Pds Planning, Inc Ubs Group Ag Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Pds Planning, Inc holds 19,305 shares of UBS stock, worth $751,350. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,305

Previous 18,655 3.48%

Holding current value

$751,350

Previous $630,000 25.56%

% of portfolio

0.06%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$33.77 - $42.38 $21,950 - $27,547	650 Added 3.48%	19,305 $791,000
Q2 2025 Jul 24, 2025	BUY	$26.12 - $33.82 $2,376 - $3,077	91 Added 0.49%	18,655 $630,000
Q1 2025 Apr 23, 2025	BUY	$30.28 - $35.78 $30,522 - $36,066	1,008 Added 5.74%	18,564 $568,000
Q4 2024 Feb 10, 2025	BUY	$29.78 - $33.08 $32,787 - $36,421	1,101 Added 6.69%	17,556 $532,000
Q3 2024 Oct 29, 2024	BUY	$27.97 - $31.42 $2,069 - $2,325	74 Added 0.45%	16,455 $508,000

Q2 2024 Aug 07, 2024	SELL	$26.19 - $31.88 $4,530 - $5,515	-173 Reduced 1.05%	16,381 $483,000
Q1 2024 May 01, 2024	BUY	$27.05 - $31.93 $33,812 - $39,912	1,250 Added 8.17%	16,554 $508,000
Q4 2023 Feb 01, 2024	SELL	$23.36 - $31.19 $2,592 - $3,462	-111 Reduced 0.72%	15,304 $472,000
Q3 2023 Oct 20, 2023	BUY	$19.39 - $26.71 $5,118 - $7,051	264 Added 1.74%	15,415 $379,000
Q2 2023 Jul 20, 2023	BUY	$18.91 - $21.91 $65,617 - $76,027	3,470 Added 29.71%	15,151 $307,000
Q1 2023 May 01, 2023	BUY	$18.2 - $22.16 $212,594 - $258,850	11,681 New	11,681 $249,000
Q3 2022 Nov 02, 2022	BUY	$14.51 - $17.21 $146,188 - $173,390	10,075 New	10,075 $146,000
Q4 2021 Jan 25, 2022	SELL	$15.93 - $18.59 $164,700 - $192,202	-10,339 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$14.54 - $17.12 $3,707 - $4,365	255 Added 2.53%	10,339 $165,000
Q2 2021 Jul 26, 2021	BUY	$14.96 - $16.52 $150,856 - $166,587	10,084 New	10,084 $155,000

Others Institutions Holding UBS

# of Institutions

723

Shares Held

1.3B

Call Options Held

23.1M

Put Options Held

33.9M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $124B
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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