Position in SIEB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$308,338
+$1,937 QoQ
Shares Held
160,593
+84.0% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,257,021,368 across 82 Capital Markets names. SIEB ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in SIEB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,338 | 160,593 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $306,401 | 87,294 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $651,533 | 223,128 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,172,126 | 265,187 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,219 | 405 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,615 | 2,410 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $13,319 | 7,928 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $302 | 155 | Shares | Sole | 2023-11-09 | |
| 2021-12-31 | $8,704 | 3,752 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,328 | 1,292 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,830 | 3,499 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,289 | 4,022 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,162 | 3,610 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,017 | 1,863 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,739 | 3,901 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $36,598 | 5,069 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||