Perigon Wealth Management, LLC Ubs Group Ag Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,153 shares of UBS stock, worth $340,724. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,153
Previous 15,280
27.01%
Holding current value
$340,724
Previous $451,000
23.73%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding UBS
# of Institutions
620Shares Held
1.28BCall Options Held
19.4MPut Options Held
24.6M-
Ubs Group Ag155MShares$4.75 Billion1.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$3.87 Billion0.07% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.91 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA91.3MShares$2.79 Billion0.88% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL75.8MShares$2.31 Billion0.61% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $97.2B
- 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...