A detailed history of Moran Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Moran Wealth Management, LLC holds 496,382 shares of UBS stock, worth $14.9 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
496,382
Previous 284,159 74.68%
Holding current value
$14.9 Million
Previous $8.78 Million 73.67%
% of portfolio
0.51%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$27.05 - $31.93 $5.74 Million - $6.78 Million
212,223 Added 74.68%
496,382 $15.2 Million
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $6.64 Million - $8.86 Million
284,159 New
284,159 $8.78 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 $95.5B
  • 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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