Sax Wealth Advisors, LLC Ubs Group Ag Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,843 shares of UBS stock, worth $393,509. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,843
Previous 11,773
9.09%
Holding current value
$393,509
Previous $347,000
14.12%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UBS
# of Institutions
620Shares Held
1.28BCall Options Held
19.4MPut Options Held
24.6M-
Ubs Group Ag155MShares$4.76 Billion1.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$3.88 Billion0.07% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$2.92 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA91.3MShares$2.8 Billion0.88% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL75.8MShares$2.32 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 $97.5B
- 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...