Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,388,373
+$6,131,603 QoQ
Shares Held
350,855
+21.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#127
of 758 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GROUPAMA ASSET MANAGMENT holds $366,993,383 across 6 Banks - Diversified names. UBS ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
787,079 | $257,634,569 | |
| 2 | C |
Citigroup Inc
|
506,785 | $70,929,628 | |
| 3 | UBS |
UBS Group AG
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|
350,855 | $17,388,373 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
125,759 | $10,392,723 | |
| 5 | BAC |
Bank Of America Corp /De/
|
155,965 | $8,886,885 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
12,179 | $1,761,205 |
All Filings in UBS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,388,373 | 350,855 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,256,770 | 288,118 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $7,101,684 | 153,351 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $5,919,539 | 144,379 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $4,931,125 | 145,805 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,577,163 | 149,434 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,467,486 | 114,363 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,740,325 | 121,007 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,725,963 | 58,428 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,492,984 | 146,256 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||