Td Private Client Wealth LLC Ubs Group Ag Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Td Private Client Wealth LLC holds 978 shares of UBS stock, worth $37,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares

978

Previous 1,901 48.55%

Holding current value

$37,164

Previous $58.2 Million 43.2%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$26.12 - $33.82 $24,108 - $31,215	-923 Reduced 48.55%	978 $33.1 Million
Q1 2025 Apr 29, 2025	SELL	$30.28 - $35.78 $329,052 - $388,821	-10,867 Reduced 85.11%	1,901 $58.2 Million
Q4 2024 Feb 11, 2025	SELL	$29.78 - $33.08 $1,340 - $1,488	-45 Reduced 0.35%	12,768 $387 Million
Q3 2024 Nov 18, 2024	BUY	$27.97 - $31.42 $11,020 - $12,379	394 Added 3.17%	12,813 $396 Million
Q2 2024 Aug 14, 2024	BUY	$26.19 - $31.88 $325,253 - $395,917	12,419 New	12,419 $367 Million
Q1 2024 Aug 16, 2024	SELL	$27.05 - $31.93 $9,738 - $11,494	-360 Reduced 17.39%	1,710 $52.5 Million
Q4 2023 Aug 16, 2024	SELL	$23.36 - $31.19 $1,168 - $1,559	-50 Reduced 2.36%	2,070 $64 Million
Q3 2023 Aug 16, 2024	BUY	$19.39 - $26.71 $2,675 - $3,685	138 Added 6.96%	2,120 $52.3 Million
Q2 2023 Aug 16, 2024	SELL	$18.91 - $21.91 $1,456 - $1,687	-77 Reduced 3.74%	1,982 $40.2 Million
Q1 2023 Aug 16, 2024	SELL	$18.2 - $22.16 $78,150 - $95,155	-4,294 Reduced 67.59%	2,059 $43.9 Million
Q4 2022 Aug 16, 2024	BUY	$13.98 - $18.8 $4,739 - $6,373	339 Added 5.64%	6,353 $119 Million
Q3 2022 Aug 16, 2024	SELL	$14.51 - $17.21 $7,371 - $8,742	-508 Reduced 7.79%	6,014 $87.3 Million
Q2 2022 Aug 16, 2024	BUY	$15.58 - $19.96 $1,121 - $1,437	72 Added 1.12%	6,522 $106 Million
Q1 2022 Aug 16, 2024	BUY	$15.12 - $21.3 $2,207 - $3,109	146 Added 2.32%	6,450 $126 Million
Q4 2021 Aug 16, 2024	BUY	$15.93 - $18.59 $1,369 - $1,598	86 Added 1.38%	6,304 $113 Million
Q3 2021 Aug 16, 2024	SELL	$14.54 - $17.12 $90,162 - $106,161	-6,201 Reduced 49.93%	6,218 $99.1 Million
Q2 2021 Aug 16, 2024	BUY	$14.96 - $16.52 $2,812 - $3,105	188 Added 3.11%	6,232 $95.6 Million
Q1 2021 Aug 16, 2024	SELL	$14.29 - $16.1 $2,972 - $3,348	-208 Reduced 3.33%	6,044 $93.9 Million
Q4 2020 Aug 16, 2024	SELL	$11.22 - $14.76 $1,761 - $2,317	-157 Reduced 2.45%	6,252 $88.3 Million
Q2 2020 Aug 16, 2024	SELL	$8.84 - $11.95 $884 - $1,195	-100 Reduced 1.54%	6,409 $74 Million
Q1 2020 Aug 16, 2024	BUY	$7.65 - $13.4 $4,674 - $8,187	611 Added 10.36%	6,509 $60.3 Million
Q4 2019 Aug 16, 2024	SELL	$10.58 - $12.58 $68,992 - $82,034	-6,521 Reduced 52.51%	5,898 $74.2 Million

Others Institutions Holding UBS

# of Institutions

675

Shares Held

1.33B

Call Options Held

28.7M

Put Options Held

48.8M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $121B
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...

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Td Private Client Wealth LLC Ubs Group Ag Transaction History