MAI Capital Management

Position in UBS — UBS Group AG

CIK 1040197 INDEPENDENCE, OH

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$583,716

+$518,313 QoQ

Shares Held

11,778

+603.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#384

of 758 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $299,676,874 across 18 Banks - Diversified names. UBS ranks #13 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	549,021	$179,711,043
2	BAC	Bank Of America Corp /De/	1,192,229	$67,933,207
3	WFC	Wells Fargo & Company/Mn	225,268	$18,616,147
4	BNY	Bank of New York Mellon Corp	86,727	$12,541,591
5	C	Citigroup Inc	78,905	$11,043,543
6	HSBC	Hsbc Holdings PLC	27,845	$2,647,780
7	RY	Royal Bank Of Canada	6,443	$1,333,507
8	BMO	Bank Of Montreal /Can/	5,715	$1,009,840

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,716	11,778	+603.6%	Shares	Sole	2026-08-14
2026-03-31	$65,403	1,674	+109.5%	Shares	Sole	2026-05-15
2025-12-31	$37,001	799	+28.9%	Shares	Sole	2026-02-13
2025-09-30	$25,420	620	-85.8%	Shares	Sole	2025-11-10
2025-06-30	$147,996	4,376	+1222.1%	Shares	Sole	2025-08-12
2025-03-31	$10,138	331	+173.6%	Shares	Sole	2025-05-15
2024-12-31	$3,668	121	-99.6%	Shares	Sole	2025-02-14
2024-06-30	$934,675	31,641	-7.4%	Shares	Sole	2024-08-12
2024-03-31	$1,049,978	34,179	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$1,057,892	34,236	+9.2%	Shares	Sole	2024-02-09
2023-09-30	$772,604	31,343	+9.3%	Shares	Sole	2023-11-14
2023-06-30	$581,323	28,679	+150.8%	Shares	Sole	2023-08-02
2023-03-31	$244,044	11,436	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.