A detailed history of Gradient Investments LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Gradient Investments LLC holds 14,882 shares of UBS stock, worth $526,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,882
Previous 15,989 6.92%
Holding current value
$526,376
Previous $494,000 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$29.78 - $33.08 $32,966 - $36,619
-1,107 Reduced 6.92%
14,882 $451,000
Q3 2024

Oct 15, 2024

SELL
$27.97 - $31.42 $3,971 - $4,461
-142 Reduced 0.88%
15,989 $494,000
Q2 2024

Jul 18, 2024

BUY
$26.19 - $31.88 $78 - $95
3 Added 0.02%
16,131 $476,000
Q1 2024

Apr 23, 2024

SELL
$27.05 - $31.93 $50,799 - $59,964
-1,878 Reduced 10.43%
16,128 $495,000
Q4 2023

Jan 18, 2024

SELL
$23.36 - $31.19 $49,102 - $65,561
-2,102 Reduced 10.45%
18,006 $556,000
Q3 2023

Oct 27, 2023

BUY
$19.39 - $26.71 $6,553 - $9,027
338 Added 1.71%
20,108 $495,000
Q2 2023

Jul 11, 2023

SELL
$18.91 - $21.91 $7,866 - $9,114
-416 Reduced 2.06%
19,770 $400,000
Q1 2023

Apr 17, 2023

SELL
$18.2 - $22.16 $46,209 - $56,264
-2,539 Reduced 11.17%
20,186 $430,000
Q4 2022

Jan 10, 2023

SELL
$13.98 - $18.8 $13,155 - $17,690
-941 Reduced 3.98%
22,725 $0
Q3 2022

Oct 14, 2022

SELL
$14.51 - $17.21 $9,126 - $10,825
-629 Reduced 2.59%
23,666 $343,000
Q2 2022

Jul 11, 2022

SELL
$15.58 - $19.96 $1,900 - $2,435
-122 Reduced 0.5%
24,295 $394,000
Q1 2022

May 26, 2022

SELL
$15.12 - $21.3 $15,981 - $22,514
-1,057 Reduced 4.15%
24,417 $477,000
Q4 2021

Jan 12, 2022

SELL
$15.93 - $18.59 $70,617 - $82,409
-4,433 Reduced 14.82%
25,474 $455,000
Q3 2021

Oct 18, 2021

SELL
$14.54 - $17.12 $18,393 - $21,656
-1,265 Reduced 4.06%
29,907 $477,000
Q2 2021

Jul 12, 2021

BUY
$14.96 - $16.52 $16,201 - $17,891
1,083 Added 3.6%
31,172 $478,000
Q1 2021

Apr 21, 2021

SELL
$14.29 - $16.1 $159,362 - $179,547
-11,152 Reduced 27.04%
30,089 $467,000
Q4 2020

Jan 08, 2021

SELL
$11.22 - $14.76 $46,271 - $60,870
-4,124 Reduced 9.09%
41,241 $460,000
Q3 2020

Oct 06, 2020

SELL
$10.51 - $12.52 $92,771 - $110,514
-8,827 Reduced 16.29%
45,365 $506,000
Q2 2020

Jul 10, 2020

SELL
$8.84 - $11.95 $543,898 - $735,247
-61,527 Reduced 53.17%
54,192 $625,000
Q1 2020

Apr 07, 2020

SELL
$7.65 - $13.4 $56,235 - $98,503
-7,351 Reduced 5.97%
115,719 $1.07 Million
Q4 2019

Jan 15, 2020

SELL
$10.58 - $12.58 $114,761 - $136,455
-10,847 Reduced 8.1%
123,070 $1.55 Million
Q3 2019

Oct 10, 2019

BUY
$10.16 - $12.29 $66,070 - $79,921
6,503 Added 5.1%
133,917 $1.52 Million
Q2 2019

Jul 16, 2019

BUY
$11.43 - $13.53 $424,704 - $502,734
37,157 Added 41.17%
127,414 $1.51 Million
Q1 2019

Apr 11, 2019

SELL
$11.85 - $13.61 $585,899 - $672,919
-49,443 Reduced 35.39%
90,257 $1.09 Million
Q4 2018

Jan 18, 2019

SELL
$11.81 - $15.57 $148,947 - $196,368
-12,612 Reduced 8.28%
139,700 $1.73 Million
Q3 2018

Oct 11, 2018

BUY
$14.98 - $16.65 $310,939 - $345,604
20,757 Added 15.78%
152,312 $2.4 Million
Q2 2018

Aug 09, 2018

BUY
$15.15 - $17.65 $336,011 - $391,459
22,179 Added 20.28%
131,555 $2.02 Million
Q1 2018

Apr 11, 2018

BUY
$17.24 - $20.89 $300,148 - $363,694
17,410 Added 18.93%
109,376 $1.93 Million
Q4 2017

Feb 07, 2018

BUY
$16.9 - $18.4 $344,422 - $374,992
20,380 Added 28.47%
91,966 $1.69 Million
Q3 2017

Oct 16, 2017

BUY
$16.16 - $17.58 $1.16 Million - $1.26 Million
71,586
71,586 $1.23 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 $113B
  • 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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