UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SF — Stifel Financial Corp
CIK 861177
NEW YORK, NY
Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,467,335
+$13,146,093 QoQ
Shares Held
623,009
+51.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 591 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in SF 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. SF ranks #9 (0.6% 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 SF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,467,335 | 623,009 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,321,242 | 410,190 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $32,744,650 | 261,497 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $30,546,813 | 269,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,747,381 | 440,811 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,168,093 | 309,443 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $33,484,677 | 315,655 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,136,498 | 278,344 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,356,164 | 277,554 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,872,035 | 177,460 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,638,403 | 182,768 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,060,363 | 180,019 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,712,910 | 179,536 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,608,770 | 179,536 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,391,364 | 178,026 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,575,538 | 165,200 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,203,279 | 199,987 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,065,221 | 207,146 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,444,487 | 205,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,300,454 | 225,139 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,479,201 | 207,820 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,197,634 | 127,968 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $4,623,555 | 91,447 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,970,694 | 83,717 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,403,085 | 82,439 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||