Pinnacle Wealth Planning Services, Inc. Ubs Group Ag Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 12,321 shares of UBS stock, worth $479,533. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,321
Previous 12,528
1.65%
Holding current value
$479,533
Previous $423,000
19.39%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding UBS
# of Institutions
728Shares Held
1.3BCall Options Held
23.2MPut Options Held
34M-
Vanguard Group Inc Valley Forge, PA137MShares$5.35 Billion0.09% of portfolio
-
Ubs Group Ag132MShares$5.16 Billion0.89% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$3.01 Billion1.05% of portfolio
-
Wellington Management Group LLP Boston, MA63.7MShares$2.48 Billion0.48% of portfolio
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...