A detailed history of Drive Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Drive Wealth Management, LLC holds 11,100 shares of UBS stock, worth $328,560. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,100
Previous 10,751 3.25%
Holding current value
$328,560
Previous $330,000 0.91%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$26.19 - $31.88 $9,140 - $11,126
349 Added 3.25%
11,100 $327,000
Q1 2024

Apr 22, 2024

BUY
$27.05 - $31.93 $12,145 - $14,336
449 Added 4.36%
10,751 $330,000
Q4 2023

Jan 22, 2024

BUY
$23.36 - $31.19 $10,021 - $13,380
429 Added 4.35%
10,302 $318,000
Q3 2023

Oct 10, 2023

BUY
$19.39 - $26.71 $191,437 - $263,707
9,873 New
9,873 $243,000

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 $94.2B
  • 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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