A detailed history of Forum Financial Management, LP transactions in Ubs Group Ag stock. As of the latest transaction made, Forum Financial Management, LP holds 56,356 shares of UBS stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
56,356
Previous 56,356 -0.0%
Holding current value
$1.79 Million
Previous $1.66 Million 4.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 09, 2024

BUY
$27.05 - $31.93 $67,760 - $79,984
2,505 Added 4.65%
56,356 $1.73 Million
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $7,428 - $9,918
318 Added 0.59%
53,851 $1.66 Million
Q1 2023

Apr 19, 2023

SELL
$18.2 - $22.16 $182 - $221
-10 Reduced 0.02%
53,533 $1.14 Million
Q4 2022

Jan 24, 2023

BUY
$13.98 - $18.8 $139 - $188
10 Added 0.02%
53,543 $0
Q2 2022

Aug 15, 2022

BUY
$15.58 - $19.96 $15 - $19
1 Added 0.0%
53,533 $868,000
Q1 2022

May 16, 2022

SELL
$15.12 - $21.3 $15 - $21
-1 Reduced -0.0%
53,532 $1.05 Million
Q4 2021

Feb 18, 2022

BUY
$15.93 - $18.59 $852,780 - $995,178
53,533 New
53,533 $957,000

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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