A detailed history of Zhang Financial LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Zhang Financial LLC holds 32,000 shares of UBS stock, worth $988,160. This represents 0.07% of its overall portfolio holdings.

Number of Shares
32,000
Previous 34,337 6.81%
Holding current value
$988,160
Previous $1.05 Million 10.34%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$26.19 - $31.88 $61,206 - $74,503
-2,337 Reduced 6.81%
32,000 $945,000
Q1 2024

Apr 24, 2024

BUY
$27.05 - $31.93 $304,447 - $359,372
11,255 Added 48.76%
34,337 $1.05 Million
Q4 2023

Jan 31, 2024

SELL
$23.36 - $31.19 $21,724 - $29,006
-930 Reduced 3.87%
23,082 $713,000
Q3 2023

Oct 11, 2023

BUY
$19.39 - $26.71 $46,380 - $63,890
2,392 Added 11.06%
24,012 $591,000
Q2 2023

Jul 18, 2023

BUY
$18.91 - $21.91 $90,957 - $105,387
4,810 Added 28.61%
21,620 $438,000
Q1 2023

May 10, 2023

SELL
$18.2 - $22.16 $14,669 - $17,860
-806 Reduced 4.58%
16,810 $358,000
Q4 2022

May 17, 2023

BUY
$13.98 - $18.8 $11,267 - $15,152
806 Added 4.79%
17,616 $328,000
Q4 2022

Jan 17, 2023

BUY
$13.98 - $18.8 $100,040 - $134,532
7,156 Added 68.41%
17,616 $329,000
Q3 2022

Oct 18, 2022

BUY
$14.51 - $17.21 $151,774 - $180,016
10,460 New
10,460 $152,000

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 $98.3B
  • 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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