UBS Group
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UBS Group’s Ned Davis Research 360 Dynamic Allocation ETF NDAA Stock Holding History

UBS Group’s Portfolio NDAA Stock Details NDAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.14K Buy
+299
New +$7.2K ﹤0.01% 9336

Other funds holding NDAA

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

UBS Group's NDAA Position: Q3 2026 in Review

UBS Group opened a new position in Ned Davis Research 360 Dynamic Allocation ETF (NDAA) in Q3 2026: 299 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #9336 among its holdings.

6 funds tracked by Wall St. Rank hold NDAA as of Q3 2026.

  • UBS Group held 299 shares of Ned Davis Research 360 Dynamic Allocation ETF worth $7.14K as of Q3 2026.
  • Ned Davis Research 360 Dynamic Allocation ETF was a new UBS Group position in Q3 2026.
  • Ned Davis Research 360 Dynamic Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9336 holding.
  • 6 funds tracked by Wall St. Rank held Ned Davis Research 360 Dynamic Allocation ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.