A detailed history of Financial Perspectives, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,894 shares of UBS stock, worth $155,971. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,894
Previous 4,894 -0.0%
Holding current value
$155,971
Previous $145 Million 4.64%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$27.05 - $31.93 $21,640 - $25,544
800 Added 19.54%
4,894 $150 Million
Q4 2021

Jan 09, 2024

BUY
$15.93 - $18.59 $65,217 - $76,107
4,094 New
4,094 $73.2 Million
Q3 2021

Jan 09, 2024

SELL
$14.54 - $17.12 $181,750 - $214,000
-12,500 Closed
0 $0
Q2 2021

Jan 09, 2024

SELL
$14.96 - $16.52 $2.72 Million - $3 Million
-181,625 Reduced 93.56%
12,500 $192 Million
Q1 2021

Jan 09, 2024

BUY
$14.29 - $16.1 $2.6 Million - $2.92 Million
181,625 Added 1453.0%
194,125 $12.5 Million
Q4 2019

Jan 09, 2024

BUY
$10.58 - $12.58 $132,250 - $157,250
12,500 New
12,500 $157 Million

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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