A detailed history of Seed Wealth Management, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 13,135 shares of UBS stock, worth $430,959. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,135
Previous 12,245 7.27%
Holding current value
$430,959
Previous $373 Million 3.96%
% of portfolio
0.34%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$26.19 - $31.88 $23,309 - $28,373
890 Added 7.27%
13,135 $388 Million
Q1 2024

Apr 15, 2024

SELL
$27.05 - $31.93 $24,074 - $28,417
-890 Reduced 6.78%
12,245 $373 Million
Q4 2022

Jan 30, 2023

BUY
$13.98 - $18.8 $183,627 - $246,938
13,135 New
13,135 $245 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 $104B
  • 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
Track This Portfolio

Track Seed Wealth Management, Inc. Portfolio

Follow Seed Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seed Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seed Wealth Management, Inc. with notifications on news.