Ubs Group shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ubs Group by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $829k | 27k | 30.91 |
| 2024-06-30 | $22k | 746 | 29.54 |
| 2024-03-31 | $23k | 746 | 30.72 |
| 2023-12-31 | $23k | 746 | 30.90 |
| 2023-09-30 | $16k | 655 | 24.65 |
| 2023-06-30 | $11k | 541 | 20.27 |
| 2023-03-31 | $14k | 666 | 21.34 |
| 2022-12-31 | $12k | 631 | 18.67 |
| 2022-09-30 | $82k | 5.7k | 14.45 |
| 2022-06-30 | $134k | 8.3k | 16.22 |
| 2022-03-31 | $175k | 9.0k | 19.50 |
| 2021-12-31 | $195k | 11k | 17.83 |
| 2021-09-30 | $172k | 11k | 15.93 |
| 2021-06-30 | $161k | 11k | 15.32 |
| 2021-03-31 | $159k | 10k | 15.49 |
| 2020-12-31 | $145k | 10k | 14.13 |
| 2020-09-30 | $114k | 10k | 11.11 |
| 2020-06-30 | $121k | 11k | 11.55 |
| 2020-03-31 | $97k | 11k | 9.26 |
| 2019-12-31 | $132k | 11k | 12.60 |
| 2019-09-30 | $116k | 10k | 11.27 |
| 2019-06-30 | $112k | 9.5k | 11.82 |
| 2019-03-31 | $115k | 9.5k | 12.14 |
| 2018-12-31 | $107k | 8.6k | 12.40 |
| 2018-09-30 | $127k | 8.1k | 15.67 |
| 2018-06-30 | $124k | 8.1k | 15.30 |
| 2018-03-31 | $124k | 7.0k | 17.70 |
| 2017-12-31 | $129k | 7.0k | 18.41 |
| 2017-09-30 | $120k | 7.0k | 17.13 |
| 2017-06-30 | $119k | 7.0k | 16.98 |
| 2017-03-31 | $122k | 7.8k | 15.66 |
| 2016-12-31 | $122k | 7.8k | 15.66 |
| 2016-09-30 | $96k | 7.1k | 13.57 |
| 2016-06-30 | $80k | 6.2k | 12.96 |
| 2016-03-31 | $80k | 5.0k | 16.00 |
| 2015-12-31 | $92k | 4.8k | 19.30 |
| 2015-09-30 | $101k | 5.5k | 18.53 |
| 2015-06-30 | $123k | 5.8k | 21.28 |
| 2015-03-31 | $120k | 6.4k | 18.78 |
| 2014-12-31 | $109k | 6.4k | 17.06 |