A detailed history of Massachusetts Wealth Management transactions in Ubs Group Ag stock. As of the latest transaction made, Massachusetts Wealth Management holds 23,080 shares of UBS stock, worth $707,171. This represents 0.45% of its overall portfolio holdings.

Number of Shares
23,080
Previous 50,563 54.35%
Holding current value
$707,171
Previous $1.49 Billion 52.24%
% of portfolio
0.45%
Previous 1.0%

Shares

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

Oct 23, 2024

SELL
$27.97 - $31.42 $768,699 - $863,515
-27,483 Reduced 54.35%
23,080 $713 Million
Q2 2024

Jul 31, 2024

SELL
$26.19 - $31.88 $26,190 - $31,880
-1,000 Reduced 1.94%
50,563 $1.49 Billion
Q1 2024

Apr 19, 2024

SELL
$27.05 - $31.93 $47,770 - $56,388
-1,766 Reduced 3.31%
51,563 $1.58 Billion
Q4 2023

Jan 24, 2024

SELL
$23.36 - $31.19 $48,775 - $65,124
-2,088 Reduced 3.77%
53,329 $1.65 Billion
Q3 2023

Oct 24, 2023

SELL
$19.39 - $26.71 $13,999 - $19,284
-722 Reduced 1.29%
55,417 $1.37 Billion
Q2 2023

Aug 03, 2023

BUY
$18.91 - $21.91 $14,919 - $17,286
789 Added 1.43%
56,139 $1.14 Billion
Q1 2023

Apr 26, 2023

SELL
$18.2 - $22.16 $47,320 - $57,616
-2,600 Reduced 4.49%
55,350 $1.18 Billion
Q4 2022

Feb 16, 2023

BUY
$13.98 - $18.8 $810,141 - $1.09 Million
57,950 New
57,950 $1.24 Billion

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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