A detailed history of Umb Bank, N.A. transactions in Ubs Group Ag stock. As of the latest transaction made, Umb Bank, N.A. holds 3,711 shares of UBS stock, worth $126,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,711
Previous 3,508 5.79%
Holding current value
$126,322
Previous $108,000 3.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$29.78 - $33.08 $6,045 - $6,715
203 Added 5.79%
3,711 $112,000
Q3 2024

Oct 08, 2024

SELL
$27.97 - $31.42 $33,508 - $37,641
-1,198 Reduced 25.46%
3,508 $108,000
Q2 2024

Jul 29, 2024

BUY
$26.19 - $31.88 $6,887 - $8,384
263 Added 5.92%
4,706 $139,000
Q1 2024

Apr 26, 2024

BUY
$27.05 - $31.93 $48,852 - $57,665
1,806 Added 68.49%
4,443 $136,000
Q4 2023

Jan 23, 2024

SELL
$23.36 - $31.19 $4,928 - $6,581
-211 Reduced 7.41%
2,637 $81,000
Q3 2023

Oct 18, 2023

BUY
$19.39 - $26.71 $11,420 - $15,732
589 Added 26.07%
2,848 $70,000
Q2 2023

Jul 25, 2023

BUY
$18.91 - $21.91 $397 - $460
21 Added 0.94%
2,259 $45,000
Q1 2023

Apr 11, 2023

BUY
$18.2 - $22.16 $22,240 - $27,079
1,222 Added 120.28%
2,238 $47,000
Q3 2022

Oct 13, 2022

SELL
$14.51 - $17.21 $21,112 - $25,040
-1,455 Reduced 58.88%
1,016 $15,000
Q2 2022

Jul 20, 2022

SELL
$15.58 - $19.96 $23,245 - $29,780
-1,492 Reduced 37.65%
2,471 $40,000
Q4 2021

Feb 09, 2022

BUY
$15.93 - $18.59 $63,130 - $73,672
3,963 New
3,963 $71,000

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 $108B
  • 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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