Position in SPFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,137,917
+$286,300 QoQ
Shares Held
26,411
+29.9% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 156 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. SPFI ranks #180 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in SPFI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,917 | 26,411 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $851,617 | 20,325 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $804,246 | 20,728 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $438,716 | 11,351 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $319,494 | 8,865 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $283,540 | 8,561 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $936,443 | 26,948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $279,771 | 8,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $168,696 | 6,248 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $351,974 | 13,153 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $428,115 | 14,783 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $223,285 | 8,445 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $188,836 | 8,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $85,597 | 3,998 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $101,255 | 3,678 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $9,631 | 399 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $71,978 | 2,708 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,535 | 4,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,145 | 47 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,705 | 679 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $65,479 | 2,882 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $45,233 | 2,387 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,873 | 715 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $51,705 | 3,631 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $91,391 | 5,900 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||