Position in NMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,963,259
+$808,637 QoQ
Shares Held
223,606
+52.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in NMR 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. NMR ranks #45 (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 NMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,963,259 | 223,606 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,154,622 | 146,340 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,308,340 | 275,130 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,227,459 | 168,839 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,057,670 | 312,716 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,033,512 | 168,051 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,566,043 | 615,897 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $654,614 | 125,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $722,430 | 124,988 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $873,684 | 136,088 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $632,689 | 140,286 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $537,904 | 133,807 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $529,704 | 138,304 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $481,873 | 126,809 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,065,611 | 284,163 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $884,482 | 268,025 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $948,982 | 265,079 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,152,869 | 273,192 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $948,339 | 219,016 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,282,221 | 259,559 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,264,772 | 248,482 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,259,723 | 235,023 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,219,823 | 228,860 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,032,634 | 225,466 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,021,426 | 230,051 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $880,956 | 206,313 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||