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Cornerstone Planning Group’s UBS Group UBS Stock Holding History

Cornerstone Planning Group’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
2026
Q2 		$59.9K Sell
1,137
-6
-0.5% -$273 0.01% 360
2026
Q1 		$50.4K Buy
1,143
+174
+18% +$7.45K 0.01% 398
2025
Q4 		$46.5K Buy
969
+882
+1,014% +$35.6K 0.01% 369
2025
Q3 		$2.93K Sell
87
-266
-75% -$10.3K ﹤0.01% 1083
2025
Q2 		$13.3K Sell
353
-141
-29% -$4.36K ﹤0.01% 492
2025
Q1 		$14.4K Buy
494
+307
+164% +$10.2K ﹤0.01% 474
2024
Q4 		$6.69K Buy
187
+106
+131% +$3.36K ﹤0.01% 521
2024
Q3 		$2.66K Buy
81
+9
+13% +$270 ﹤0.01% 710
2024
Q2 		$2.01K Buy
72
+54
+300% +$1.6K ﹤0.01% 768
2024
Q1 		$490 Buy
18
+15
+500% +$443 ﹤0.01% 942
2023
Q4 		$93 Hold
3
– – ﹤0.01% 903
2023
Q3 		$74 Sell
3
-132
-98% -$3.08K ﹤0.01% 1120
2023
Q2 		$2.74K Buy
+135
New +$2.71K ﹤0.01% 1081
2022
Q4 		$3.05K Buy
+145
New +$2.47K ﹤0.01% 1070

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cornerstone Planning Group's UBS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its UBS Group (UBS) stake by 0.52% in Q2 2026, selling an estimated $273 and leaving 1,137 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #360.

Cornerstone Planning Group first reported a position in UBS in Q4 2022 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Cornerstone Planning Group held 1,137 shares of UBS Group worth $59.9K as of Q2 2026.
  • Cornerstone Planning Group sold 6 UBS Group shares in Q2 2026, an estimated $273.
  • UBS Group made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #360 holding.
  • Cornerstone Planning Group first reported a position in UBS Group in Q4 2022 and has held it in 14 quarters since.
  • 416 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.