Position in FBIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$674,907
-$101,091 QoQ
Shares Held
10,684
-25.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 141 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. FBIZ ranks #203 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in FBIZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,907 | 10,684 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $775,998 | 14,389 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $997,490 | 18,370 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $496,401 | 9,684 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $297,626 | 5,875 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $205,951 | 4,368 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $194,186 | 4,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $169,412 | 3,716 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,219 | 2,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $292,237 | 7,793 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $349,752 | 8,722 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $130,213 | 4,339 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $132,881 | 4,506 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $106,814 | 3,501 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $120,212 | 3,289 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $5,957 | 191 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $37,337 | 1,138 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $19,063 | 664 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $52,007 | 2,103 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $26,823 | 1,457 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,960 | 697 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $43,378 | 2,637 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $92,829 | 5,989 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||