A detailed history of Legacy Capital Group California, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 40,537 shares of UBS stock, worth $1.24 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
40,537
Previous 41,331 1.92%
Holding current value
$1.24 Million
Previous $1.22 Billion 2.63%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Oct 23, 2024

SELL
$27.97 - $31.42 $22,208 - $24,947
-794 Reduced 1.92%
40,537 $1.25 Billion
Q2 2024

Jul 22, 2024

BUY
$26.19 - $31.88 $11,706 - $14,250
447 Added 1.09%
41,331 $1.22 Billion
Q1 2024

May 07, 2024

SELL
$27.05 - $31.93 $51,205 - $60,443
-1,893 Reduced 4.43%
40,884 $1.26 Billion
Q4 2023

Feb 08, 2024

BUY
$23.36 - $31.19 $11,609 - $15,501
497 Added 1.18%
42,777 $1.32 Billion
Q3 2023

Nov 06, 2023

BUY
$19.39 - $26.71 $6,069 - $8,360
313 Added 0.75%
42,280 $1.04 Billion
Q2 2023

Aug 10, 2023

BUY
$18.91 - $21.91 $113,327 - $131,306
5,993 Added 16.66%
41,967 $851 Million
Q1 2023

May 11, 2023

BUY
$18.2 - $22.16 $654,726 - $797,183
35,974 New
35,974 $768 Million

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 $97.5B
  • 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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