UFPG
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United Financial Planning Group’s Globe Life GL Stock Holding History

United Financial Planning Group’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.4K Hold
47
– – ﹤0.01% 277
2026
Q1 		$6.54K Buy
+47
New +$6.64K ﹤0.01% 275

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

United Financial Planning Group held its Globe Life (GL) position steady in Q2 2026 at 47 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

United Financial Planning Group first reported a position in GL in Q1 2026 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • United Financial Planning Group held 47 shares of Globe Life worth $8.4K as of Q2 2026.
  • United Financial Planning Group left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #277 holding.
  • United Financial Planning Group first reported a position in Globe Life in Q1 2026 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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