A detailed history of Sagespring Wealth Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 12,390 shares of UBS stock, worth $482,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,390
Previous 16,954 26.92%
Holding current value
$482,466
Previous $519 Million 19.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025

SELL
$26.12 - $33.82 $119,211 - $154,354
-4,564 Reduced 26.92%
12,390 $419 Million
Q1 2025

Apr 17, 2025

BUY
$30.28 - $35.78 $31,188 - $36,853
1,030 Added 6.47%
16,954 $519 Million
Q4 2024

Feb 13, 2025

BUY
$29.78 - $33.08 $474,216 - $526,765
15,924 New
15,924 $483 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 $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...
More about UBS
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