A detailed history of R Pg Family Wealth Advisory, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 265,950 shares of UBS stock, worth $7.92 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
265,950
Previous 265,950 -0.0%
Holding current value
$7.92 Million
Previous $8.22 Million -0.0%
% of portfolio
2.9%
Previous 2.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$27.97 - $31.42 $52,192 - $58,629
1,866 Added 0.71%
265,950 $8.22 Million
Q2 2024

Aug 09, 2024

SELL
$26.19 - $31.88 $4,766 - $5,802
-182 Reduced 0.07%
264,084 $7.8 Million
Q1 2024

May 13, 2024

BUY
$27.05 - $31.93 $3.57 Million - $4.21 Million
131,838 Added 99.55%
264,266 $8.12 Million
Q4 2023

Jan 23, 2024

BUY
$23.36 - $31.19 $3.09 Million - $4.13 Million
132,428 New
132,428 $4.09 Million
Q4 2018

Feb 14, 2019

SELL
$11.81 - $15.57 $8,113 - $10,696
-687 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$14.98 - $16.65 $10,291 - $11,438
687 New
687 $0

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 $94.8B
  • 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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