Position in IBN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$111,728,019
+$24,892,006 QoQ
Shares Held
3,848,709
+14.8% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Derivatives in IBN
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$5,806
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. IBN ranks #13 (1.7% 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 IBN
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,806 | 200 | Put | Defined | 2026-08-13 | |
| 2026-06-30 | $111,728,019 | 3,848,709 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,559,180 | 60,200 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $12,950 | 500 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $86,836,013 | 3,352,742 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,487,020 | 49,900 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $8,409,560 | 282,200 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $117,811,436 | 3,953,404 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $95,035,708 | 3,143,755 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $8,530,906 | 282,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,508,477 | 49,900 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $2,664,288 | 79,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $111,286,298 | 3,308,154 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,991,488 | 59,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $103,572,164 | 3,285,919 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $22,776,099 | 722,592 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $17,066,251 | 541,442 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $16,522,792 | 553,342 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $19,154,951 | 641,492 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $118,815,653 | 3,979,091 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $112,178,386 | 3,758,070 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $83,549 | 2,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $144,436,425 | 5,013,413 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $86,430 | 3,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $102,999 | 3,900 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $134,615,571 | 5,097,144 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $369,740 | 14,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $95,360 | 4,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $92,976 | 3,900 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $86,900,754 | 3,645,166 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $90,308,567 | 3,906,080 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $90,168 | 3,900 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $92,480 | 4,000 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $90,880,797 | 3,937,643 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $84,487,294 | 3,915,074 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $91,539,118 | 4,181,778 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $87,064,144 | 4,151,843 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $77,160,447 | 4,349,518 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $74,003,333 | 3,907,251 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $75,392,673 | 3,809,635 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,676,505 | 3,745,443 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,888,842 | 3,443,792 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $49,508,060 | 3,088,463 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $37,727,814 | 2,538,884 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $23,820,319 | 2,423,227 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,366,510 | 2,407,590 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $21,391,023 | 2,516,591 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||