Superior Planning, LLC’s UBS Group UBS Stock Holding History

Superior Planning, LLC’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.5K	Buy	+1,256	New	+$66K	0.03%	329

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's UBS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in UBS Group (UBS) in Q3 2026: 1,256 shares worth $60.5K. The stake represents 0.03% of the portfolio and ranks #329 among its holdings.

539 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Superior Planning, LLC held 1,256 shares of UBS Group worth $60.5K as of Q3 2026.
UBS Group was a new Superior Planning, LLC position in Q3 2026.
UBS Group made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #329 holding.
539 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.