Mount Yale Investment Advisors, LLC Ubs Group Ag Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 37,537 shares of UBS stock, worth $1.2 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
37,537
Previous 54,462
31.08%
Holding current value
$1.2 Million
Previous $1.65 Million
30.41%
% of portfolio
0.1%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding UBS
# of Institutions
672Shares Held
1.33BCall Options Held
27.1MPut Options Held
47.7M-
Ubs Group Ag147MShares$4.7 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$4.19 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.04 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.39 Billion0.61% of portfolio
-
Massachusetts Financial Services CO Boston, MA74.4MShares$2.37 Billion0.81% of portfolio
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...