A detailed history of Financial Advocates Investment Management transactions in Ubs Group Ag stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,204 shares of UBS stock, worth $292,134. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,204
Previous 9,598 4.11%
Holding current value
$292,134
Previous $283,000 0.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
$27.97 - $31.42 $11,020 - $12,379
-394 Reduced 4.11%
9,204 $284,000
Q2 2024

Jul 26, 2024

BUY
$26.19 - $31.88 $366 - $446
14 Added 0.15%
9,598 $283,000
Q1 2024

May 01, 2024

BUY
$27.05 - $31.93 $6,167 - $7,280
228 Added 2.44%
9,584 $294,000
Q4 2023

Feb 08, 2024

BUY
$23.36 - $31.19 $218,556 - $291,813
9,356 New
9,356 $289,000

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 $101B
  • 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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