Mount Yale Investment Advisors, LLC Ubs Group Ag Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 99,503 shares of UBS stock, worth $3.87 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
99,503
Previous 36,958
169.23%
Holding current value
$3.87 Million
Previous $1.25 Million
226.58%
% of portfolio
0.3%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding UBS
# of Institutions
724Shares Held
1.3BCall Options Held
23.1MPut Options Held
33.9M-
Vanguard Group Inc Valley Forge, PA137MShares$5.35 Billion0.09% of portfolio
-
Ubs Group Ag132MShares$5.16 Billion0.89% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$3.01 Billion1.05% of portfolio
-
Wellington Management Group LLP Boston, MA63.7MShares$2.48 Billion0.48% of portfolio
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...