Wilbanks Smith & Thomas Asset Management LLC Ubs Group Ag Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$11.81 - $15.57 $9,672 - $12,751	-819 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$14.98 - $16.65 $12,268 - $13,636	819 New	819 $13,000

Others Institutions Holding UBS

# of Institutions

620

Shares Held

1.28B

Call Options Held

19.4M

Put Options Held

24.6M

Ubs Group Ag

155M
Shares

$4.63 Billion
1.06% of portfolio
Vanguard Group Inc Valley Forge, PA

127M
Shares

$3.77 Billion
0.07% of portfolio
Credit Suisse Ag Zurich, V8

95.4M
Shares

$2.84 Billion
2.9% of portfolio
Massachusetts Financial Services CO Boston, MA

91.3M
Shares

$2.72 Billion
0.88% of portfolio
Ubs Asset Management Americas Inc Chicago, IL

75.8M
Shares

$2.26 Billion
0.61% of portfolio

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $94.8B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account