A detailed history of Allworth Financial LP transactions in Ubs Group Ag stock. As of the latest transaction made, Allworth Financial LP holds 4,921 shares of UBS stock, worth $147,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,921
Previous 4,496 9.45%
Holding current value
$147,187
Previous $138,000 5.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 23, 2024

BUY
$26.19 - $31.88 $11,130 - $13,549
425 Added 9.45%
4,921 $145,000
Q1 2024

Apr 25, 2024

SELL
$27.05 - $31.93 $486 - $574
-18 Reduced 0.4%
4,496 $138,000
Q4 2023

Jan 24, 2024

BUY
$23.36 - $31.19 $8,432 - $11,259
361 Added 8.69%
4,514 $139,000
Q3 2023

Oct 31, 2023

BUY
$19.39 - $26.71 $54,020 - $74,414
2,786 Added 203.8%
4,153 $102,000
Q2 2023

Jul 18, 2023

SELL
$18.91 - $21.91 $8,452 - $9,793
-447 Reduced 24.64%
1,367 $27,000
Q1 2023

Apr 18, 2023

BUY
$18.2 - $22.16 $21,730 - $26,459
1,194 Added 192.58%
1,814 $38,000
Q4 2022

Jan 13, 2023

SELL
$13.98 - $18.8 $3,341 - $4,493
-239 Reduced 27.82%
620 $0
Q3 2022

Oct 18, 2022

SELL
$14.51 - $17.21 $2,785 - $3,304
-192 Reduced 18.27%
859 $12,000
Q2 2022

Jul 13, 2022

BUY
$15.58 - $19.96 $9,986 - $12,794
641 Added 156.34%
1,051 $17,000
Q3 2017

Oct 12, 2017

BUY
$16.16 - $17.58 $6,625 - $7,207
410
410 $7,000

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 $95.2B
  • 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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