Position in CIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,822,873
+$3,571,618 QoQ
Shares Held
1,188,654
+83.9% QoQ
Ownership
2.35%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 76 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,299,180,162 across 18 Insurance - Life names. CIA ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
4,200,939 | $265,919,437 | |
| 2 | MET |
Metlife Inc
|
2,440,347 | $206,477,755 | |
| 3 | PRU |
Prudential Financial Inc
|
1,860,121 | $200,762,857 | |
| 4 | AFL |
Aflac Inc
|
1,528,766 | $179,247,812 | |
| 5 | MFC |
Manulife Financial Corp
|
3,840,935 | $155,596,273 | |
| 6 | UNM |
Unum Group
|
1,109,567 | $99,195,289 | |
| 7 | GL |
Globe Life Inc.
|
356,369 | $63,676,012 | |
| 8 | LNC |
Lincoln National Corp
|
1,191,689 | $42,126,204 |
All Filings in CIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,822,873 | 1,188,654 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,251,255 | 646,373 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,710,342 | 768,187 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,589,628 | 874,215 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,719,749 | 1,065,831 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,644,363 | 800,959 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,116,192 | 527,729 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,240,961 | 342,807 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $778,156 | 286,087 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $564,101 | 263,599 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $594,949 | 221,171 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $663,901 | 232,948 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $533,963 | 221,562 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,003,788 | 270,563 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $536,975 | 252,101 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $837,237 | 250,670 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,076,419 | 256,902 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $893,575 | 210,749 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $589,637 | 111,043 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $71,811 | 11,564 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,739 | 11,104 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $131,721 | 22,750 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $103,890 | 18,131 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $58,235 | 10,512 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $163,759 | 27,339 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $284,584 | 43,648 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||