A detailed history of Hb Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,720 shares of UBS stock, worth $495,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,720
Previous 9,447 34.65%
Holding current value
$495,062
Previous $319,000 63.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025

BUY
$33.77 - $42.38 $110,529 - $138,709
3,273 Added 34.65%
12,720 $521,000
Q2 2025

Jul 17, 2025

SELL
$26.12 - $33.82 $96,487 - $124,931
-3,694 Reduced 28.11%
9,447 $319,000
Q1 2025

May 07, 2025

SELL
$30.28 - $35.78 $2,694 - $3,184
-89 Reduced 0.67%
13,141 $402,000
Q4 2024

Jan 15, 2025

BUY
$29.78 - $33.08 $195,863 - $217,567
6,577 Added 98.86%
13,230 $401,000
Q3 2024

Oct 15, 2024

BUY
$27.97 - $31.42 $186,084 - $209,037
6,653 New
6,653 $205,000

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 $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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