Legacy Wealth Asset Management, LLC Ubs Group Ag Transaction History
Legacy Wealth Asset Management, LLC
- $340 Million
- Q3 2025
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 57,966 shares of UBS stock, worth $2.26 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
57,966
Previous 83,370
30.47%
Holding current value
$2.26 Million
Previous $2.82 Million
15.71%
% of portfolio
0.7%
Previous 0.85%
Shares
13 transactions
Others Institutions Holding UBS
# of Institutions
729Shares Held
1.3BCall Options Held
23.2MPut Options Held
34M-
Vanguard Group Inc Valley Forge, PA137MShares$5.35 Billion0.09% of portfolio
-
Ubs Group Ag132MShares$5.16 Billion0.89% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$3.01 Billion1.05% of portfolio
-
Wellington Management Group LLP Boston, MA63.7MShares$2.48 Billion0.48% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $124B
- 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...