Ubs Group shares owned by Creative Planning
Historical chart of Creative Planning investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubs Group by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 323k | 41.00 |
| 2025-06-30 | $8.8M | 259k | 33.82 |
| 2025-03-31 | $9.1M | 298k | 30.63 |
| 2024-12-31 | $8.1M | 267k | 30.32 |
| 2024-09-30 | $7.2M | 234k | 30.91 |
| 2024-06-30 | $6.2M | 210k | 29.54 |
| 2024-03-31 | $5.9M | 191k | 30.72 |
| 2023-12-31 | $5.3M | 170k | 30.90 |
| 2023-09-30 | $4.0M | 164k | 24.65 |
| 2023-06-30 | $2.9M | 144k | 20.27 |
| 2023-03-31 | $2.3M | 110k | 21.34 |
| 2022-12-31 | $1.9M | 100k | 18.67 |
| 2022-09-30 | $940k | 65k | 14.51 |
| 2022-06-30 | $643k | 40k | 16.23 |
| 2022-03-31 | $769k | 39k | 19.56 |
| 2021-12-31 | $623k | 35k | 17.88 |
| 2021-09-30 | $454k | 29k | 15.96 |
| 2021-06-30 | $285k | 19k | 15.36 |
| 2021-03-31 | $368k | 24k | 15.51 |
| 2020-12-31 | $311k | 22k | 14.12 |
| 2020-09-30 | $226k | 20k | 11.17 |
| 2020-06-30 | $181k | 16k | 11.51 |
| 2020-03-31 | $403k | 44k | 9.26 |
| 2019-12-31 | $652k | 52k | 12.59 |
| 2019-09-30 | $517k | 46k | 11.30 |
| 2019-06-30 | $784k | 66k | 11.84 |
| 2019-03-31 | $781k | 65k | 12.11 |
| 2018-12-31 | $831k | 67k | 12.38 |
| 2018-09-30 | $819k | 52k | 15.72 |
| 2018-06-30 | $919k | 60k | 15.34 |
| 2018-03-31 | $1.4M | 78k | 17.66 |
| 2017-12-31 | $1.8M | 98k | 18.40 |
| 2017-09-30 | $1.8M | 107k | 17.13 |
| 2017-06-30 | $1.8M | 107k | 16.98 |
| 2017-03-31 | $1.1M | 68k | 15.94 |
| 2016-12-31 | $1.2M | 74k | 15.67 |
| 2016-09-30 | $938k | 69k | 13.61 |
| 2016-06-30 | $97k | 7.5k | 12.96 |
| 2016-03-31 | $92k | 5.8k | 15.97 |
| 2015-12-31 | $91k | 4.7k | 19.40 |
| 2015-09-30 | $311k | 17k | 18.53 |
| 2015-06-30 | $560k | 26k | 21.18 |
| 2015-03-31 | $1.4M | 74k | 18.78 |
| 2014-12-31 | $31k | 1.8k | 17.14 |