Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,289,869
+$1,230,370 QoQ
Shares Held
46,204
+70.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 758 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $993,731,708 across 18 Banks - Diversified names. UBS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,765,481 | $577,894,895 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,751,319 | $213,750,156 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,837,010 | $151,810,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
75,473 | $10,914,150 | |
| 5 | C |
Citigroup Inc
|
60,696 | $8,495,011 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
51,262 | $4,874,503 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
175,458 | $4,396,976 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
152,605 | $3,035,313 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,869 | 46,204 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,059,499 | 27,118 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $669,781 | 14,463 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $383,022 | 9,342 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $251,384 | 7,433 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $213,460 | 6,969 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $225,974 | 7,453 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $255,872 | 8,278 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $249,731 | 8,454 | Shares | Defined | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||