A detailed history of Stonegate Investment Group, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 15,456 shares of UBS stock, worth $492,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,456
Previous 14,659 5.44%
Holding current value
$492,273
Previous $433,000 10.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$27.97 - $31.42 $22,292 - $25,041
797 Added 5.44%
15,456 $477,000
Q2 2024

Aug 02, 2024

BUY
$26.19 - $31.88 $55,025 - $66,979
2,101 Added 16.73%
14,659 $433,000
Q1 2024

Apr 22, 2024

BUY
$27.05 - $31.93 $9,251 - $10,920
342 Added 2.8%
12,558 $385,000
Q4 2023

Jan 23, 2024

BUY
$23.36 - $31.19 $23,360 - $31,190
1,000 Added 8.92%
12,216 $377,000
Q2 2023

Jul 26, 2023

BUY
$18.91 - $21.91 $7,204 - $8,347
381 Added 3.52%
11,216 $227,000
Q1 2023

Apr 20, 2023

BUY
$18.2 - $22.16 $197,197 - $240,103
10,835 New
10,835 $231,000
Q3 2022

Oct 28, 2022

BUY
$14.51 - $17.21 $146,492 - $173,752
10,096 New
10,096 $146,000

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 $101B
  • 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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