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Creekmur Asset Management’s UBS Group UBS Stock Holding History

Creekmur Asset Management’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
2025
Q1 		– Sell
-36
Closed -$1.09K – 991
2024
Q4 		$1.09K Hold
36
– – ﹤0.01% 664
2024
Q3 		$1.11K Hold
36
– – ﹤0.01% 719
2024
Q2 		$1.06K Buy
+36
New +$1.07K ﹤0.01% 778

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UBS AM
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Massachusetts Financial Services
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCI
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Creekmur Asset Management's UBS Position: Q1 2025 in Review

Creekmur Asset Management sold out of UBS Group (UBS) in Q1 2025, closing a stake of 36 shares — an estimated $1.09K sold.

Creekmur Asset Management first reported a position in UBS in Q2 2024 and held it in 3 quarters. The position peaked at $1.11K in Q3 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Creekmur Asset Management reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 36 UBS Group shares in Q1 2025, an estimated $1.09K.
  • Creekmur Asset Management first reported a position in UBS Group in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's UBS Group position peaked at $1.11K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.