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 $1.84 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
57,968
Previous 62,721 7.58%
Holding current value
$1.84 Million
Previous $1.85 Million 3.29%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 23, 2024

SELL
$27.97 - $31.42 $132,941 - $149,339
-4,753 Reduced 7.58%
57,968 $1.79 Million
Q2 2024

Aug 13, 2024

SELL
$26.19 - $31.88 $433,392 - $527,550
-16,548 Reduced 20.88%
62,721 $1.85 Million
Q1 2024

May 15, 2024

BUY
$27.05 - $31.93 $253,539 - $299,279
9,373 Added 13.41%
79,269 $2.44 Million
Q4 2023

Feb 12, 2024

BUY
$23.36 - $31.19 $1.08 Million - $1.44 Million
46,179 Added 194.71%
69,896 $2.16 Million
Q3 2023

Oct 11, 2023

BUY
$19.39 - $26.71 $17,683 - $24,359
912 Added 4.0%
23,717 $584,000
Q2 2023

Aug 14, 2023

BUY
$18.91 - $21.91 $36,174 - $41,913
1,913 Added 9.16%
22,805 $462,000
Q1 2023

May 11, 2023

BUY
$18.2 - $22.16 $38,984 - $47,466
2,142 Added 11.42%
20,892 $445,000
Q4 2022

Feb 13, 2023

SELL
$13.98 - $18.8 $40,472 - $54,426
-2,895 Reduced 13.37%
18,750 $349,000
Q3 2022

Nov 07, 2022

BUY
$14.51 - $17.21 $36,956 - $43,833
2,547 Added 13.34%
21,645 $314,000
Q2 2022

Aug 02, 2022

BUY
$15.58 - $19.96 $297,546 - $381,196
19,098 New
19,098 $310,000

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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