A detailed history of Altium Wealth Management LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Altium Wealth Management LLC holds 34,106 shares of UBS stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
34,106
Previous 20,380 67.35%
Holding current value
$1.02 Million
Previous $398,000 38.94%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

BUY
$15.58 - $19.96 $213,851 - $273,970
13,726 Added 67.35%
34,106 $553,000
Q1 2022

May 16, 2022

BUY
$15.12 - $21.3 $308,145 - $434,094
20,380 New
20,380 $398,000

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 $94.8B
  • 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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