A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 867 shares of UBS stock, worth $26,486. This represents 0.01% of its overall portfolio holdings.

Number of Shares
867
Previous 865 0.23%
Holding current value
$26,486
Previous $25,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

BUY
$27.97 - $31.42 $55 - $62
2 Added 0.23%
867 $26,000
Q2 2024

Jul 17, 2024

BUY
$26.19 - $31.88 $2,802 - $3,411
107 Added 14.12%
865 $25,000
Q4 2023

Jan 23, 2024

SELL
$23.36 - $31.19 $2,336 - $3,119
-100 Reduced 11.66%
758 $23,000
Q3 2023

Oct 10, 2023

SELL
$19.39 - $26.71 $1,939 - $2,671
-100 Reduced 10.44%
858 $21,000
Q1 2023

Apr 13, 2023

BUY
$18.2 - $22.16 $14,560 - $17,728
800 Added 506.33%
958 $20,000
Q4 2022

Jan 19, 2023

BUY
$13.98 - $18.8 $2,208 - $2,970
158 New
158 $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 $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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