A detailed history of Montag A & Associates Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Montag A & Associates Inc holds 342 shares of UBS stock, worth $13,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares
342
Previous 408 16.18%
Holding current value
$13,310
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025

SELL
$33.77 - $42.38 $2,228 - $2,797
-66 Reduced 16.18%
342 $14,000
Q2 2025

Aug 07, 2025

BUY
$26.12 - $33.82 $1,097 - $1,420
42 Added 11.48%
408 $13,000
Q1 2025

May 05, 2025

SELL
$30.28 - $35.78 $1,453 - $1,717
-48 Reduced 11.59%
366 $11,000
Q3 2023

Nov 09, 2023

SELL
$19.39 - $26.71 $2,113 - $2,911
-109 Reduced 20.84%
414 $10,000
Q2 2023

Aug 09, 2023

BUY
$18.91 - $21.91 $1,134 - $1,314
60 Added 12.96%
523 $10,000
Q1 2023

May 11, 2023

SELL
$18.2 - $22.16 $2,074 - $2,526
-114 Reduced 19.76%
463 $9,000
Q4 2022

Feb 02, 2023

BUY
$13.98 - $18.8 $8,066 - $10,847
577 New
577 $10,000

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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