Position in BMO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$110,573,589
+$43,274,360 QoQ
Shares Held
817,006
+57.6% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. BMO ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,573,589 | 817,006 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $67,299,229 | 518,524 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $277,090,852 | 2,127,377 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $92,177,799 | 833,208 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $67,373,611 | 705,409 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,370,132 | 271,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,315,999 | 369,357 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,495,940 | 280,214 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,971,938 | 265,888 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,058,405 | 273,483 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,903,566 | 212,203 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,776,348 | 196,837 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $17,733,334 | 199,005 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,487,066 | 193,014 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $17,323,184 | 197,663 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $17,697,683 | 184,025 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $21,004,084 | 178,046 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,456,136 | 217,751 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,057,702 | 191,093 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,347,635 | 188,647 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,454,360 | 218,294 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,869,163 | 182,417 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,501,899 | 214,037 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,802,578 | 184,780 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $9,044,838 | 179,961 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||