A detailed history of Core Cap Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Core Cap Advisors, LLC holds 497 shares of UBS stock, worth $18,821. This represents 0.0% of its overall portfolio holdings.

Number of Shares
497
Previous 497 -0.0%
Holding current value
$18,821
Previous $16,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025

BUY
$26.12 - $33.82 $7,052 - $9,131
270 Added 118.94%
497 $16,000
Q1 2025

May 09, 2025

BUY
$30.28 - $35.78 $2,937 - $3,470
97 Added 74.62%
227 $6,000
Q4 2024

Feb 14, 2025

BUY
$29.78 - $33.08 $2,650 - $2,944
89 Added 217.07%
130 $3,000
Q2 2024

Aug 08, 2024

BUY
$26.19 - $31.88 $1,073 - $1,307
41 New
41 $1,000

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 $121B
  • 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 Core Cap Advisors, LLC Portfolio

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

News

Stay updated on Core Cap Advisors, LLC with notifications on news.