Timber Creek Capital Management’s UBS Group UBS Stock Holding History

Timber Creek Capital 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
2026 Q2	$5.42M	Buy	109,432 +275	+0.3%	+$12.5K	1.11%	29
2026 Q1	$4.26M	Sell	109,157 -4,226	-4%	-$181K	1.03%	35
2025 Q4	$5.25M	Sell	113,383 -3,083	-3%	-$125K	1.22%	32
2025 Q3	$4.78M	Sell	116,466 -618	-0.5%	-$24K	1.15%	32
2025 Q2	$4.4M	Sell	117,084 -57	-0%	-$1.76K	1.12%	34
2025 Q1	$3.59M	Sell	117,141 -472	-0.4%	-$15.7K	0.96%	45
2024 Q4	$3.57M	Buy	117,613 +311	+0.3%	+$9.86K	1.03%	38
2024 Q3	$3.63M	Buy	117,302 +31,643	+37%	+$951K	1.02%	41
2024 Q2	$2.53M	Buy	85,659 +2,068	+2%	+$61.5K	0.76%	47
2024 Q1	$2.57M	Buy	+83,591	New	+$2.47M	0.8%	44

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Timber Creek Capital Management's UBS Position: Q2 2026 in Review

Timber Creek Capital Management increased its UBS Group (UBS) stake by 0.25% in Q2 2026, buying an estimated $12.5K and bringing the position to 109,432 shares worth $5.42M. The position accounts for 1.11% of the portfolio, ranked #29.

Timber Creek Capital Management first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Timber Creek Capital Management held 109,432 shares of UBS Group worth $5.42M as of Q2 2026.
Timber Creek Capital Management bought 275 UBS Group shares in Q2 2026, an estimated $12.5K.
UBS Group made up 1.11% of Timber Creek Capital Management's portfolio in Q2 2026, its #29 holding.
Timber Creek Capital Management first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Timber Creek Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.