A detailed history of Bruce G. Allen Investments, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 3,995 shares of UBS stock, worth $118,971. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,995
Previous 3,343 19.5%
Holding current value
$118,971
Previous $98.8 Million 25.05%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 08, 2024

BUY
$27.97 - $31.42 $18,236 - $20,485
652 Added 19.5%
3,995 $123 Million
Q2 2024

Jul 12, 2024

SELL
$26.19 - $31.88 $18,909 - $23,017
-722 Reduced 17.76%
3,343 $98.8 Million
Q1 2024

Apr 10, 2024

SELL
$27.05 - $31.93 $2,975 - $3,512
-110 Reduced 2.63%
4,065 $125 Million
Q4 2023

Jan 10, 2024

BUY
$23.36 - $31.19 $97,528 - $130,218
4,175 New
4,175 $129 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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