Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,043,106
+$14,010,364 QoQ
Shares Held
1,032,580
+31.5% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SF 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. SF ranks #16 (0.9% 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 SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,043,106 | 1,032,580 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $58,032,742 | 785,075 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $46,119,276 | 368,306 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $63,931,181 | 563,419 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,054,223 | 183,602 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,862,375 | 221,328 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,122,168 | 104,847 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,105,786 | 75,674 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,469,923 | 41,235 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,082,658 | 52,228 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,043,773 | 44,017 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,629,632 | 26,524 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,384,499 | 90,238 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,764,973 | 63,716 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,184,791 | 20,298 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,102,204 | 21,233 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $987,128 | 17,621 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,105,366 | 89,917 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,260,445 | 103,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,492,424 | 95,533 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,470,715 | 130,600 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,230,182 | 81,645 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,393,434 | 67,250 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,587,936 | 70,964 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $764,333 | 16,115 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $5,018,665 | 121,576 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||