Position in ANY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$107,316
+$66,254 QoQ
Shares Held
38,883
+37.3% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 22 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. ANY ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in ANY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,316 | 38,883 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $41,062 | 28,319 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $824 | 2,767 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $8,179 | 11,131 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $309,974 | 525,383 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,279 | 131,027 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $25,443 | 26,954 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19 | 21 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $330 | 306 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,769 | 4,396 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,015 | 306 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $379 | 285 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,307 | 4,798 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $702 | 2,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,067 | 61,839 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $9,675 | 21,890 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,340 | 2,500 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $39,257 | 18,694 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,933 | 18,889 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,880 | 2,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,341 | 3,579 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,220 | 2,000 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,094 | 4,961 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $19,189 | 7,769 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $435 | 622 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||