UBS Group
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UBS Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

UBS Group’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$949K Sell
20,433
-152
-0.7% -$7.22K ﹤0.01% 5590
2025
Q4 		$936K Buy
20,585
+152
+0.7% +$6.95K ﹤0.01% 5634
2025
Q3 		$946K Buy
20,433
+18
+0.1% +$822 ﹤0.01% 5622
2025
Q2 		$917K Buy
20,415
+3,010
+17% +$129K ﹤0.01% 5523
2025
Q1 		$739K Sell
17,405
-2,406
-12% -$105K ﹤0.01% 5542
2024
Q4 		$848K Sell
19,811
-321
-2% -$14.3K ﹤0.01% 5439
2024
Q3 		$886K Buy
20,132
+34
+0.2% +$1.43K ﹤0.01% 4762
2024
Q2 		$816K Buy
20,098
+69
+0.3% +$2.81K ﹤0.01% 4601
2024
Q1 		$843K Buy
20,029
+18,604
+1,306% +$733K ﹤0.01% 4737
2023
Q4 		$54.5K Sell
1,425
-2,147
-60% -$75.9K ﹤0.01% 6490
2023
Q3 		$123K Buy
3,572
+357
+11% +$12.8K ﹤0.01% 5693
2023
Q2 		$116K Buy
3,215
+1,992
+163% +$68.4K ﹤0.01% 5880
2023
Q1 		$42.1K Sell
1,223
-1,141
-48% -$39.3K ﹤0.01% 6574
2022
Q4 		$79.2K Buy
2,364
+2,338
+8,992% +$77.2K ﹤0.01% 6320
2022
Q3 		$1K Sell
26
-1,494
-98% -$49.5K ﹤0.01% 10042
2022
Q2 		$48K Buy
+1,520
New +$51.4K ﹤0.01% 5956
2022
Q1 		– Sell
-209
Closed -$8K – 10907
2021
Q4 		$8K Sell
209
-456
-69% -$16.9K ﹤0.01% 9059
2021
Q3 		$23K Buy
665
+327
+97% +$11.7K ﹤0.01% 7024
2021
Q2 		$12K Sell
338
-2,427
-88% -$83.6K ﹤0.01% 7900
2021
Q1 		$91K Buy
2,765
+1,956
+242% +$62.4K ﹤0.01% 6036
2020
Q4 		$25K Buy
+809
New +$23.5K ﹤0.01% 6782
2020
Q2 		– Sell
-84
Closed -$2K – 8357
2020
Q1 		$2K Buy
+84
New +$2.13K ﹤0.01% 7644

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

UBS Group's TPLC Position: Q1 2026 in Review

UBS Group reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 0.74% in Q1 2026, selling an estimated $7.22K and leaving 20,433 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #5590.

UBS Group first reported a position in TPLC in Q1 2020 and has held it in 22 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • UBS Group held 20,433 shares of Timothy Plan US Large/Mid Cap Core ETF worth $949K as of Q1 2026.
  • UBS Group sold 152 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $7.22K.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5590 holding.
  • UBS Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2020 and has held it in 22 quarters since.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

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