A detailed history of Copeland Capital Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Copeland Capital Management, LLC holds 171 shares of UBS stock, worth $5,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Holding current value
$5,656
% of portfolio
0.0%

Shares

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

Oct 21, 2024

BUY
$27.97 - $31.42 $4,782 - $5,372
171 New
171 $5,000
Q3 2023

Oct 23, 2023

SELL
$19.39 - $26.71 $833 - $1,148
-43 Reduced 20.09%
171 $4,000
Q1 2022

Apr 18, 2022

BUY
$15.12 - $21.3 $514 - $724
34 Added 18.89%
214 $4,000
Q3 2021

Jan 18, 2022

BUY
$14.54 - $17.12 $2,617 - $3,081
180 New
180 $3,000
Q3 2021

Oct 20, 2021

SELL
$14.54 - $17.12 $2,617 - $3,081
-180 Closed
0 $0
Q2 2021

Jan 18, 2022

BUY
$14.96 - $16.52 $2,692 - $2,973
180 New
180 $3,000

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 $105B
  • 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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