A detailed history of Kovitz Investment Group Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 46,946 shares of UBS stock, worth $1.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46,946
Previous 46,946 -0.0%
Holding current value
$1.55 Million
Previous $1.42 Million -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

SELL
$29.78 - $33.08 $24,568 - $27,291
-825 Reduced 1.73%
46,946 $1.42 Million
Q3 2024

Nov 14, 2024

BUY
$27.97 - $31.42 $344,674 - $387,188
12,323 Added 34.76%
47,771 $1.48 Million
Q2 2024

Aug 14, 2024

BUY
$26.19 - $31.88 $928,383 - $1.13 Million
35,448 New
35,448 $1.05 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 $105B
  • 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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