A detailed history of Principia Wealth Advisory, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 69 shares of UBS stock, worth $2,643. This represents 0.0% of its overall portfolio holdings.

Number of Shares
69
Holding current value
$2,643
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$26.12 - $33.82 $1,802 - $2,333
69 New
69 $2.33 Million

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 $122B
  • 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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