UFPG
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United Financial Planning Group’s ASE Group ASX Stock Holding History

United Financial Planning Group’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.1K Buy
+1,797
New +$60.3K 0.04% 84

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

United Financial Planning Group's ASX Position: Q2 2026 in Review

United Financial Planning Group opened a new position in ASE Group (ASX) in Q2 2026: 1,797 shares worth $81.1K. The stake represents 0.04% of the portfolio and ranks #84 among its holdings.

485 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • United Financial Planning Group held 1,797 shares of ASE Group worth $81.1K as of Q2 2026.
  • ASE Group was a new United Financial Planning Group position in Q2 2026.
  • ASE Group made up 0.04% of United Financial Planning Group's portfolio in Q2 2026, its #84 holding.
  • 485 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.