Concurrent Investment Advisors, LLC Ubs Group Ag Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,134 shares of UBS stock, worth $389,246. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,134
Previous 9,149
10.77%
Holding current value
$389,246
Previous $280 Million
22.31%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UBS
# of Institutions
670Shares Held
1.33BCall Options Held
28.1MPut Options Held
48M-
Ubs Group Ag147MShares$5.66 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$5.05 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.66 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.88 Billion0.61% of portfolio
-
Massachusetts Financial Services CO Boston, MA74.4MShares$2.86 Billion0.81% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $122B
- 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...