Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,247,868
-$5,652,452 QoQ
Shares Held
196,957
-24.2% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PIPR 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. PIPR ranks #31 (0.2% 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 PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,247,868 | 196,957 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,900,320 | 259,965 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $10,287,776 | 30,284 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,561,308 | 27,555 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,343,814 | 37,216 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,176,938 | 28,979 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,183,202 | 23,948 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,364,997 | 15,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,052,337 | 4,572 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,945,988 | 14,842 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,844,434 | 16,266 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $153,737 | 1,058 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,762,071 | 13,632 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,227,667 | 8,857 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $972,778 | 7,472 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $192,407 | 1,837 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $159,723 | 1,409 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $641,418 | 4,887 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,111,593 | 11,829 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $471,040 | 3,402 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $579,910 | 4,476 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,361,962 | 12,421 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,439,136 | 14,263 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $977,105 | 13,385 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $806,587 | 13,634 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $626,865 | 12,396 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||