Ever Source Wealth Advisors, LLC Ubs Group Ag Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 11,149 shares of UBS stock, worth $433,361. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,149
Previous 9,555
16.68%
Holding current value
$433,361
Previous $292,000
29.11%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding UBS
# of Institutions
710Shares Held
1.4BCall Options Held
28.2MPut Options Held
35M-
Norges Bank Oslo, Q8144MShares$5.6 Billion0.63% of portfolio
-
Vanguard Group Inc Valley Forge, PA135MShares$5.26 Billion0.08% of portfolio
-
Ubs Group Ag116MShares$4.51 Billion0.71% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL70.7MShares$2.75 Billion0.5% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $124B
- 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...