Position in NTB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,936,791
+$3,133,661 QoQ
Shares Held
246,509
+25.3% QoQ
Ownership
0.622%
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 99.57161807479645.ToString("F0")%
Shared 0.ToString("F0")%
None 0.42838192520354224.ToString("F0")%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. NTB ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in NTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,936,791 | 246,509 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,803,130 | 196,771 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,759,161 | 40,987 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,204,482 | 207,870 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,370,806 | 240,771 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,259,511 | 280,698 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $932,473 | 25,284 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $613,545 | 17,470 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,702,347 | 53,215 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,750,882 | 54,698 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $614,959 | 22,709 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $855,766 | 31,278 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $523,368 | 19,384 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $493,205 | 16,545 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $46,190 | 1,423 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $80,812 | 2,591 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $421,984 | 11,761 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $754,234 | 19,791 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,694 | 273 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,706 | 838 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $397,296 | 10,395 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $273,210 | 8,768 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $16,821 | 755 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $423,776 | 17,375 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $524,063 | 30,773 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||