A detailed history of Coldstream Capital Management Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Coldstream Capital Management Inc holds 24,863 shares of UBS stock, worth $759,564. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,863
Previous 22,883 8.65%
Holding current value
$759,564
Previous $675,000 13.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$27.97 - $31.42 $55,380 - $62,211
1,980 Added 8.65%
24,863 $768,000
Q2 2024

Aug 07, 2024

BUY
$26.19 - $31.88 $238,669 - $290,522
9,113 Added 66.18%
22,883 $675,000
Q1 2024

May 13, 2024

BUY
$27.05 - $31.93 $19,584 - $23,117
724 Added 5.55%
13,770 $423,000
Q4 2023

Feb 09, 2024

BUY
$23.36 - $31.19 $304,754 - $406,904
13,046 New
13,046 $403,000

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 $97.2B
  • 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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