A detailed history of Rothschild Investment LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Rothschild Investment LLC holds 3,757 shares of UBS stock, worth $124,281. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,757
Previous 3,523 6.64%
Holding current value
$124,281
Previous $104 Million 11.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$27.97 - $31.42 $6,544 - $7,352
234 Added 6.64%
3,757 $116 Million
Q2 2024

Jul 30, 2024

BUY
$26.19 - $31.88 $92,267 - $112,313
3,523 New
3,523 $104 Million
Q1 2024

Jul 31, 2024

BUY
$27.05 - $31.93 $5,707 - $6,737
211 Added 8.94%
2,570 $79 Million
Q4 2023

Jul 31, 2024

SELL
$23.36 - $31.19 $27,191 - $36,305
-1,164 Reduced 33.04%
2,359 $72.9 Million

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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