A detailed history of Jones Financial Companies Lllp transactions in Ubs Group Ag stock. As of the latest transaction made, Jones Financial Companies Lllp holds 9,084 shares of UBS stock, worth $288,871. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,084
Previous 2,802 224.2%
Holding current value
$288,871
Previous $82,000 241.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$27.97 - $31.42 $175,707 - $197,380
6,282 Added 224.2%
9,084 $280,000
Q2 2024

Aug 14, 2024

BUY
$26.19 - $31.88 $49,446 - $60,189
1,888 Added 206.56%
2,802 $82,000
Q1 2024

May 14, 2024

BUY
$27.05 - $31.93 $7,736 - $9,131
286 Added 45.54%
914 $28,000
Q4 2023

Feb 13, 2024

SELL
$23.36 - $31.19 $4,508 - $6,019
-193 Reduced 23.51%
628 $19,000
Q3 2023

Nov 14, 2023

BUY
$19.39 - $26.71 $15,919 - $21,928
821 New
821 $20,000
Q4 2022

Feb 13, 2023

BUY
$13.98 - $18.8 $1,439 - $1,936
103 Added 6.78%
1,623 $30,000
Q3 2022

Nov 03, 2022

SELL
$14.51 - $17.21 $3,293 - $3,906
-227 Reduced 12.99%
1,520 $22,000
Q2 2022

Aug 08, 2022

SELL
$15.58 - $19.96 $10,158 - $13,013
-652 Reduced 27.18%
1,747 $28,000
Q1 2022

May 02, 2022

SELL
$15.12 - $21.3 $11,203 - $15,783
-741 Reduced 23.6%
2,399 $47,000
Q4 2021

Feb 11, 2022

BUY
$15.93 - $18.59 $2,373 - $2,769
149 Added 4.98%
3,140 $56,000
Q3 2021

Nov 12, 2021

SELL
$14.54 - $17.12 $29 - $34
-2 Reduced 0.07%
2,991 $48,000
Q2 2021

Aug 12, 2021

BUY
$14.96 - $16.52 $2,004 - $2,213
134 Added 4.69%
2,993 $46,000
Q1 2021

Apr 30, 2021

BUY
$14.29 - $16.1 $11,674 - $13,153
817 Added 40.01%
2,859 $44,000
Q4 2020

Feb 08, 2021

BUY
$11.22 - $14.76 $22,911 - $30,139
2,042 New
2,042 $29,000

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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