Union Bancaire Privee, UBP SA
Position in LPLA — LPL Financial Holdings Inc.
CIK 1716607
GENEVA 1, V8
Position in LPLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$794,337
-$6,773 QoQ
Shares Held
2,820
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 761 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $148,490,937 across 6 Capital Markets names. LPLA ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
125,190 | $126,613,410 | |
| 2 | MS |
Morgan Stanley
|
64,552 | $13,493,950 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
75,375 | $6,560,640 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,820 | $794,337 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
5,484 | $735,568 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,863 | $293,032 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,337 | 2,820 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $801,110 | 2,663 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $779,702 | 2,183 | Shares | Defined | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||