A detailed history of Kingsview Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,553 shares of UBS stock, worth $332,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,553
Previous 7,643 11.91%
Holding current value
$332,882
Previous $258,000 35.66%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
$33.77 - $42.38 $30,730 - $38,565
910 Added 11.91%
8,553 $350,000
Q2 2025

Aug 08, 2025

BUY
$26.12 - $33.82 $5,746 - $7,440
220 Added 2.96%
7,643 $258,000
Q1 2025

May 02, 2025

BUY
$30.28 - $35.78 $7,297 - $8,622
241 Added 3.36%
7,423 $227,000
Q4 2024

Jan 28, 2025

BUY
$29.78 - $33.08 $213,879 - $237,580
7,182 New
7,182 $217,000

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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