UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SNEX — StoneX Group Inc.
CIK 861177
NEW YORK, NY
Position in SNEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,731,239
+$7,255,930 QoQ
Shares Held
275,079
+2.2% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 469 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SNEX 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. SNEX ranks #14 (0.3% 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 SNEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,731,239 | 183,386 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,475,309 | 179,483 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,359,919 | 77,367 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,707,959 | 76,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,910,149 | 163,596 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,182,213 | 107,125 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $6,765,008 | 69,052 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,539,253 | 55,438 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,794,839 | 63,668 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,721,944 | 38,741 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,860,252 | 38,741 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,272,676 | 23,449 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,948,145 | 23,449 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,427,675 | 23,449 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,168,454 | 22,754 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,887,214 | 22,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,715,504 | 21,974 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,631,127 | 21,974 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,069,732 | 17,465 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,150,942 | 17,465 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,059,599 | 17,465 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,080,666 | 16,529 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $957,025 | 16,529 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $845,624 | 16,529 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||