A detailed history of Aj Wealth Strategies, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 26,275 shares of UBS stock, worth $836,858. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,275
Previous 25,893 1.48%
Holding current value
$836,858
Previous $552,000 3.62%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$18.91 - $21.91 $7,223 - $8,369
382 Added 1.48%
26,275 $532,000
Q1 2023

Apr 28, 2023

BUY
$18.2 - $22.16 $471,252 - $573,788
25,893 New
25,893 $552,000

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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