A detailed history of United Capital Financial Advisers, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 23,656 shares of UBS stock, worth $820,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,656
Previous 24,041 1.6%
Holding current value
$820,153
Previous $710,000 2.96%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$27.97 - $31.42 $10,768 - $12,096
-385 Reduced 1.6%
23,656 $731,000
Q2 2024

Aug 14, 2024

BUY
$26.19 - $31.88 $14,980 - $18,235
572 Added 2.44%
24,041 $710,000
Q1 2024

May 15, 2024

SELL
$27.05 - $31.93 $70,735 - $83,496
-2,615 Reduced 10.03%
23,469 $720,000
Q4 2023

Feb 14, 2024

BUY
$23.36 - $31.19 $609,322 - $813,559
26,084 New
26,084 $805,000
Q3 2019

Nov 14, 2019

SELL
$10.16 - $12.29 $107,208 - $129,684
-10,552 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$11.43 - $13.53 $66,271 - $78,446
-5,798 Reduced 35.46%
10,552 $125,000
Q1 2019

May 14, 2019

BUY
$11.85 - $13.61 $50,599 - $58,114
4,270 Added 35.35%
16,350 $198,000
Q4 2018

Feb 14, 2019

SELL
$11.81 - $15.57 $77,556 - $102,248
-6,567 Reduced 35.22%
12,080 $150,000
Q3 2018

Nov 14, 2018

BUY
$14.98 - $16.65 $86,599 - $96,253
5,781 Added 44.93%
18,647 $293,000
Q2 2018

Aug 14, 2018

BUY
$15.15 - $17.65 $24,330 - $28,345
1,606 Added 14.26%
12,866 $197,000
Q1 2018

May 15, 2018

BUY
$17.24 - $20.89 $194,122 - $235,221
11,260 New
11,260 $199,000

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 $110B
  • 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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