A detailed history of Callan Family Office, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Callan Family Office, LLC holds 50,849 shares of UBS stock, worth $1.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
50,849
Previous 57,031 10.84%
Holding current value
$1.98 Million
Previous $1.93 Billion 8.09%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$33.77 - $42.38 $208,766 - $261,993
-6,182 Reduced 10.84%
50,849 $2.08 Billion
Q2 2025

Jul 24, 2025

BUY
$26.12 - $33.82 $895,341 - $1.16 Million
34,278 Added 150.65%
57,031 $1.93 Billion
Q1 2025

May 12, 2025

SELL
$30.28 - $35.78 $94,776 - $111,991
-3,130 Reduced 12.09%
22,753 $697 Million
Q4 2024

Feb 06, 2025

BUY
$29.78 - $33.08 $770,795 - $856,209
25,883 New
25,883 $785 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 $124B
  • 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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