ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in UBS — UBS Group AG
CIK 109380
SALT LAKE CITY, UT
Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$24,829
+$5,255 QoQ
Shares Held
501
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 758 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $8,108,541 across 18 Banks - Diversified names. UBS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,747 | $3,845,145 | |
| 2 | SAN |
Banco Santander, S.A.
|
86,758 | $1,197,260 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,948 | $1,136,637 | |
| 4 | C |
Citigroup Inc
|
5,738 | $803,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,400 | $611,536 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,315 | $190,162 | |
| 7 | BCS |
Barclays PLC
|
2,284 | $61,348 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2,336 | $55,082 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,829 | 501 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $19,574 | 501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,201 | 501 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,541 | 501 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,601 | 550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,846 | 550 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||