A detailed history of Beverly Hills Private Wealth, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 36,047 shares of UBS stock, worth $1.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
36,047
Previous 31,054 16.08%
Holding current value
$1.11 Million
Previous $917 Million 21.46%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Nov 12, 2024

BUY
$27.97 - $31.42 $139,654 - $156,880
4,993 Added 16.08%
36,047 $1.11 Billion
Q2 2024

Aug 07, 2024

BUY
$26.19 - $31.88 $141,216 - $171,896
5,392 Added 21.01%
31,054 $917 Million
Q1 2024

May 08, 2024

SELL
$27.05 - $31.93 $12,578 - $14,847
-465 Reduced 1.78%
25,662 $788 Million
Q4 2023

Jan 29, 2024

BUY
$23.36 - $31.19 $231,427 - $308,999
9,907 Added 61.08%
26,127 $807 Million
Q3 2023

Nov 08, 2023

SELL
$19.39 - $26.71 $125,899 - $173,428
-6,493 Reduced 28.59%
16,220 $400 Million
Q2 2023

Aug 09, 2023

BUY
$18.91 - $21.91 $213,361 - $247,210
11,283 Added 98.71%
22,713 $497 Million
Q1 2023

May 03, 2023

BUY
$18.2 - $22.16 $208,026 - $253,288
11,430 New
11,430 $244 Million

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 $97.7B
  • 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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