Creative Planning - UBS AG ownership

UBS AG's ticker is and the CUSIP is 90270KAW9. A total of 10 filers reported holding UBS AG in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of UBS AG
ValueSharesWeighting
Q1 2018$53,000
+60.6%
41,000
+70.8%
0.00%
Q4 2017$33,000
+17.9%
24,000
+9.1%
0.00%
Q3 2017$28,000
+3.7%
22,0000.0%0.00%
Q2 2017$27,000
+8.0%
22,0000.0%0.00%
Q1 2017$25,000
-65.8%
22,000
-67.2%
0.00%
Q4 2016$73,000
+204.2%
67,000
+204.5%
0.00%
Q3 2016$24,000
+118.2%
22,000
+100.0%
0.00%
Q2 2016$11,000
-8.3%
11,0000.0%0.00%
Q1 2016$12,000
-81.0%
11,000
-81.4%
0.00%
-100.0%
Q4 2015$63,000
+200.0%
59,000
+181.0%
0.00%
Q3 2015$21,000
+75.0%
21,000
+61.5%
0.00%
Q1 2015$12,000
+140.0%
13,000
+160.0%
0.00%
Q3 2014$5,000
-54.5%
5,000
-54.5%
0.00%
Q2 2014$11,00011,0000.00%
Other shareholders
UBS AG shareholders Q1 2018
NameSharesValueWeighting ↓
Wellesley Asset Management 11,059$14,828,0000.78%
Cerity Partners LLC 22,432$396,0000.03%
Certified Advisory Corp 5,000$6,0000.00%
JOYN Advisors, Inc. 9,000$12,0000.00%
D.A. DAVIDSON & CO. 40,000$59,0000.00%
BANK OF AMERICA CORP /DE/ 11,000$14,0000.00%
Creative Planning 41,000$53,0000.00%
COMMONWEALTH EQUITY SERVICES, LLC 32,000$41,0000.00%
FMR LLC 28,000$36,0000.00%
Advisor Group, Inc. 2$3,0000.00%
View complete list of UBS AG shareholders