A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 52,746 shares of UBS stock, worth $1.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
52,746
Previous 63,958 17.53%
Holding current value
$1.64 Million
Previous $1.96 Million 20.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 16, 2024

SELL
$26.19 - $31.88 $293,642 - $357,438
-11,212 Reduced 17.53%
52,746 $1.56 Million
Q1 2024

May 06, 2024

SELL
$27.05 - $31.93 $187,240 - $221,019
-6,922 Reduced 9.77%
63,958 $1.96 Million
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $779,009 - $1.04 Million
33,348 Added 88.85%
70,880 $2.19 Million
Q3 2023

Nov 13, 2023

BUY
$19.39 - $26.71 $727,745 - $1 Million
37,532 New
37,532 $925,000

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 $98.7B
  • 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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