Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,660,430
+$4,354,404 QoQ
Shares Held
376,522
+2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#122
of 758 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREAT LAKES ADVISORS, LLC holds $831,690,526 across 6 Banks - Diversified names. UBS ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,119,634 | $366,489,796 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,579,440 | $203,956,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,088,541 | $172,597,026 | |
| 4 | C |
Citigroup Inc
|
465,917 | $65,209,740 | |
| 5 | UBS |
UBS Group AG
This page
|
376,522 | $18,660,430 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
33,034 | $4,777,046 |
All Filings in UBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,660,430 | 376,522 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,306,026 | 366,164 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,309,025 | 611,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,729,755 | 627,555 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,227,359 | 627,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,270,264 | 74,119 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,116,669 | 69,811 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,991,283 | 64,422 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,655,450 | 56,041 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $283,176 | 9,218 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $265,338 | 8,587 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $300,483 | 12,190 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $203,754 | 9,548 | Shares | Sole | 2023-05-10 | |
| 2021-12-31 | $200,090 | 11,197 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $179,452 | 11,258 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $172,697 | 11,258 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $173,889 | 11,197 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $158,213 | 11,197 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $124,846 | 11,197 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $117,234 | 10,159 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||