A detailed history of Legacy Wealth Asset Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 60,705 shares of UBS stock, worth $1.93 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
60,705
Previous 60,267 0.73%
Holding current value
$1.93 Million
Previous $1.78 Million 5.39%
% of portfolio
0.56%
Previous 0.55%

Shares

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

Oct 23, 2024

BUY
$27.97 - $31.42 $12,250 - $13,761
438 Added 0.73%
60,705 $1.88 Million
Q2 2024

Aug 14, 2024

BUY
$26.19 - $31.88 $87,212 - $106,160
3,330 Added 5.85%
60,267 $1.78 Million
Q1 2024

Apr 19, 2024

BUY
$27.05 - $31.93 $35,949 - $42,434
1,329 Added 2.39%
56,937 $1.75 Million
Q4 2023

Jan 10, 2024

BUY
$23.36 - $31.19 $137,286 - $183,303
5,877 Added 11.82%
55,608 $1.72 Million
Q3 2023

Oct 31, 2023

SELL
$19.39 - $26.71 $1.34 Million - $1.84 Million
-68,963 Reduced 58.1%
49,731 $1.23 Million
Q2 2023

Aug 04, 2023

BUY
$18.91 - $21.91 $917,475 - $1.06 Million
48,518 Added 69.14%
118,694 $2.41 Million
Q1 2023

Apr 21, 2023

SELL
$18.2 - $22.16 $24,351 - $29,650
-1,338 Reduced 1.87%
70,176 $1.5 Million
Q4 2022

Feb 02, 2023

SELL
$13.98 - $18.8 $551,706 - $741,923
-39,464 Reduced 35.56%
71,514 $1.33 Million
Q3 2022

Oct 14, 2022

BUY
$14.51 - $17.21 $1.61 Million - $1.91 Million
110,978 New
110,978 $1.61 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 $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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