American Trust Investment Advisors, LLC Ubs Group Ag Transaction History
American Trust Investment Advisors, LLC
- $228 Million
- Q3 2024
A detailed history of American Trust Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, American Trust Investment Advisors, LLC holds 11,340 shares of UBS stock, worth $337,705. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,340
Previous 12,780
11.27%
Holding current value
$337,705
Previous $377,000
7.16%
% of portfolio
0.15%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding UBS
# of Institutions
620Shares Held
1.28BCall Options Held
19.4MPut Options Held
24.6M-
Ubs Group Ag155MShares$4.63 Billion1.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$3.77 Billion0.07% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.84 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA91.3MShares$2.72 Billion0.88% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL75.8MShares$2.26 Billion0.61% of portfolio
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...