UFPG
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United Financial Planning Group’s CME Group CME Stock Holding History

United Financial Planning Group’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.74K Hold
26
– – ﹤0.01% 346
2026
Q1 		$7.68K Buy
26
+9
+53% +$2.67K ﹤0.01% 249
2025
Q4 		$4.64K Buy
+17
New +$4.62K ﹤0.01% 277

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's CME Position: Q2 2026 in Review

United Financial Planning Group held its CME Group (CME) position steady in Q2 2026 at 26 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

United Financial Planning Group first reported a position in CME in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.68K in Q1 2026. 1,701 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • United Financial Planning Group held 26 shares of CME Group worth $5.74K as of Q2 2026.
  • United Financial Planning Group left its CME Group share count unchanged in Q2 2026.
  • CME Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #346 holding.
  • United Financial Planning Group first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's CME Group position peaked at $7.68K in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.