UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,692 Value ($000) $1,190 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 25,692 Value ($000) $1,053 Avg Close $38.84 Range $33.48 - $42.56
Q2 2025
Shares 25,692 Value ($000) $869 Avg Close $30.94 Range $25.75 - $34.56
Q1 2025
Shares 25,692 Value ($000) $787 Avg Close $33.35 Range $30.14 - $35.84
Q4 2024
Shares 26,817 Value ($000) $813 Avg Close $31.70 Range $29.58 - $33.34
Q3 2024
Shares 26,817 Value ($000) $829 Avg Close $30.05 Range $27.37 - $31.45
Q2 2024
Shares 746 Value ($000) $22 Avg Close $29.73 Range $26.00 - $31.95
Q1 2024
Shares 746 Value ($000) $23 Avg Close $29.54 Range $26.89 - $32.13
Q4 2023
Shares 746 Value ($000) $23 Avg Close $26.30 Range $23.23 - $31.39
Q3 2023
Shares 655 Value ($000) $16 Avg Close $23.36 Range $19.25 - $26.97
Q2 2023
Shares 541 Value ($000) $11 Avg Close $20.11 Range $18.71 - $22.15
Q1 2023
Shares 666 Value ($000) $14 Avg Close $20.86 Range $17.99 - $22.30
Q4 2022
Shares 631 Value ($000) $12 Avg Close $17.01 Range $13.80 - $18.95
Q3 2022
Shares 5,676 Value ($000) $82 Avg Close $16.01 Range $14.39 - $17.21
Q2 2022
Shares 8,263 Value ($000) $134 Avg Close $17.53 Range $15.51 - $19.97
Q1 2022
Shares 8,976 Value ($000) $175 Avg Close $18.92 Range $15.04 - $21.48
Q4 2021
Shares 10,936 Value ($000) $195 Avg Close $17.60 Range $15.74 - $18.67
Q3 2021
Shares 10,797 Value ($000) $172 Avg Close $16.20 Range $14.42 - $17.20
Q2 2021
Shares 10,511 Value ($000) $161 Avg Close $15.79 Range $14.91 - $16.58
Q1 2021
Shares 10,264 Value ($000) $159 Avg Close $15.37 Range $14.17 - $16.30
Q4 2020
Shares 10,264 Value ($000) $145 Avg Close $13.24 Range $11.07 - $14.78
Q3 2020
Shares 10,264 Value ($000) $114 Avg Close $11.99 Range $10.39 - $12.67
Q2 2020
Shares 10,478 Value ($000) $121 Avg Close $10.30 Range $8.67 - $12.00
Q1 2020
Shares 10,478 Value ($000) $97 Avg Close $11.53 Range $7.48 - $13.49
Q4 2019
Shares 10,478 Value ($000) $132 Avg Close $11.89 Range $10.52 - $12.63
Q3 2019
Shares 10,294 Value ($000) $116 Avg Close $11.26 Range $10.12 - $12.35
Q2 2019
Shares 9,472 Value ($000) $112 Avg Close $12.25 Range $11.32 - $13.55
Q1 2019
Shares 9,472 Value ($000) $115 Avg Close $12.67 Range $11.79 - $13.62
Q4 2018
Shares 8,632 Value ($000) $107 Avg Close $13.56 Range $11.61 - $15.66
Q3 2018
Shares 8,103 Value ($000) $127 Avg Close $15.72 Range $14.89 - $16.68
Q2 2018
Shares 8,103 Value ($000) $124 Avg Close $16.26 Range $15.03 - $17.75
Q1 2018
Shares 7,007 Value ($000) $124 Avg Close $19.01 Range $17.24 - $20.89
Q4 2017
Shares 7,007 Value ($000) $129 Avg Close $17.38 Range $16.79 - $18.47
Q3 2017
Shares 7,007 Value ($000) $120 Avg Close $17.10 Range $16.07 - $18.31
Q2 2017
Shares 7,007 Value ($000) $119 Avg Close $16.26 Range $15.10 - $17.71
Q1 2017
Shares 7,789 Value ($000) $122 Avg Close $16.09 Range $15.24 - $17.26
Q4 2016
Shares 7,789 Value ($000) $122 Avg Close $15.06 Range $13.21 - $17.44
Q3 2016
Shares 7,075 Value ($000) $96 Avg Close $13.61 Range $11.93 - $14.88
Q2 2016
Shares 6,171 Value ($000) $80 Avg Close $15.28 Range $12.45 - $17.38
Q1 2016
Shares 5,001 Value ($000) $80 Avg Close $16.24 Range $14.01 - $19.14
Q4 2015
Shares 4,768 Value ($000) $92 Avg Close $19.51 Range $18.18 - $20.70
Q3 2015
Shares 5,450 Value ($000) $101 Avg Close $21.19 Range $17.97 - $23.19
Q2 2015
Shares 5,780 Value ($000) $123 Avg Close $20.89 Range $18.77 - $22.17
Q1 2015
Shares 6,390 Value ($000) $120 Avg Close $17.40 Range $16.01 - $19.30
Q4 2014
Shares 6,390 Value ($000) $109 Avg Close $17.24 Range $15.04 - $23.20