A detailed history of Callan Family Office, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Callan Family Office, LLC holds 22,753 shares of UBS stock, worth $793,624. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,753
Previous 25,883 12.09%
Holding current value
$793,624
Previous $785 Million 11.19%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

SELL
$30.28 - $35.78 $94,776 - $111,991
-3,130 Reduced 12.09%
22,753 $697 Million
Q4 2024

Feb 06, 2025

BUY
$29.78 - $33.08 $770,795 - $856,209
25,883 New
25,883 $785 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 $111B
  • 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 Callan Family Office, LLC Portfolio

Follow Callan Family Office, 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 Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.