Position in SAN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$73,980,611
+$6,978,755 QoQ
Shares Held
5,360,914
-9.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UBS Group AG holds $16,312,286,841 across 20 Banks - Diversified names. SAN ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,807,767 | $6,156,346,365 | |
| 2 | UBS |
UBS Group AG
|
107,137,265 | $5,309,722,851 | |
| 3 | BAC |
Bank Of America Corp /De/
|
22,503,004 | $1,282,221,165 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,975,364 | $907,004,079 | |
| 5 | C |
Citigroup Inc
|
6,069,739 | $849,520,668 | |
| 6 | TD |
Toronto Dominion Bank
|
4,007,209 | $486,595,387 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,491,266 | $360,261,973 | |
| 8 | RY |
Royal Bank Of Canada
|
1,279,914 | $264,903,798 |
All Filings in SAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,980,611 | 5,360,914 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $67,001,856 | 5,939,881 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,531,451 | 556,816 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,500,225 | 429,411 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,259,900 | 874,687 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,820,449 | 868,724 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,449,558 | 537,184 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,708,614 | 531,101 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,734,246 | 590,550 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,921,263 | 603,567 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,550,653 | 616,100 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,180,818 | 580,005 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,155,289 | 580,941 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,776,432 | 752,421 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,412,724 | 817,873 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,712,699 | 1,600,302 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,152,032 | 1,125,726 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,447,285 | 1,019,907 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,232,681 | 982,578 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,504,054 | 967,971 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,757,322 | 960,952 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,548,389 | 1,034,516 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,751,703 | 902,198 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,938,037 | 1,047,588 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,473,329 | 1,026,278 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,416,168 | 1,028,157 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||