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Creative Planning UBS Position History
UBS Group AG • Financial Services
Quarters held
10
Latest value
$23.4M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $454K |
| Q3 2025 | $12.8M |
| Q4 2025 | $16M |
| Q4 2025 | $524K |
| Q1 2026 | $582K |
| Q1 2026 | $14.3M |
| Q2 2026 | $728K |
| Q2 2026 | $21.9M |
| Q3 2026 | $695K |
| Q3 2026 | $23.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.4M | 485.9K | — | — |
| Q3 2026 | $695K | 14.4K | — | — |
| Q2 2026 | $21.9M | 441.8K | — | — |
| Q2 2026 | $728K | 14.7K | — | — |
| Q1 2026 | $14.3M | 365.0K | — | — |
| Q1 2026 | $582K | 14.9K | — | — |
| Q4 2025 | $524K | 11.3K | — | — |
| Q4 2025 | $16M | 345.8K | — | — |
| Q3 2025 | $12.8M | 312.3K | — | — |
| Q3 2025 | $454K | 11.1K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B