Position in MTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$524,476
+$185,260 QoQ
Shares Held
209,791
+191.9% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 13 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTC 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. MTC ranks #51 (0.0% 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 MTC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,476 | 209,791 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $339,216 | 71,868 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $333,757 | 97,590 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,847 | 5,833 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,231 | 25,102 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,434 | 26,269 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,219 | 1,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,679 | 194,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,420 | 14,550 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $700 | 700 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $58 | 113 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $1,404 | 1,170 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,405 | 1,814 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,822 | 3,349 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,755 | 19,511 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,775 | 9,391 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,091 | 12,260 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $5,478 | 2,634 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,513 | 1,763 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $797 | 848 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,377 | 1,761 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||