Number of Shares
154,375.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.34%
Total Estimate Gain
$386,709.37
% of Total Estimate Gain
7.51%

Sustainable Insight Capital Management, LLC's UBS Group AG Holding Summary

As of 2025-03-31, Sustainable Insight Capital Management, LLC held 154,375.00 shares of UBS Group AG(UBS), totaling $4.69 Mil. This investment constitutes 2.34% of their stock portfolio, and Sustainable Insight Capital Management, LLC now holds 0% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2025Q1. And since then Sustainable Insight Capital Management, LLC has made 1 purchases of UBS, at an average price of $33.35, for a total of 154,375.00 shares. Based on historical transaction data and UBS's current price of $35.85, Sustainable Insight Capital Management, LLC's estimated gain on his UBS holdings is $386,709.37, reflecting a 7.51% gain to date.

Sustainable Insight Capital Management, LLC UBS ($35.85) Holding Chart

Sustainable Insight Capital Management, LLC UBS ($35.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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