Mount Yale Investment Advisors, LLC Ubs Group Ag Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
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 57,968 shares of UBS stock, worth $1.77 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
57,968
Previous 62,721
7.58%
Holding current value
$1.77 Million
Previous $1.85 Million
3.29%
% of portfolio
0.17%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding UBS
# of Institutions
620Shares Held
1.28BCall Options Held
19.4MPut Options Held
24.6M-
Ubs Group Ag155MShares$4.76 Billion1.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$3.87 Billion0.07% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.92 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA91.3MShares$2.79 Billion0.88% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL75.8MShares$2.32 Billion0.61% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $97.4B
- 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...