Center for Financial Planning’s UBS Group UBS Stock Holding History

Center for Financial Planning’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-122	Closed	-$1K	–	572
2020 Q1	$1K	Buy	+122	New	+$1.41K	﹤0.01%	557

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's UBS Position: Q2 2020 in Review

Center for Financial Planning sold out of UBS Group (UBS) in Q2 2020, closing a stake of 122 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in UBS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

Center for Financial Planning reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
Center for Financial Planning sold 122 UBS Group shares in Q2 2020, an estimated $1K.
Center for Financial Planning first reported a position in UBS Group in Q1 2020 and held it in 1 quarter.
Center for Financial Planning's UBS Group position peaked at $1K in Q1 2020.
303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.