A detailed history of Empower Advisory Group, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Empower Advisory Group, LLC holds 7,153 shares of UBS stock, worth $224,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,153
Previous 6,850 4.42%
Holding current value
$224,747
Previous $202,000 9.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

BUY
$27.97 - $31.42 $8,474 - $9,520
303 Added 4.42%
7,153 $221,000
Q1 2024

May 02, 2024

BUY
$27.05 - $31.93 $3,110 - $3,671
115 Added 1.71%
6,850 $210,000
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $157,329 - $210,064
6,735 New
6,735 $208,000

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 $100B
  • 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 Empower Advisory Group, LLC Portfolio

Follow Empower Advisory Group, 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 Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.