A detailed history of Swisspartners Ltd. transactions in Ubs Group Ag stock. As of the latest transaction made, Swisspartners Ltd. holds 65,229 shares of UBS stock, worth $2.02 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
65,229
Previous 62,229 4.82%
Holding current value
$2.02 Million
Previous $912,000 33.44%
% of portfolio
1.55%
Previous 0.94%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$13.98 - $18.8 $41,940 - $56,400
3,000 Added 4.82%
65,229 $1.22 Million
Q3 2022

Nov 01, 2022

BUY
$14.51 - $17.21 $24,681 - $29,274
1,701 Added 2.81%
62,229 $912,000
Q1 2022

May 11, 2022

BUY
$15.12 - $21.3 $829,634 - $1.17 Million
54,870 Added 969.78%
60,528 $1.19 Million
Q1 2022

May 04, 2022

SELL
$15.12 - $21.3 $860,554 - $1.21 Million
-56,915 Reduced 90.96%
5,658 $499,000
Q3 2021

Nov 16, 2021

SELL
$14.54 - $17.12 $21,810 - $25,680
-1,500 Reduced 2.34%
62,573 $1.01 Million
Q2 2021

Aug 11, 2021

SELL
$14.96 - $16.52 $39,030 - $43,100
-2,609 Reduced 3.91%
64,073 $981,000
Q4 2020

Feb 12, 2021

BUY
$11.22 - $14.76 $748,172 - $984,226
66,682 New
66,682 $942,000

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 $98.7B
  • 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
Track This Portfolio

Track Swisspartners Ltd. Portfolio

Follow Swisspartners Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swisspartners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Swisspartners Ltd. with notifications on news.