A detailed history of Atria Investments LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Atria Investments LLC holds 59,665 shares of UBS stock, worth $1.78 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,665
Previous 69,478 14.12%
Holding current value
$1.78 Million
Previous $2.05 Million 10.14%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 01, 2024

SELL
$27.97 - $31.42 $274,469 - $308,324
-9,813 Reduced 14.12%
59,665 $1.84 Million
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $105,676 - $128,635
4,035 Added 6.17%
69,478 $2.05 Million
Q1 2024

May 21, 2024

SELL
$27.05 - $31.93 $219,375 - $258,952
-8,110 Reduced 11.03%
65,443 $2.01 Million
Q4 2023

Feb 14, 2024

BUY
$23.36 - $31.19 $59,007 - $78,785
2,526 Added 3.56%
73,553 $2.27 Million
Q3 2023

Nov 07, 2023

BUY
$19.39 - $26.71 $68,776 - $94,740
3,547 Added 5.26%
71,027 $1.75 Million
Q2 2023

Aug 04, 2023

BUY
$18.91 - $21.91 $145,209 - $168,246
7,679 Added 12.84%
67,480 $1.37 Million
Q1 2023

May 10, 2023

BUY
$18.2 - $22.16 $1.09 Million - $1.33 Million
59,801 New
59,801 $1.28 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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.