UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in TFIN — Triumph Financial, Inc.
CIK 861177
NEW YORK, NY
Position in TFIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,999,742
+$637,987 QoQ
Shares Held
39,310
-0.7% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 226 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in TFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. TFIN ranks #100 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in TFIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,999,742 | 39,310 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,361,755 | 39,587 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,461,982 | 39,310 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,981,031 | 39,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,833,061 | 69,553 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,797,632 | 48,402 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $5,201,422 | 57,234 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,092,489 | 51,452 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,334,840 | 65,258 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,107,609 | 26,571 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,130,461 | 26,571 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,943,374 | 29,995 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,821,295 | 29,995 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,741,506 | 29,995 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,220,536 | 22,457 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,373,190 | 21,950 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,365,917 | 25,164 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,834,221 | 23,801 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,284,064 | 22,811 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,693,715 | 22,811 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,478,069 | 19,099 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $876,180 | 18,047 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $561,983 | 18,047 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $447,416 | 18,435 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $483,522 | 18,597 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||