Position in UBS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$222,524
+$18,657 QoQ
Shares Held
4,490
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#552
of 758 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $129,179,945 across 11 Banks - Diversified names. UBS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,591 | $86,281,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
619,974 | $35,326,118 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,695 | $3,571,143 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,982 | $1,899,232 | |
| 5 | C |
Citigroup Inc
|
8,447 | $1,182,242 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | UBS |
UBS Group AG
This page
|
4,490 | $222,524 | |
| 8 | TD |
Toronto Dominion Bank
|
1,577 | $191,495 |
All Filings in UBS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,524 | 4,490 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $203,867 | 5,218 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $257,483 | 5,560 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $231,814 | 5,654 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $177,352 | 5,244 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $191,008 | 6,236 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $158,452 | 5,226 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $131,305 | 4,248 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $120,345 | 4,074 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $105,185 | 3,424 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $97,644 | 3,160 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $67,048 | 2,720 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $50,269 | 2,480 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $34,400 | 1,612 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $21,787 | 1,167 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $11,506 | 793 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,511 | 833 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $18,953 | 970 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $8,398 | 470 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,120 | 384 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,890 | 384 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $7,108 | 616 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $74 | 8 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||