Perigon Wealth Management, LLC Ubs Group Ag Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
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 15,324 shares of UBS stock, worth $464,930. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,324
Previous 14,415
6.31%
Holding current value
$464,930
Previous $445,000
5.62%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding UBS
# of Institutions
598Shares Held
1.17BCall Options Held
38.7MPut Options Held
19.9M-
Ubs Group Ag141MShares$4.27 Billion1.09% of portfolio
-
Vanguard Group Inc Valley Forge, PA116MShares$3.51 Billion0.07% of portfolio
-
Massachusetts Financial Services CO Boston, MA101MShares$3.05 Billion0.96% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.89 Billion2.9% of portfolio
-
Dodge & Cox San Francisco, CA75.4MShares$2.29 Billion1.42% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $96.6B
- 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...