A detailed history of Cape Investment Advisory, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 559 shares of UBS stock, worth $21,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
559
Previous 406 37.68%
Holding current value
$21,577
Previous $12.4 Million 52.02%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025

BUY
$26.12 - $33.82 $3,996 - $5,174
153 Added 37.68%
559 $18.9 Million
Q1 2025

May 16, 2025

SELL
$30.28 - $35.78 $3,573 - $4,222
-118 Reduced 22.52%
406 $12.4 Million
Q1 2024

Jun 21, 2024

BUY
$27.05 - $31.93 $14,174 - $16,731
524 New
524 $16.1 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 $123B
  • 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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