A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 21,658 shares of UBS stock, worth $689,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,658
Previous 20,392 6.21%
Holding current value
$689,374
Previous $602,000 11.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$27.97 - $31.42 $35,410 - $39,777
1,266 Added 6.21%
21,658 $669,000
Q2 2024

Jul 26, 2024

BUY
$26.19 - $31.88 $11,602 - $14,122
443 Added 2.22%
20,392 $602,000
Q1 2024

Apr 24, 2024

BUY
$27.05 - $31.93 $14,120 - $16,667
522 Added 2.69%
19,949 $613,000
Q4 2023

Feb 09, 2024

SELL
$23.36 - $31.19 $13,782 - $18,402
-590 Reduced 2.95%
19,427 $600,000
Q3 2023

Oct 24, 2023

SELL
$19.39 - $26.71 $17,606 - $24,252
-908 Reduced 4.34%
20,017 $493,000
Q2 2023

Jul 13, 2023

SELL
$18.91 - $21.91 $28,100 - $32,558
-1,486 Reduced 6.63%
20,925 $424,000
Q1 2023

May 11, 2023

SELL
$18.2 - $22.16 $1,692 - $2,060
-93 Reduced 0.41%
22,411 $478,000
Q4 2022

Feb 08, 2023

SELL
$13.98 - $18.8 $24,381 - $32,787
-1,744 Reduced 7.19%
22,504 $420,000
Q3 2022

Oct 17, 2022

SELL
$14.51 - $17.21 $24,289 - $28,809
-1,674 Reduced 6.46%
24,248 $351,000
Q2 2022

Jul 13, 2022

BUY
$15.58 - $19.96 $18,633 - $23,872
1,196 Added 4.84%
25,922 $420,000
Q1 2022

May 12, 2022

BUY
$15.12 - $21.3 $21,349 - $30,075
1,412 Added 6.06%
24,726 $483,000
Q4 2021

Feb 03, 2022

BUY
$15.93 - $18.59 $6,308 - $7,361
396 Added 1.73%
23,314 $416,000
Q3 2021

Nov 02, 2021

BUY
$14.54 - $17.12 $23,016 - $27,100
1,583 Added 7.42%
22,918 $365,000
Q2 2021

Aug 10, 2021

SELL
$14.96 - $16.52 $8,826 - $9,746
-590 Reduced 2.69%
21,335 $327,000
Q1 2021

May 07, 2021

BUY
$14.29 - $16.1 $14,590 - $16,438
1,021 Added 4.88%
21,925 $340,000
Q4 2020

Feb 04, 2021

SELL
$11.22 - $14.76 $50,243 - $66,095
-4,478 Reduced 17.64%
20,904 $295,000
Q3 2020

Oct 29, 2020

BUY
$10.51 - $12.52 $37,478 - $44,646
3,566 Added 16.35%
25,382 $283,000
Q2 2020

Jul 27, 2020

SELL
$8.84 - $11.95 $963 - $1,302
-109 Reduced 0.5%
21,816 $251,000
Q1 2020

May 08, 2020

BUY
$7.65 - $13.4 $13,884 - $24,321
1,815 Added 9.03%
21,925 $203,000
Q4 2019

Feb 04, 2020

BUY
$10.58 - $12.58 $19,382 - $23,046
1,832 Added 10.02%
20,110 $252,000
Q3 2019

Nov 06, 2019

SELL
$10.16 - $12.29 $17,475 - $21,138
-1,720 Reduced 8.6%
18,278 $206,000
Q2 2019

Aug 15, 2019

BUY
$11.43 - $13.53 $22,219 - $26,302
1,944 Added 10.77%
19,998 $0
Q1 2019

May 08, 2019

BUY
$11.85 - $13.61 $6,185 - $7,104
522 Added 2.98%
18,054 $0
Q4 2018

Feb 05, 2019

BUY
$11.81 - $15.57 $377 - $498
32 Added 0.18%
17,532 $217,000
Q3 2018

Nov 02, 2018

BUY
$14.98 - $16.65 $12,028 - $13,369
803 Added 4.81%
17,500 $0
Q2 2018

Aug 10, 2018

SELL
$15.15 - $17.65 $11,226 - $13,078
-741 Reduced 4.25%
16,697 $0
Q1 2018

May 09, 2018

SELL
$17.24 - $20.89 $67,132 - $81,345
-3,894 Reduced 18.25%
17,438 $0
Q4 2017

Feb 22, 2018

BUY
$16.9 - $18.4 $7,537 - $8,206
446 Added 2.14%
21,332 $0
Q3 2017

Nov 07, 2017

SELL
$16.16 - $17.58 $65,108 - $70,829
-4,029 Reduced 16.17%
20,886 $358,000
Q2 2017

Aug 08, 2017

BUY
N/A
24,915
24,915 $423,000

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 $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
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. 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 Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.