Cyndeo Wealth Partners, LLC Ubs Group Ag Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,527 shares of UBS stock, worth $259,391. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,527
Previous 7,346
16.08%
Holding current value
$259,391
Previous $222,000
17.57%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding UBS
# of Institutions
672Shares Held
1.33BCall Options Held
27.1MPut Options Held
47.7M-
Ubs Group Ag147MShares$4.48 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$4 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.9 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.28 Billion0.61% of portfolio
-
Massachusetts Financial Services CO Boston, MA74.4MShares$2.26 Billion0.81% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $96.8B
- 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...