A detailed history of Dakota Wealth Management transactions in Ubs Group Ag stock. As of the latest transaction made, Dakota Wealth Management holds 13,570 shares of UBS stock, worth $430,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,570
Previous 14,013 3.16%
Holding current value
$430,711
Previous $413,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$27.97 - $31.42 $12,390 - $13,919
-443 Reduced 3.16%
13,570 $419,000
Q2 2024

Jul 19, 2024

SELL
$26.19 - $31.88 $15,268 - $18,586
-583 Reduced 3.99%
14,013 $413,000
Q1 2024

Apr 24, 2024

SELL
$27.05 - $31.93 $18,312 - $21,616
-677 Reduced 4.43%
14,596 $448,000
Q4 2023

Jan 30, 2024

BUY
$23.36 - $31.19 $356,777 - $476,364
15,273 New
15,273 $471,000

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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