UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LOB — Live Oak Bancshares, Inc.
CIK 861177
NEW YORK, NY
Position in LOB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,692,354
-$17,998 QoQ
Shares Held
51,175
+2.8% QoQ
Ownership
0.111%
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 49.188080117244745.ToString("F0")%
Shared 0.ToString("F0")%
None 50.811919882755255.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,373,850,219 across 260 Banks - Regional names. LOB ranks #117 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,568,674 | $742,605,368 | |
| 2 | USB |
US Bancorp De
|
12,530,419 | $651,707,086 | |
| 3 | TFC |
Truist Financial Corp
|
9,106,421 | $418,622,168 | |
| 4 | NU |
Nu Holdings Ltd.
|
27,230,717 | $391,305,401 | |
| 5 | BAP |
Credicorp Ltd
|
1,113,106 | $377,543,289 | |
| 6 | FHN |
First Horizon Corp
|
14,284,824 | $325,122,590 | |
| 7 | FITB |
Fifth Third Bancorp
|
6,334,567 | $294,303,977 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
16,373,151 | $256,239,809 |
All Filings in LOB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,692,354 | 51,175 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,710,352 | 49,792 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,793,436 | 50,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,740,733 | 91,971 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,539,187 | 57,734 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $3,486,411 | 88,152 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,113,136 | 86,830 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,683,681 | 105,068 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,120,312 | 26,989 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,227,998 | 26,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $781,329 | 26,989 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $608,154 | 23,115 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $563,310 | 23,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $621,393 | 20,576 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $683,785 | 22,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,030,491 | 30,407 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,547,410 | 30,407 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,575,490 | 29,505 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,632,235 | 25,652 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,758,908 | 29,812 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,421,600 | 35,357 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,722,322 | 36,290 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $663,898 | 26,210 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $418,030 | 28,810 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $299,304 | 24,002 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||