NEXT Financial Holdings’s UBS Group UBS Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$2K	Buy	+171	New	+$2.17K	﹤0.01%	1497

Other funds holding UBS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

NEXT Financial Holdings's UBS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in UBS Group (UBS) in Q1 2019: 171 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

NEXT Financial Holdings held 171 shares of UBS Group worth $2K as of Q1 2019.
UBS Group was a new NEXT Financial Holdings position in Q1 2019.
UBS Group made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1497 holding.
327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.