Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,816,697
+$76,249,384 QoQ
Shares Held
6,150,458
+5.1% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#37
of 758 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $304,816,697 across 1 Banks - Diversified name. UBS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
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|
6,150,458 | $304,816,697 |
All Filings in UBS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,816,697 | 6,150,458 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $228,567,313 | 5,850,200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $241,325,531 | 5,211,089 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $213,924,921 | 5,217,681 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $176,597,792 | 5,221,697 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $162,477,478 | 5,304,521 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $157,219,296 | 5,185,333 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $160,538,874 | 5,193,752 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $155,836,408 | 5,275,437 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $163,125,166 | 5,310,064 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $143,242,203 | 4,635,670 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,656,800 | 67,213 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,198,848 | 59,144 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||