Ever Source Wealth Advisors, LLC Ubs Group Ag Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,984 shares of UBS stock, worth $466,417. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,984
Previous 11,149
7.49%
Holding current value
$466,417
Previous $377,000
30.24%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding UBS
# of Institutions
724Shares Held
1.3BCall Options Held
23.1MPut Options Held
33.9M-
Vanguard Group Inc Valley Forge, PA137MShares$5.35 Billion0.09% of portfolio
-
Ubs Group Ag132MShares$5.16 Billion0.89% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$3.01 Billion1.05% of portfolio
-
Wellington Management Group LLP Boston, MA63.7MShares$2.48 Billion0.48% of portfolio
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...