A detailed history of Jackson Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 151,529 shares of UBS stock, worth $4.65 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
151,529
Previous 87,393 73.39%
Holding current value
$4.65 Million
Previous $2.58 Million 81.44%
% of portfolio
0.8%
Previous 0.76%

Shares

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

Oct 22, 2024

BUY
$27.97 - $31.42 $1.79 Million - $2.02 Million
64,136 Added 73.39%
151,529 $4.68 Million
Q2 2024

Jul 01, 2024

SELL
$26.19 - $31.88 $1.63 Million - $1.98 Million
-62,228 Reduced 41.59%
87,393 $2.58 Million
Q1 2024

Jun 11, 2024

BUY
$27.05 - $31.93 $212,802 - $251,193
7,867 Added 5.55%
149,621 $4.6 Million
Q4 2023

Feb 14, 2024

BUY
$23.36 - $31.19 $31,933 - $42,636
1,367 Added 0.97%
141,754 $4.38 Million
Q3 2023

Nov 14, 2023

BUY
$19.39 - $26.71 $75,388 - $103,848
3,888 Added 2.85%
140,387 $3.46 Million
Q2 2023

Aug 02, 2023

BUY
$18.91 - $21.91 $63,859 - $73,990
3,377 Added 2.54%
136,499 $2.77 Million
Q1 2023

May 12, 2023

BUY
$18.2 - $22.16 $2.42 Million - $2.95 Million
133,122 New
133,122 $2.84 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 $97.7B
  • 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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