Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$162,749,835
+$63,067,811 QoQ
Shares Held
3,283,895
+28.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#56
of 758 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TD Asset Management Inc holds $16,193,967,745 across 11 Banks - Diversified names. UBS ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
22,965,684 | $4,753,207,617 | |
| 2 | TD |
Toronto Dominion Bank
|
25,526,617 | $3,099,697,102 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
15,233,725 | $2,691,799,207 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
19,907,518 | $2,289,364,570 | |
| 5 | BNS |
Bank Of Nova Scotia
|
14,090,469 | $1,223,616,327 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
3,520,281 | $1,152,293,579 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,130,966 | $452,768,993 | |
| 8 | BAC |
Bank Of America Corp /De/
|
2,989,757 | $170,356,353 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,749,835 | 3,283,895 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $99,682,024 | 2,551,370 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,214,635 | 1,149,096 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,163,243 | 1,150,323 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,703,922 | 1,114,841 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $33,137,769 | 1,081,873 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,150,587 | 961,431 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $37,126,681 | 1,201,122 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $39,454,451 | 1,335,628 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $37,454,315 | 1,219,216 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,472,766 | 727,274 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,695,076 | 717,853 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $14,507,766 | 715,726 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,905,555 | 745,340 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,182,534 | 759,643 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,769,684 | 811,143 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,629,909 | 840,315 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,813,153 | 860,448 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $15,011,907 | 840,062 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,299,885 | 897,107 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,034,320 | 914,884 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,963,675 | 899,142 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||