A detailed history of Golden State Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,072 shares of UBS stock, worth $145,003. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,072
Holding current value
$145,003
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$29.78 - $33.08 $121,264 - $134,701
4,072 New
4,072 $123 Million
Q2 2020

Aug 11, 2020

SELL
$8.84 - $11.95 $1,989 - $2,688
-225 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$7.65 - $13.4 $1,721 - $3,015
225 New
225 $2,000

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 $113B
  • 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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