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 $1.89 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,665
Previous 69,478 14.12%
Holding current value
$1.89 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 $101B
  • 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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