Position in TOP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,941
+$38,413 QoQ
Shares Held
6,879
+16.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. TOP ranks #67 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in TOP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,941 | 34,395 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,528 | 29,624 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,167 | 1,162 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1 | 1 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,849 | 4,776 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,854 | 4,722 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,000 | 3,268 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,451 | 2,825 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,359 | 15,523 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2 | 1 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,882 | 1,292 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,351 | 2,018 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $94,059 | 10,017 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,697 | 1,196 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $29,300 | 2,282 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,493 | 182 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||