Perigon Wealth Management, LLC Ubs Group Ag Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,509 shares of UBS stock, worth $436,313. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,509
Previous 11,907
5.06%
Holding current value
$436,313
Previous $361,000
6.09%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding UBS
# of Institutions
671Shares Held
1.33BCall Options Held
27.1MPut Options Held
47.7M-
Ubs Group Ag147MShares$5.14 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$4.58 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.33 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.61 Billion0.61% of portfolio
-
Massachusetts Financial Services CO Boston, MA74.4MShares$2.6 Billion0.81% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $111B
- 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...