Next Financial Group’s UBS Group UBS Stock Holding History

Next Financial Group’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
2021 Q4	$23K	Buy	1,296 +427	+49%	+$7.52K	﹤0.01%	1830
2021 Q3	$14K	Buy	869 +472	+119%	+$7.64K	﹤0.01%	1929
2021 Q2	$6K	Sell	397 -25	-6%	-$395	﹤0.01%	2166
2021 Q1	$7K	Buy	422 +43	+11%	+$661	﹤0.01%	2014
2020 Q4	$5K	Hold	379	–	–	﹤0.01%	2006
2020 Q3	$4K	Buy	+379	New	+$4.54K	﹤0.01%	1932
2020 Q2	–	Sell	-218	Closed	-$2K	–	1817
2020 Q1	$2K	Hold	218	–	–	﹤0.01%	1957
2019 Q4	$3K	Hold	218	–	–	﹤0.01%	2110
2019 Q3	$3K	Sell	218 -37	-15%	-$416	﹤0.01%	2048
2019 Q2	$3K	Buy	255 +84	+49%	+$1.03K	﹤0.01%	2049
2019 Q1	$2K	Buy	171 +87	+104%	+$1.1K	﹤0.01%	1497
2018 Q4	$1K	Buy	+84	New	+$1.14K	﹤0.01%	1892
2017 Q1	–	Sell	-402	Closed	-$6K	–	2277
2016 Q4	$6K	Sell	402 -82	-17%	-$1.24K	﹤0.01%	1870
2016 Q3	$7K	Buy	484 +84	+21%	+$1.14K	﹤0.01%	1819
2016 Q2	$5K	Buy	400 +219	+121%	+$3.35K	﹤0.01%	1418
2016 Q1	$2K	Buy	181 +131	+262%	+$2.13K	﹤0.01%	1566
2015 Q4	$0	Hold	50	–	–	﹤0.01%	1948
2015 Q3	$0	Buy	+50	New	+$1.06K	﹤0.01%	1961

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Financial Group's UBS Position: Q4 2021 in Review

Next Financial Group increased its UBS Group (UBS) stake by 49% in Q4 2021, buying an estimated $7.52K and bringing the position to 1,296 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Next Financial Group first reported a position in UBS in Q3 2015 and has held it in 18 quarters since. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

Next Financial Group held 1,296 shares of UBS Group worth $23K as of Q4 2021.
Next Financial Group bought 427 UBS Group shares in Q4 2021, an estimated $7.52K.
UBS Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1830 holding.
Next Financial Group first reported a position in UBS Group in Q3 2015 and has held it in 18 quarters since.
367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.