A detailed history of Callan Capital, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Callan Capital, LLC holds 21,330 shares of UBS stock, worth $668,482. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,330
Previous 16,455 29.63%
Holding current value
$668,482
Previous $486,000 35.6%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$27.97 - $31.42 $136,353 - $153,172
4,875 Added 29.63%
21,330 $659,000
Q2 2024

Aug 12, 2024

BUY
$26.19 - $31.88 $57,618 - $70,136
2,200 Added 15.43%
16,455 $486,000
Q1 2024

Oct 22, 2024

SELL
$27.05 - $31.93 $59,510 - $70,246
-2,200 Reduced 13.37%
14,255 $437,000
Q1 2024

May 03, 2024

BUY
$27.05 - $31.93 $385,597 - $455,162
14,255 New
14,255 $437,000

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 $99.7B
  • 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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