Meriwether Wealth & Planning’s UBS Group UBS Stock Holding History

Meriwether Wealth & 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	$2.07K	Buy	+43	New	+$2.26K	﹤0.01%	645

Other funds holding UBS

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Meriwether Wealth & Planning's UBS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in UBS Group (UBS) in Q3 2026: 43 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

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

Meriwether Wealth & Planning held 43 shares of UBS Group worth $2.07K as of Q3 2026.
UBS Group was a new Meriwether Wealth & Planning position in Q3 2026.
UBS Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #645 holding.
192 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.