UBS Group
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UBS Group’s Creative Realities CREX Stock Holding History

UBS Group’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Sell
3,234
-4,618
-59% -$15.5K ﹤0.01% 8327
2025
Q4 		$20.5K Buy
7,852
+2,622
+50% +$7.28K ﹤0.01% 7760
2025
Q3 		$12K Buy
5,230
+3,911
+297% +$10.4K ﹤0.01% 8456
2025
Q2 		$4.45K Sell
1,319
-14,237
-92% -$34.2K ﹤0.01% 9263
2025
Q1 		$30.3K Buy
15,556
+9,958
+178% +$23K ﹤0.01% 7933
2024
Q4 		$13.7K Buy
5,598
+3,630
+184% +$13.4K ﹤0.01% 8124
2024
Q3 		$9.03K Buy
+1,968
New +$8.91K ﹤0.01% 7802
2024
Q2 		– Sell
-802
Closed -$3.02K – 9598
2024
Q1 		$3.02K Buy
802
+702
+702% +$2.36K ﹤0.01% 7784
2023
Q4 		$236 Buy
+100
New +$190 ﹤0.01% 8785
2023
Q3 		– Sell
-420
Closed -$1.28K – 9531
2023
Q2 		$1.28K Buy
+420
New +$1.09K ﹤0.01% 7960
2023
Q1 		– Sell
-126
Closed -$219 – 9695
2022
Q4 		$219 Sell
126
-903
-88% -$1.65K ﹤0.01% 10305
2022
Q3 		$2K Buy
1,029
+1,028
+102,800% +$1.98K ﹤0.01% 9705
2022
Q2 		$0 Hold
1
– – ﹤0.01% 10392
2022
Q1 		$0 Sell
1
-934
-100% -$3.3K ﹤0.01% 10333
2021
Q4 		$4K Buy
935
+934
+93,400% +$4.42K ﹤0.01% 9505
2021
Q3 		$0 Sell
1
-655
-100% -$3.14K ﹤0.01% 9607
2021
Q2 		$4K Buy
656
+655
+65,500% +$3.34K ﹤0.01% 8657
2021
Q1 		$0 Hold
1
– – ﹤0.01% 9047
2020
Q4 		$0 Sell
1
-285
-100% -$926 ﹤0.01% 8432
2020
Q3 		$1K Buy
286
+257
+886% +$1.35K ﹤0.01% 7768
2020
Q2 		$0 Sell
29
-785
-96% -$5.39K ﹤0.01% 7984
2020
Q1 		$2K Sell
814
-133
-14% -$554 ﹤0.01% 7603
2019
Q4 		$4K Sell
947
-650
-41% -$3.1K ﹤0.01% 7651
2019
Q3 		$8K Buy
1,597
+1,596
+159,600% +$9.64K ﹤0.01% 7268
2019
Q2 		$0 Hold
1
– – ﹤0.01% 7894
2019
Q1 		$0 Sell
1
-1,297
-100% -$9.66K ﹤0.01% 7774
2018
Q4 		$9K Buy
+1,298
New +$11.4K ﹤0.01% 7275

Other funds holding CREX

MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's CREX Position: Q1 2026 in Review

UBS Group reduced its Creative Realities (CREX) stake by 59% in Q1 2026, selling an estimated $15.5K and leaving 3,234 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8327.

UBS Group first reported a position in CREX in Q4 2018 and has held it in 27 quarters since. The position peaked at $30.3K in Q1 2025. 30 funds tracked by Wall St. Rank hold CREX as of Q1 2026.

  • UBS Group held 3,234 shares of Creative Realities worth $11.1K as of Q1 2026.
  • UBS Group sold 4,618 Creative Realities shares in Q1 2026, an estimated $15.5K.
  • Creative Realities made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8327 holding.
  • UBS Group first reported a position in Creative Realities in Q4 2018 and has held it in 27 quarters since.
  • UBS Group's Creative Realities position peaked at $30.3K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Creative Realities as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.