Decker Retirement Planning
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Decker Retirement Planning’s UBS Group UBS Stock Holding History

Decker Retirement Planning’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 		$384 Hold
8
– – ﹤0.01% 317
2026
Q2 		$395 Buy
+8
New +$364 ﹤0.01% 409

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Decker Retirement Planning's UBS Position: Q3 2026 in Review

Decker Retirement Planning held its UBS Group (UBS) position steady in Q3 2026 at 8 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Decker Retirement Planning first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $395 in Q2 2026. 425 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Decker Retirement Planning held 8 shares of UBS Group worth $384 as of Q3 2026.
  • Decker Retirement Planning left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #317 holding.
  • Decker Retirement Planning first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • Decker Retirement Planning's UBS Group position peaked at $395 in Q2 2026.
  • 425 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.