18.8 $142,442 - $191,553
10,189 Added 47.42%
31,675 $591,000
Q3 2022

Nov 14, 2022

BUY
$14.51 - $17.21 $311,761 - $369,774
21,486 New
21,486 $312,000

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 $101B
  • 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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