Position in MC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,163,514
+$2,317,312 QoQ
Shares Held
445,789
-5.3% QoQ
Ownership
0.570%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in MC 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. MC ranks #26 (0.4% of the industry book) .
| # | 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 MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,163,514 | 445,789 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,846,202 | 470,986 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $42,921,736 | 624,407 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $48,616,560 | 681,668 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,320,450 | 454,436 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,534,885 | 506,081 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,778,754 | 308,321 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,471,890 | 152,852 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,578,688 | 186,048 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,103,693 | 160,361 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,066,498 | 143,711 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,501,255 | 121,898 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,223,666 | 115,211 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,510,027 | 143,341 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,662,183 | 147,568 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,867,894 | 143,978 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,682,612 | 169,825 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,403,532 | 178,989 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,788,787 | 172,593 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,494,751 | 137,300 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,630,313 | 134,124 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,852,943 | 143,093 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,098,765 | 237,356 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,024,639 | 228,362 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,371,819 | 268,672 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $8,598,150 | 305,984 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||