A detailed history of Bell Investment Advisors, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 187 shares of UBS stock, worth $5,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 187 -0.0%
Holding current value
$5,802
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$27.05 - $31.93 $27 - $31
-1 Reduced 0.53%
187 $5,000
Q4 2023

Feb 14, 2024

SELL
$23.36 - $31.19 $584 - $779
-25 Reduced 11.74%
188 $5,000
Q3 2023

Nov 08, 2023

BUY
$19.39 - $26.71 $1,376 - $1,896
71 Added 50.0%
213 $5,000
Q2 2023

Aug 09, 2023

SELL
$18.91 - $21.91 $1,834 - $2,125
-97 Reduced 40.59%
142 $2,000
Q1 2023

May 10, 2023

SELL
$18.2 - $22.16 $2,802 - $3,412
-154 Reduced 39.19%
239 $5,000
Q4 2022

Feb 08, 2023

SELL
$13.98 - $18.8 $167 - $225
-12 Reduced 2.96%
393 $7,000
Q3 2022

Nov 09, 2022

BUY
$14.51 - $17.21 $217 - $258
15 Added 3.85%
405 $6,000
Q2 2022

Aug 12, 2022

BUY
$15.58 - $19.96 $3,785 - $4,850
243 Added 165.31%
390 $6,000
Q4 2021

Feb 14, 2022

BUY
$15.93 - $18.59 $461 - $539
29 Added 24.58%
147 $3,000
Q3 2021

Nov 12, 2021

BUY
$14.54 - $17.12 $1,715 - $2,020
118 New
118 $2,000

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 $98.7B
  • 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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