A detailed history of Claro Advisors LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Claro Advisors LLC holds 10,714 shares of UBS stock, worth $340,062. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,714
Previous 10,714 -0.0%
Holding current value
$340,062
Previous $331,000 -0.0%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Oct 17, 2024

SELL
$27.97 - $31.42 $1,258 - $1,413
-45 Reduced 0.42%
10,714 $331,000
Q2 2024

Jul 31, 2024

SELL
$26.19 - $31.88 $24,173 - $29,425
-923 Reduced 7.9%
10,759 $317,000
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 $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
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