A detailed history of Kestra Private Wealth Services, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,674 shares of UBS stock, worth $289,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,674
Previous 8,968 3.28%
Holding current value
$289,885
Previous $277,000 5.42%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 28, 2025

SELL
$29.78 - $33.08 $8,755 - $9,725
-294 Reduced 3.28%
8,674 $262,000
Q3 2024

Nov 13, 2024

BUY
$27.97 - $31.42 $250,834 - $281,774
8,968 New
8,968 $277,000

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 $106B
  • 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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