A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 32,920 shares of UBS stock, worth $1.04 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
32,920
Previous 33,150 0.69%
Holding current value
$1.04 Million
Previous $979 Million 3.91%
% of portfolio
0.59%
Previous 0.6%

Shares

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

Oct 04, 2024

SELL
$27.97 - $31.42 $6,433 - $7,226
-230 Reduced 0.69%
32,920 $1.02 Billion
Q2 2024

Jul 17, 2024

BUY
$26.19 - $31.88 $868,198 - $1.06 Million
33,150 New
33,150 $979 Million

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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