Position in LOB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,723,221
-$797,167 QoQ
Shares Held
142,825
-11.1% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.22142482058463.ToString("F0")%
Shared 0.ToString("F0")%
None 8.778575179415368.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Derivatives in LOB
reported options exposure · as of Mar 31, 2021CallValue
$1,808,136
CallShares
26,400
PutValue
$0
PutShares
0
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 Mar 31, 2026UBS Group AG holds $6,203,885,587 across 312 Banks - Regional names. LOB ranks #126 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
31,753,585 | $945,621,757 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,743,133 | $362,728,545 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
19,279,048 | $301,717,100 | |
| 4 | TFC |
Truist Financial Corp
|
6,415,455 | $294,918,462 | |
| 5 | USB |
US Bancorp De
|
5,652,311 | $293,976,693 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,162,128 | $286,292,464 | |
| 7 | WBS |
Webster Financial Corp
|
2,829,670 | $196,435,690 | |
| 8 | MTB |
M&T Bank Corp
|
921,146 | $190,419,299 |
All Filings in LOB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,723,221 | 142,825 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,520,388 | 160,710 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,373,794 | 124,185 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,360,515 | 112,769 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,030,974 | 113,690 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,177,665 | 105,630 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,877,800 | 81,862 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $903,460 | 25,769 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,891,942 | 45,578 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,314,038 | 50,858 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,005,605 | 34,736 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $678,324 | 25,782 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $669,346 | 27,466 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $362,943 | 12,018 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $730,666 | 23,878 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,075,566 | 31,737 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,876,466 | 36,873 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,030,020 | 11,800 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,776,676 | 27,922 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,751,819 | 46,641 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,352,814 | 19,752 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $1,808,136 | 26,400 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $1,066,567 | 22,473 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $1,252,944 | 26,400 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $207,730 | 8,201 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $378,666 | 26,097 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $254,587 | 20,416 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||