Next Level Wealth Planning
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Next Level Wealth Planning’s UBS Group UBS Stock Holding History

Next Level 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 		$4.81K Buy
+100
New +$5.26K ﹤0.01% 389

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Next Level Wealth Planning's UBS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in UBS Group (UBS) in Q3 2026: 100 shares worth $4.81K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

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

  • Next Level Wealth Planning held 100 shares of UBS Group worth $4.81K as of Q3 2026.
  • UBS Group was a new Next Level Wealth Planning position in Q3 2026.
  • UBS Group made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #389 holding.
  • 396 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.