Position in UBS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$161,242,436
-$39,383,320 QoQ
Shares Held
4,127,014
-4.7% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NATIXIS ADVISORS, LLC holds $2,376,245,815 across 18 Banks - Diversified names. UBS ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,128,446 | $626,103,674 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,787,791 | $330,904,811 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,447,322 | $274,441,304 | |
| 4 | C |
Citigroup Inc
|
1,844,597 | $209,195,745 | |
| 5 | BCS |
Barclays PLC
|
9,111,400 | $192,797,224 | |
| 6 | UBS |
UBS Group AG
This page
|
4,127,014 | $161,242,436 | |
| 7 | TD |
Toronto Dominion Bank
|
1,402,354 | $130,853,651 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,412,225 | $117,228,793 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,242,436 | 4,127,014 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $200,625,756 | 4,332,234 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $150,151,553 | 3,662,233 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $101,835,401 | 3,011,100 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $133,248,984 | 4,350,277 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $158,810,975 | 5,237,829 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $160,976,590 | 5,207,913 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $146,218,716 | 4,949,855 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $141,712,650 | 4,613,042 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $137,342,126 | 4,444,729 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $100,768,879 | 4,087,987 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $77,478,568 | 3,822,327 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $88,691,174 | 4,156,100 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $84,105,269 | 4,504,835 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $55,181,979 | 3,803,031 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $52,330,829 | 3,226,315 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $58,338,604 | 2,985,599 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $54,025,012 | 3,023,224 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $44,959,232 | 2,820,529 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,976,806 | 2,671,239 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,684,569 | 2,941,698 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $41,896,947 | 2,965,106 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,403,126 | 2,906,110 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,225,564 | 2,879,165 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $17,301,384 | 1,868,400 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||