A detailed history of Concurrent Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,149 shares of UBS stock, worth $276,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,149
Holding current value
$276,574
% of portfolio
0.01%

Shares

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

Apr 29, 2025

BUY
$30.28 - $35.78 $277,031 - $327,351
9,149 New
9,149 $280 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 $96.2B
  • 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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