A detailed history of Independent Advisor Alliance transactions in Ubs Group Ag stock. As of the latest transaction made, Independent Advisor Alliance holds 85,636 shares of UBS stock, worth $2.73 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
85,636
Previous 86,141 0.59%
Holding current value
$2.73 Million
Previous $2.54 Million 4.05%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024

SELL
$27.97 - $31.42 $14,124 - $15,867
-505 Reduced 0.59%
85,636 $2.65 Million
Q2 2024

Aug 12, 2024

SELL
$26.19 - $31.88 $20,690 - $25,185
-790 Reduced 0.91%
86,141 $2.54 Million
Q1 2024

May 08, 2024

SELL
$27.05 - $31.93 $88,128 - $104,027
-3,258 Reduced 3.61%
86,931 $2.67 Million
Q4 2023

Feb 08, 2024

SELL
$23.36 - $31.19 $91,104 - $121,641
-3,900 Reduced 4.15%
90,189 $2.79 Million
Q3 2023

Oct 24, 2023

SELL
$19.39 - $26.71 $47,389 - $65,279
-2,444 Reduced 2.53%
94,089 $2.32 Million
Q2 2023

Jul 28, 2023

SELL
$18.91 - $21.91 $135,338 - $156,809
-7,157 Reduced 6.9%
96,533 $1.96 Million
Q1 2023

May 12, 2023

SELL
$18.2 - $22.16 $39,767 - $48,419
-2,185 Reduced 2.06%
103,690 $2.21 Million
Q4 2022

Feb 13, 2023

SELL
$13.98 - $18.8 $261,384 - $351,503
-18,697 Reduced 15.01%
105,875 $1.98 Million
Q3 2022

Nov 04, 2022

SELL
$14.51 - $17.21 $50,814 - $60,269
-3,502 Reduced 2.73%
124,572 $1.81 Million
Q2 2022

Aug 04, 2022

SELL
$15.58 - $19.96 $216,702 - $277,623
-13,909 Reduced 9.8%
128,074 $2.08 Million
Q1 2022

May 06, 2022

BUY
$15.12 - $21.3 $2.15 Million - $3.02 Million
141,983 New
141,983 $2.77 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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