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 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 $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

Timber Creek Capital Management's UBS Position: Q1 2026 in Review

Timber Creek Capital Management reduced its UBS Group (UBS) stake by 3.7% in Q1 2026, selling an estimated $181K and leaving 109,157 shares worth $4.26M. The position accounts for 1.03% of the portfolio, ranked #35.

Timber Creek Capital Management first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.25M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Timber Creek Capital Management held 109,157 shares of UBS Group worth $4.26M as of Q1 2026.
Timber Creek Capital Management sold 4,226 UBS Group shares in Q1 2026, an estimated $181K.
UBS Group made up 1.03% of Timber Creek Capital Management's portfolio in Q1 2026, its #35 holding.
Timber Creek Capital Management first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Timber Creek Capital Management's UBS Group position peaked at $5.25M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Timber Creek Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.