A detailed history of Provenance Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 120 shares of UBS stock, worth $4,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Previous 120 -0.0%
Holding current value
$4,670
Previous $3.68 Million 33.84%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Aug 15, 2025

BUY
$23.36 - $31.19 $23 - $31
1 Added 0.84%
120 $3.71 Million
Q3 2023

Aug 15, 2025

BUY
$19.39 - $26.71 $2,307 - $3,178
119 New
119 $2.93 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 $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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