Ritholtz Wealth Management Ubs Group Ag Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ubs Group Ag stock. As of the latest transaction made, Ritholtz Wealth Management holds 206,803 shares of UBS stock, worth $6.83 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

206,803

Previous 177,436 16.55%

Holding current value

$6.83 Million

Previous $5.48 Million 14.33%

% of portfolio

0.19%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$29.78 - $33.08 $874,549 - $971,460	29,367 Added 16.55%	206,803 $6.27 Million
Q3 2024 Oct 10, 2024	BUY	$27.97 - $31.42 $625,493 - $702,645	22,363 Added 14.42%	177,436 $5.48 Million
Q2 2024 Jul 31, 2024	SELL	$26.19 - $31.88 $192,444 - $234,254	-7,348 Reduced 4.52%	155,073 $4.58 Million
Q1 2024 Apr 24, 2024	BUY	$27.05 - $31.93 $264,603 - $312,339	9,782 Added 6.41%	162,421 $4.99 Million
Q4 2023 Jan 18, 2024	BUY	$23.36 - $31.19 $263,921 - $352,384	11,298 Added 7.99%	152,639 $4.72 Million
Q3 2023 Oct 13, 2023	BUY	$19.39 - $26.71 $745,332 - $1.03 Million	38,439 Added 37.35%	141,341 $3.48 Million
Q2 2023 Jul 14, 2023	BUY	$18.91 - $21.91 $154,929 - $179,508	8,193 Added 8.65%	102,902 $2.09 Million
Q1 2023 Apr 19, 2023	BUY	$18.2 - $22.16 $67,540 - $82,235	3,711 Added 4.08%	94,709 $2.02 Million
Q4 2022 Jan 18, 2023	BUY	$13.98 - $18.8 $336,526 - $452,553	24,072 Added 35.97%	90,998 $0
Q3 2022 Oct 18, 2022	BUY	$14.51 - $17.21 $318,421 - $377,673	21,945 Added 48.79%	66,926 $971,000
Q2 2022 Jul 15, 2022	BUY	$15.58 - $19.96 $429,104 - $549,738	27,542 Added 157.93%	44,981 $730,000
Q1 2022 Apr 14, 2022	BUY	$15.12 - $21.3 $49,941 - $70,353	3,303 Added 23.37%	17,439 $341,000
Q4 2021 Jan 18, 2022	BUY	$15.93 - $18.59 $50,354 - $58,762	3,161 Added 28.8%	14,136 $253,000
Q3 2021 Oct 14, 2021	BUY	$14.54 - $17.12 $5,001 - $5,889	344 Added 3.24%	10,975 $175,000
Q2 2021 Jul 20, 2021	SELL	$14.96 - $16.52 $18,924 - $20,897	-1,265 Reduced 10.63%	10,631 $163,000
Q1 2021 May 12, 2021	BUY	$14.29 - $16.1 $169,993 - $191,525	11,896 New	11,896 $185,000

Others Institutions Holding UBS

# of Institutions

634

Shares Held

1.45B

Call Options Held

19.5M

Put Options Held

22.8M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $105B
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...

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Ritholtz Wealth Management Ubs Group Ag Transaction History