UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PIPR — Piper Sandler Companies
CIK 861177
NEW YORK, NY
Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,714,679
-$476,725 QoQ
Shares Held
134,292
+0.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. PIPR ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,346,727 | $2,373,409,281 | |
| 2 | MS |
Morgan Stanley
|
11,206,144 | $2,342,532,336 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,843,766 | $1,092,824,283 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,938,383 | $394,941,042 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,938,409 | $168,719,114 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
578,032 | $162,820,049 | |
| 7 | FUTU |
Futu Holdings Ltd
|
1,715,691 | $160,828,870 | |
| 8 | TW |
Tradeweb Markets Inc.
|
753,188 | $75,062,709 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,714,679 | 134,292 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,191,404 | 133,134 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,135,350 | 32,779 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,286,886 | 32,528 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,218,798 | 79,941 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,977,030 | 44,323 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $13,241,589 | 44,146 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,934,766 | 35,005 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,026,573 | 39,217 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,805,250 | 19,171 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,445,985 | 19,706 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,617,757 | 18,015 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,628,371 | 20,334 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,818,494 | 20,334 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,735,551 | 21,012 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,200,794 | 21,012 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,451,634 | 21,627 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,547,430 | 19,409 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,899,179 | 16,241 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,217,019 | 16,012 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,774,063 | 13,693 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,003,962 | 18,276 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,844,046 | 18,276 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,334,148 | 18,276 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $516,169 | 8,725 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $212,343 | 4,199 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||