A detailed history of Diversify Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 31,060 shares of UBS stock, worth $953,231. This represents 0.1% of its overall portfolio holdings.

Number of Shares
31,060
Previous 29,382 5.71%
Holding current value
$953,231
Previous $822 Million 20.75%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 25, 2024

BUY
$27.97 - $31.42 $46,933 - $52,722
1,678 Added 5.71%
31,060 $992 Million
Q2 2024

Aug 08, 2024

BUY
$26.19 - $31.88 $769,514 - $936,698
29,382 New
29,382 $822 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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