A detailed history of Sequoia Financial Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 34,228 shares of UBS stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,228
Previous 34,822 1.71%
Holding current value
$1.02 Million
Previous $1.03 Million 2.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

SELL
$27.97 - $31.42 $16,614 - $18,663
-594 Reduced 1.71%
34,228 $1.06 Million
Q2 2024

Jul 15, 2024

BUY
$26.19 - $31.88 $28,363 - $34,526
1,083 Added 3.21%
34,822 $1.03 Million
Q1 2024

Apr 30, 2024

BUY
$27.05 - $31.93 $36,030 - $42,530
1,332 Added 4.11%
33,739 $1.04 Million
Q4 2023

Jan 25, 2024

SELL
$23.36 - $31.19 $30,087 - $40,172
-1,288 Reduced 3.82%
32,407 $1 Million
Q3 2023

Nov 08, 2023

BUY
$19.39 - $26.71 $70,715 - $97,411
3,647 Added 12.14%
33,695 $830,000
Q2 2023

Aug 08, 2023

BUY
$18.91 - $21.91 $73,522 - $85,186
3,888 Added 14.86%
30,048 $609,000
Q1 2023

Apr 24, 2023

BUY
$18.2 - $22.16 $9,482 - $11,545
521 Added 2.03%
26,160 $558,000
Q4 2022

Jan 17, 2023

BUY
$13.98 - $18.8 $118,144 - $158,878
8,451 Added 49.17%
25,639 $0
Q3 2022

Oct 26, 2022

SELL
$14.51 - $17.21 $5,920 - $7,021
-408 Reduced 2.32%
17,188 $249,000
Q2 2022

Jul 22, 2022

BUY
$15.58 - $19.96 $27,576 - $35,329
1,770 Added 11.18%
17,596 $285,000
Q1 2022

May 13, 2022

BUY
$15.12 - $21.3 $67,525 - $95,125
4,466 Added 39.31%
15,826 $309,000
Q4 2021

Feb 11, 2022

BUY
$15.93 - $18.59 $180,964 - $211,182
11,360 New
11,360 $203,000

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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