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UBS Group
UBS
UBS
53.71
USD
+0.42
0.79%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
53.88
+0.17
0.32%
1 day
0.79%
5 days
1.11%
1 month
3.81%
3 months
12.41%
6 months
30.36%
Year to date
14.03%
1 year
33.64%
5 years
219.13%
10 years
281.19%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
CF
351
Centaurus Financial
Anaheim,
California
| – | -$35.6K | -431 | Closed |
|
| 352 |
KL
352
KWMG LLC
Overland Park,
Kansas
| – | -$5K | -382 | Closed |
|
| 353 |
HCC
353
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$3K | -268 | Closed |
|
| 354 |
RCM
354
Requisite Capital Management
Dallas,
Texas
| – | -$3K | -238 | Closed |
|
| 355 |
SAM
355
Strategy Asset Managers
Pasadena,
California
| – | -$2K | -200 | Closed |
|
| 356 |
LWA
356
Lenox Wealth Advisors
New York
| – | -$2K | -194 | Closed |
|
| 357 |
RIA
357
Realta Investment Advisors
Wilmington,
Delaware
| – | -$1K | -109 | Closed |
|
| 358 |
GAM
358
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -90 | Closed |
|
| 359 |
CGT
359
Capital Guardian Trust
Los Angeles,
California
| – | -$1K | -50 | Closed |
|
| 360 |
FGAM
360
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$527 | -43 | -62% |
|
| 361 |
MFW
361
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$1K | -43 | Closed |
|
| 362 |
OSAM
362
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$37 | +3 | New |
|