Mount Yale Investment Advisors, LLC Ubs Group Ag Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 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 36,958 shares of UBS stock, worth $1.42 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
36,958
Previous 37,537
1.54%
Holding current value
$1.42 Million
Previous $1.15 Million
8.7%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding UBS
# of Institutions
709Shares Held
1.41BCall Options Held
28.2MPut Options Held
35M-
Norges Bank Oslo, Q8144MShares$5.53 Billion0.63% of portfolio
-
Vanguard Group Inc Valley Forge, PA135MShares$5.19 Billion0.08% of portfolio
-
Ubs Group Ag116MShares$4.45 Billion0.71% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.66 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$2.97 Billion1.05% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $122B
- 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...