UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SNFCA — Security National Financial Corp
CIK 861177
NEW YORK, NY
Position in SNFCA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$387
+$8 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 77 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,640,933,356 across 16 Insurance - Life names. SNFCA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
5,201,217 | $609,842,689 | |
| 2 | MET |
Metlife Inc
|
6,026,518 | $509,903,682 | |
| 3 | PRU |
Prudential Financial Inc
|
3,106,298 | $335,262,739 | |
| 4 | GL |
Globe Life Inc.
|
275,000 | $49,136,996 | |
| 5 | UNM |
Unum Group
|
508,944 | $45,499,589 | |
| 6 | PRI |
Primerica, Inc.
|
93,371 | $26,536,036 | |
| 7 | JXN |
Jackson Financial Inc.
|
183,291 | $18,767,162 | |
| 8 | LNC |
Lincoln National Corp
|
451,306 | $15,953,663 |
All Filings in SNFCA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387 | 40 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $379 | 40 | Shares | Defined | 2026-05-13 | |
| 2025-09-30 | $31,914 | 3,681 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||