UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 13,990 Value ($000) $648 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 13,804 Value ($000) $566 Avg Close $38.84 Range $33.48 - $42.56
Q2 2025
Shares 13,774 Value ($000) $466 Avg Close $30.94 Range $25.75 - $34.56
Q1 2025
Shares 14,636 Value ($000) $448 Avg Close $33.35 Range $30.14 - $35.84
Q4 2024
Shares 11,261 Value ($000) $341 Avg Close $31.70 Range $29.58 - $33.34
Q3 2024
Shares 12,843 Value ($000) $397 Avg Close $30.05 Range $27.37 - $31.45
Q2 2024
Shares 11,773 Value ($000) $348 Avg Close $29.73 Range $26.00 - $31.95