Position
Creative Planning in UBS Group AG
Back to the book · All holders of UBS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$2.59M$46.31 → $39.07
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 357.1K | $16.5M | — | — | — | 0.0% |
| Q1 2026 | 379.9K | $14.8M | $39.07 | −$2.59M | $893.5K | 0.0% |