Creative Planning
UBS icon

Creative Planning’s UBS Group UBS Stock Holding History

Creative 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
2026
Q1 		$14.8M Buy
379,936
+22,869
+6% +$979K 0.01% 539
2025
Q4 		$16.5M Buy
357,067
+33,700
+10% +$1.36M 0.01% 439
2025
Q3 		$13.3M Buy
323,367
+64,257
+25% +$2.5M 0.01% 478
2025
Q2 		$8.76M Sell
259,110
-39,316
-13% -$1.22M 0.01% 549
2025
Q1 		$9.14M Buy
298,426
+31,874
+12% +$1.06M 0.01% 516
2024
Q4 		$8.08M Buy
266,552
+32,542
+14% +$1.03M 0.01% 524
2024
Q3 		$7.23M Buy
234,010
+24,338
+12% +$731K 0.01% 530
2024
Q2 		$6.19M Buy
209,672
+19,134
+10% +$569K 0.01% 548
2024
Q1 		$5.85M Buy
190,538
+20,499
+12% +$606K 0.01% 559
2023
Q4 		$5.25M Buy
170,039
+6,044
+4% +$159K 0.01% 553
2023
Q3 		$4.04M Buy
163,995
+19,639
+14% +$459K 0.01% 591
2023
Q2 		$2.93M Buy
144,356
+34,807
+32% +$700K ﹤0.01% 676
2023
Q1 		$2.34M Buy
109,549
+9,420
+9% +$197K ﹤0.01% 727
2022
Q4 		$1.87M Buy
100,129
+35,360
+55% +$601K ﹤0.01% 772
2022
Q3 		$940K Buy
64,769
+25,151
+63% +$403K ﹤0.01% 991
2022
Q2 		$643K Buy
39,618
+298
+0.8% +$5.22K ﹤0.01% 1176
2022
Q1 		$769K Buy
39,320
+4,481
+13% +$84.8K ﹤0.01% 1102
2021
Q4 		$623K Buy
34,839
+6,384
+22% +$112K ﹤0.01% 1191
2021
Q3 		$454K Buy
28,455
+9,906
+53% +$160K ﹤0.01% 1353
2021
Q2 		$285K Sell
18,549
-5,172
-22% -$81.7K ﹤0.01% 1595
2021
Q1 		$368K Buy
23,721
+1,702
+8% +$26.2K ﹤0.01% 1650
2020
Q4 		$311K Buy
22,019
+1,789
+9% +$23.7K ﹤0.01% 1609
2020
Q3 		$226K Buy
20,230
+4,507
+29% +$54K ﹤0.01% 1606
2020
Q2 		$181K Sell
15,723
-27,811
-64% -$286K ﹤0.01% 1556
2020
Q1 		$403K Sell
43,534
-8,255
-16% -$95.1K ﹤0.01% 1055
2019
Q4 		$652K Buy
51,789
+6,055
+13% +$72K ﹤0.01% 977
2019
Q3 		$517K Sell
45,734
-20,465
-31% -$230K ﹤0.01% 1044
2019
Q2 		$784K Buy
66,199
+1,695
+3% +$20.8K ﹤0.01% 864
2019
Q1 		$781K Sell
64,504
-2,603
-4% -$33K ﹤0.01% 830
2018
Q4 		$831K Buy
67,107
+15,020
+29% +$204K ﹤0.01% 742
2018
Q3 		$819K Sell
52,087
-7,809
-13% -$123K ﹤0.01% 849
2018
Q2 		$919K Sell
59,896
-18,181
-23% -$296K ﹤0.01% 790
2018
Q1 		$1.38M Sell
78,077
-19,815
-20% -$377K 0.01% 578
2017
Q4 		$1.8M Sell
97,892
-9,555
-9% -$166K 0.01% 492
2017
Q3 		$1.84M Buy
107,447
+984
+0.9% +$16.8K 0.01% 488
2017
Q2 		$1.81M Buy
106,463
+38,094
+56% +$619K 0.01% 470
2017
Q1 		$1.09M Sell
68,369
-5,324
-7% -$85.7K 0.01% 631
2016
Q4 		$1.16M Buy
73,693
+4,793
+7% +$72.2K 0.01% 572
2016
Q3 		$938K Buy
68,900
+61,418
+821% +$836K 0.01% 618
2016
Q2 		$97K Buy
7,482
+1,722
+30% +$26.3K ﹤0.01% 1700
2016
Q1 		$92K Buy
5,760
+1,069
+23% +$17.4K ﹤0.01% 1687
2015
Q4 		$91K Sell
4,691
-12,090
-72% -$236K ﹤0.01% 1690
2015
Q3 		$311K Sell
16,781
-9,654
-37% -$205K ﹤0.01% 951
2015
Q2 		$560K Sell
26,435
-47,386
-64% -$990K 0.01% 630
2015
Q1 		$1.39M Buy
73,821
+72,012
+3,981% +$1.25M 0.01% 364
2014
Q4 		$31K Buy
+1,809
New +$31K ﹤0.01% 2329

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Creative Planning's UBS Position: Q1 2026 in Review

Creative Planning increased its UBS Group (UBS) stake by 6.4% in Q1 2026, buying an estimated $979K and bringing the position to 379,936 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #539.

Creative Planning first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.5M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Creative Planning held 379,936 shares of UBS Group worth $14.8M as of Q1 2026.
  • Creative Planning bought 22,869 UBS Group shares in Q1 2026, an estimated $979K.
  • UBS Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #539 holding.
  • Creative Planning first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Creative Planning's UBS Group position peaked at $16.5M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.