UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 37,559 Value ($000) $1,739 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 39,356 Value ($000) $1,614 Avg Close $38.84 Range $33.48 - $42.56
Q2 2025
Shares 34,541 Value ($000) $1,168 Avg Close $30.94 Range $25.75 - $34.56
Q1 2025
Shares 37,273 Value ($000) $1,142 Avg Close $33.35 Range $30.14 - $35.84
Q4 2024
Shares 34,999 Value ($000) $1,061 Avg Close $31.70 Range $29.58 - $33.34
Q3 2024
Shares 34,228 Value ($000) $1,058 Avg Close $30.05 Range $27.37 - $31.45
Q2 2024
Shares 34,822 Value ($000) $1,029 Avg Close $29.73 Range $26.00 - $31.95
Q1 2024
Shares 33,739 Value ($000) $1,036 Avg Close $29.54 Range $26.89 - $32.13
Q4 2023
Shares 32,407 Value ($000) $1,001 Avg Close $26.30 Range $23.23 - $31.39
Q3 2023
Shares 33,695 Value ($000) $831 Avg Close $23.36 Range $19.25 - $26.97
Q2 2023
Shares 30,048 Value ($000) $609 Avg Close $20.11 Range $18.71 - $22.15
Q1 2023
Shares 26,160 Value ($000) $558 Avg Close $20.86 Range $17.99 - $22.30
Q4 2022
Shares 25,639 Value ($000) $479 Avg Close $17.01 Range $13.80 - $18.95
Q3 2022
Shares 17,188 Value ($000) $249 Avg Close $16.01 Range $14.39 - $17.21
Q2 2022
Shares 17,596 Value ($000) $285 Avg Close $17.53 Range $15.51 - $19.97
Q1 2022
Shares 15,826 Value ($000) $309 Avg Close $18.92 Range $15.04 - $21.48
Q4 2021
Shares 11,360 Value ($000) $203 Avg Close $17.60 Range $15.74 - $18.67