JFS WEALTH ADVISORS, LLC - UBS GROUP AG ownership

UBS GROUP AG's ticker is UBS and the CUSIP is H42097107. A total of 312 filers reported holding UBS GROUP AG in Q3 2018. The put-call ratio across all filers is 2.76 and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of UBS GROUP AG
ValueSharesWeighting
Q2 2024$22,037
-3.8%
7460.0%0.00%0.0%
Q1 2024$22,918
-0.6%
7460.0%0.00%0.0%
Q4 2023$23,052
+42.8%
746
+13.9%
0.00%0.0%
Q3 2023$16,146
+47.2%
655
+21.1%
0.00%
+100.0%
Q2 2023$10,967
-22.8%
541
-18.8%
0.00%0.0%
Q1 2023$14,213
+20.6%
666
+5.5%
0.00%0.0%
Q4 2022$11,781
-85.6%
631
-88.9%
0.00%
-88.9%
Q3 2022$82,000
-38.8%
5,676
-31.3%
0.01%
-35.7%
Q2 2022$134,000
-23.4%
8,263
-7.9%
0.01%
-17.6%
Q1 2022$175,000
-10.3%
8,976
-17.9%
0.02%
-5.6%
Q4 2021$195,000
+13.4%
10,936
+1.3%
0.02%0.0%
Q3 2021$172,000
+6.8%
10,797
+2.7%
0.02%
-25.0%
Q2 2021$161,000
+1.3%
10,511
+2.4%
0.02%
-25.0%
Q1 2021$159,000
+9.7%
10,2640.0%0.03%
+6.7%
Q4 2020$145,000
+27.2%
10,2640.0%0.03%
+11.1%
Q3 2020$114,000
-5.8%
10,264
-2.0%
0.03%
-12.9%
Q2 2020$121,000
+24.7%
10,4780.0%0.03%
+6.9%
Q1 2020$97,000
-26.5%
10,4780.0%0.03%
-12.1%
Q4 2019$132,000
+13.8%
10,478
+1.8%
0.03%
+10.0%
Q3 2019$116,000
+3.6%
10,294
+8.7%
0.03%
+7.1%
Q2 2019$112,000
-2.6%
9,4720.0%0.03%
-6.7%
Q1 2019$115,000
+7.5%
9,472
+9.7%
0.03%
+3.4%
Q4 2018$107,000
-15.7%
8,632
+6.5%
0.03%
-12.1%
Q3 2018$127,000
+2.4%
8,1030.0%0.03%0.0%
Q2 2018$124,0000.0%8,103
+15.6%
0.03%0.0%
Q1 2018$124,000
-3.9%
7,0070.0%0.03%
+3.1%
Q4 2017$129,000
+7.5%
7,0070.0%0.03%
+3.2%
Q3 2017$120,000
+0.8%
7,0070.0%0.03%
-6.1%
Q2 2017$119,000
-2.5%
7,007
-10.0%
0.03%0.0%
Q1 2017$122,0000.0%7,7890.0%0.03%0.0%
Q4 2016$122,000
+27.1%
7,789
+10.1%
0.03%
+22.2%
Q3 2016$96,000
+20.0%
7,075
+14.6%
0.03%
+22.7%
Q2 2016$80,0000.0%6,171
+23.4%
0.02%
-8.3%
Q1 2016$80,000
-13.0%
5,001
+4.9%
0.02%
-7.7%
Q4 2015$92,000
-8.9%
4,768
-12.5%
0.03%
-40.9%
Q3 2015$101,000
-17.9%
5,450
-5.7%
0.04%
-30.2%
Q2 2015$123,000
+2.5%
5,780
-9.5%
0.06%
+12.5%
Q1 2015$120,000
+10.1%
6,3900.0%0.06%
+229.4%
Q4 2014$109,0006,3900.02%
Other shareholders
UBS GROUP AG shareholders Q3 2018
NameSharesValueWeighting ↓
EXANE DERIVATIVES 4,484,255$51,007,505,0009.15%
Lingohr Asset Management GmbH 636,587$7,228,0007.24%
Zurcher Kantonalbank (Zurich Cantonalbank) 37,839,071$429,942,0003.60%
EXANE DERIVATIVES 99,237$14,486,806,0002.60%
Vilas Fund, LP 160,000$1,810,0002.44%
OSSIAM 2,799,990$31,815,0002.22%
Greenwich Investment Management, Inc. 114,890$1,299,0001.37%
DODGE & COX 144,998,827$1,646,047,0001.35%
Assenagon Asset Management S.A. 16,997,569$193,132,0001.29%
Congress Park Capital LLC 130,900$1,480,0001.24%
View complete list of UBS GROUP AG shareholders