Creative Financial Designs’s UBS Group UBS Stock Holding History

Creative Financial Designs’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 Q1	$124K	Buy	3,175 +306	+11%	+$13.1K	0.01%	633
2025 Q4	$133K	Buy	2,869 +1	+0%	+$40	0.01%	585
2025 Q3	$118K	Buy	2,868 +68	+2%	+$2.64K	0.01%	597
2025 Q2	$94.7K	Sell	2,800 -64	-2%	-$1.98K	0.01%	681
2025 Q1	$87.7K	Sell	2,864 -256	-8%	-$8.54K	0.01%	656
2024 Q4	$94.6K	Buy	3,120 +500	+19%	+$15.8K	0.01%	618
2024 Q3	$81K	Hold	2,620	–	–	0.01%	644
2024 Q2	$77.4K	Buy	2,620 +6	+0.2%	+$178	0.01%	645
2024 Q1	$80.3K	Hold	2,614	–	–	0.01%	614
2023 Q4	$80.8K	Hold	2,614	–	–	0.01%	583
2023 Q3	$64.4K	Hold	2,614	–	–	0.01%	568
2023 Q2	$53K	Sell	2,614 -607	-19%	-$12.2K	0.01%	621
2023 Q1	$68.7K	Hold	3,221	–	–	0.01%	526
2022 Q4	$60.1K	Hold	3,221	–	–	0.01%	539
2022 Q3	$47K	Hold	3,221	–	–	0.01%	562
2022 Q2	$52K	Buy	3,221 +21	+0.7%	+$368	0.01%	539
2022 Q1	$63K	Buy	+3,200	New	+$60.5K	0.01%	515

Other funds holding UBS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Creative Financial Designs's UBS Position: Q1 2026 in Review

Creative Financial Designs increased its UBS Group (UBS) stake by 11% in Q1 2026, buying an estimated $13.1K and bringing the position to 3,175 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #633.

Creative Financial Designs first reported a position in UBS in Q1 2022 and has held it in 17 quarters since. The position peaked at $133K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Creative Financial Designs held 3,175 shares of UBS Group worth $124K as of Q1 2026.
Creative Financial Designs bought 306 UBS Group shares in Q1 2026, an estimated $13.1K.
UBS Group made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #633 holding.
Creative Financial Designs first reported a position in UBS Group in Q1 2022 and has held it in 17 quarters since.
Creative Financial Designs's UBS Group position peaked at $133K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.