Ever Source Wealth Advisors, LLC Ubs Group Ag Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,555 shares of UBS stock, worth $313,881. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,555
Previous 15,115
36.78%
Holding current value
$313,881
Previous $458,000
36.24%
% of portfolio
0.02%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding UBS
# of Institutions
672Shares Held
1.33BCall Options Held
27.1MPut Options Held
47.7M-
Ubs Group Ag147MShares$4.84 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$4.32 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.13 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.46 Billion0.61% of portfolio
-
Massachusetts Financial Services CO Boston, MA74.4MShares$2.44 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 $105B
- 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...