Position in SAN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$67,001,856
+$60,470,405 QoQ
Shares Held
5,939,881
+966.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.49356072958363.ToString("F0")%
Shared 0.ToString("F0")%
None 31.506439270416358.ToString("F0")%
Common Shares in SAN 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. SAN ranks #11 (0.5% 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 SAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||