A detailed history of Claro Advisors LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Claro Advisors LLC holds 11,682 shares of UBS stock, worth $355,600. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,682
Previous 9,859 18.49%
Holding current value
$355,600
Previous $304,000 17.76%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$27.05 - $31.93 $49,312 - $58,208
1,823 Added 18.49%
11,682 $358,000
Q4 2023

Jan 22, 2024

BUY
$23.36 - $31.19 $2,125 - $2,838
91 Added 0.93%
9,859 $304,000
Q3 2023

Oct 10, 2023

BUY
$19.39 - $26.71 $189,401 - $260,903
9,768 New
9,768 $240,000
Q1 2023

Apr 17, 2023

SELL
$18.2 - $22.16 $5,005 - $6,094
-275 Reduced 2.7%
9,921 $211,000
Q4 2022

Feb 14, 2023

BUY
$13.98 - $18.8 $142,540 - $191,684
10,196 New
10,196 $190,000
Q1 2019

May 10, 2019

SELL
$11.85 - $13.61 $9,859 - $11,323
-832 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$11.81 - $15.57 $9,825 - $12,954
832 New
832 $13,000

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 $96.9B
  • 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 Claro Advisors LLC Portfolio

Follow Claro Advisors 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 Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.