A detailed history of Diversify Advisory Services, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 12,195 shares of UBS stock, worth $407,191. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,195
Previous 9,866 23.61%
Holding current value
$407,191
Previous $321 Million 22.88%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$29.78 - $33.08 $69,357 - $77,043
2,329 Added 23.61%
12,195 $394 Million
Q3 2024

Oct 24, 2024

SELL
$27.97 - $31.42 $99,741 - $112,043
-3,566 Reduced 26.55%
9,866 $321 Million
Q2 2024

Jul 12, 2024

SELL
$26.19 - $31.88 $537,916 - $654,783
-20,539 Reduced 60.46%
13,432 $407 Million
Q1 2024

Apr 30, 2024

BUY
$27.05 - $31.93 $918,915 - $1.08 Million
33,971 New
33,971 $1.04 Billion

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 $106B
  • 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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