Position in GSIW
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$4
-$9,022 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 7 holders
Holding Since
Dec 2023
8 quarters on record
Common Shares in GSIW 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.
| # | 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 GSIW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4 | 32 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,026 | 60,179 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,460 | 17,071 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,919 | 41,498 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,027 | 151,694 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31,360 | 19,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,888 | 42,112 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $897 | 115 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||