A detailed history of West Family Investments, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, West Family Investments, Inc. holds 13,537 shares of UBS stock, worth $438,734. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,537
Holding current value
$438,734
% of portfolio
0.15%

Shares

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

Nov 08, 2024

BUY
$27.97 - $31.42 $378,629 - $425,332
13,537 New
13,537 $418,000
Q2 2022

Aug 12, 2022

SELL
$15.58 - $19.96 $18,836 - $24,131
-1,209 Reduced 4.98%
23,081 $374,000
Q1 2022

May 13, 2022

BUY
$15.12 - $21.3 $3,402 - $4,792
225 Added 0.93%
24,290 $474,000
Q4 2021

Feb 07, 2022

SELL
$15.93 - $18.59 $23,990 - $27,996
-1,506 Reduced 5.89%
24,065 $430,000
Q3 2021

Oct 25, 2021

BUY
$14.54 - $17.12 $13,551 - $15,955
932 Added 3.78%
25,571 $408,000
Q2 2021

Aug 12, 2021

BUY
$14.96 - $16.52 $368,599 - $407,036
24,639 New
24,639 $378,000

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 $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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