A detailed history of Optas, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Optas, LLC holds 9,964 shares of UBS stock, worth $315,161. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,964
Previous 9,890 0.75%
Holding current value
$315,161
Previous $292,000 5.14%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 29, 2024

BUY
$27.97 - $31.42 $2,069 - $2,325
74 Added 0.75%
9,964 $307,000
Q2 2024

Jul 25, 2024

BUY
$26.19 - $31.88 $3,221 - $3,921
123 Added 1.26%
9,890 $292,000
Q1 2024

Apr 17, 2024

SELL
$27.05 - $31.93 $432 - $510
-16 Reduced 0.16%
9,767 $300,000
Q4 2023

Jan 25, 2024

BUY
$23.36 - $31.19 $677 - $904
29 Added 0.3%
9,783 $302,000
Q3 2023

Oct 31, 2023

BUY
$19.39 - $26.71 $189,130 - $260,529
9,754 New
9,754 $240,000

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
Track This Portfolio

Track Optas, LLC Portfolio

Follow Optas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optas, LLC with notifications on news.