Td Private Client Wealth LLC Ubs Group Ag Transaction History

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 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 1,901 shares of UBS stock, worth $61,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,901
Previous 12,768 85.11%
Holding current value
$61,288
Previous $387 Million 84.96%
% of portfolio
0.0%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
672
Shares Held
1.33B
Call Options Held
27.1M
Put Options Held
47.7M
View Full List

About UBS Group AG

UBS Quotes by TradingView
  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $103B
  • 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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