Regent Peak Wealth Advisors LLC Ubs Group Ag Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding UBS
# of Institutions
599Shares Held
1.17BCall Options Held
38.7MPut Options Held
19.9M-
Ubs Group Ag141MShares$4.28 Billion1.09% of portfolio
-
Vanguard Group Inc Valley Forge, PA116MShares$3.52 Billion0.07% of portfolio
-
Massachusetts Financial Services CO Boston, MA101MShares$3.06 Billion0.96% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.9 Billion2.9% of portfolio
-
Dodge & Cox San Francisco, CA75.4MShares$2.3 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 $96.9B
- 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...