A detailed history of Altman Advisors, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Altman Advisors, Inc. holds 68,581 shares of UBS stock, worth $2.04 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
68,581
Previous 67,912 0.99%
Holding current value
$2.04 Million
Previous $2.01 Million 5.63%
% of portfolio
0.94%
Previous 1.15%

Shares

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

Nov 08, 2024

BUY
$27.97 - $31.42 $18,711 - $21,019
669 Added 0.99%
68,581 $2.12 Million
Q2 2024

Aug 07, 2024

BUY
$26.19 - $31.88 $2,697 - $3,283
103 Added 0.15%
67,912 $2.01 Million
Q1 2024

May 08, 2024

BUY
$27.05 - $31.93 $28,348 - $33,462
1,048 Added 1.57%
67,809 $2.08 Million
Q4 2023

Feb 07, 2024

SELL
$23.36 - $31.19 $40,202 - $53,677
-1,721 Reduced 2.51%
66,761 $2.06 Million
Q3 2023

Nov 14, 2023

SELL
$19.39 - $26.71 $108,118 - $148,934
-5,576 Reduced 7.53%
68,482 $1.69 Million
Q1 2023

May 09, 2023

BUY
$18.2 - $22.16 $19,055 - $23,201
1,047 Added 1.43%
74,058 $1.58 Million
Q4 2022

Feb 08, 2023

SELL
$13.98 - $18.8 $74,010 - $99,527
-5,294 Reduced 6.76%
73,011 $1.36 Million
Q3 2022

Nov 07, 2022

SELL
$14.51 - $17.21 $30,558 - $36,244
-2,106 Reduced 2.62%
78,305 $1.14 Million
Q2 2022

Aug 08, 2022

BUY
$15.58 - $19.96 $97,561 - $124,989
6,262 Added 8.45%
80,411 $1.28 Million
Q1 2022

May 09, 2022

BUY
$15.12 - $21.3 $1.12 Million - $1.58 Million
74,149 New
74,149 $1.45 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 $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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