A detailed history of Kayne Anderson Rudnick Investment Management LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Kayne Anderson Rudnick Investment Management LLC holds 65 shares of UBS stock, worth $2,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Previous 65 -0.0%
Holding current value
$2,067
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$26.19 - $31.88 $8,616 - $10,488
-329 Reduced 83.5%
65 $1,000
Q1 2024

May 14, 2024

BUY
$27.05 - $31.93 $8,899 - $10,504
329 Added 506.15%
394 $12,000
Q4 2023

Feb 13, 2024

BUY
$23.36 - $31.19 $397 - $530
17 Added 35.42%
65 $2,000
Q2 2023

Aug 11, 2023

BUY
$18.91 - $21.91 $907 - $1,051
48 New
48 $0

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
Track This Portfolio

Track Kayne Anderson Rudnick Investment Management LLC Portfolio

Follow Kayne Anderson Rudnick Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kayne Anderson Rudnick Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kayne Anderson Rudnick Investment Management LLC with notifications on news.