COLDSTREAM CAPITAL MANAGEMENT INC

Position in UBS — UBS Group AG

CIK 1082339 BELLEVUE, WA

Position in UBS

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

Position Value

$1,519,014

+$405,832 QoQ

Shares Held

30,650

+7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#286

of 758 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $71,334,750 across 17 Banks - Diversified names. UBS ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	101,640	$33,269,820
2	BAC	Bank Of America Corp /De/	219,664	$12,516,453
3	WFC	Wells Fargo & Company/Mn	82,529	$6,820,196
4	C	Citigroup Inc	38,763	$5,425,269
5	BNY	Bank of New York Mellon Corp	19,417	$2,807,892
6	HSBC	Hsbc Holdings PLC	20,022	$1,903,891
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	65,272	$1,635,716
8	UBS	UBS Group AG This page	30,650	$1,519,014

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519,014	30,650	+7.6%	Shares	Sole	2026-08-14
2026-03-31	$1,113,182	28,492	-5.3%	Shares	Sole	2026-05-08
2025-12-31	$1,393,004	30,080	+10.2%	Shares	Sole	2026-02-09
2025-09-30	$1,118,972	27,292	+4.3%	Shares	Sole	2025-11-19
2025-06-30	$885,373	26,179	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$792,980	25,889	+4.0%	Shares	Sole	2025-05-13
2024-12-31	$754,695	24,891	+8.8%	Shares	Sole	2025-02-14
2024-06-30	$675,963	22,883	+66.2%	Shares	Sole	2024-08-07
2024-03-31	$423,014	13,770	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$403,121	13,046	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.