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UBS Group
UBS
UBS
48.16
USD
+1.10
2.34%
At close
Updated
Oct 9, 3:56 PM EDT
Pre-market
After hours
1 day
2.34%
5 days
0.82%
1 month
-12.18%
3 months
-7.13%
6 months
16.36%
Year to date
2.25%
1 year
20.01%
5 years
189.08%
10 years
245.73%
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 |
|
|---|---|---|---|---|---|---|
| 601 |
CTWM
601
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$2.3K | -75 | Closed |
|
| 602 |
KWAG
602
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| – | -$2.06K | -75 | Closed |
|
| 603 |
FSWA
603
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$1.75K | -57 | Closed |
|
| 604 |
HIA
604
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$645 | -21 | Closed |
|
| 605 |
SFA
605
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$238 | -8 | Closed |
|
| 606 |
FGAM
606
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$30 | -1 | Closed |
|
| 607 |
MFA
607
McClarren Financial Advisors
State College,
Pennsylvania
| – | +$357 | +12 | +71% |
|
| 608 |
FAF
608
Första AP-fonden
Stockholm,
Sweden
| – | +$5.63M | +189,495 | +43% |
|