Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$168,008
+$35,561 QoQ
Shares Held
3,390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#573
of 758 holders
Holding Since
Mar 2024
10 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, 2026Allianz SE holds $131,193,005 across 9 Banks - Diversified names. UBS ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
183,047 | $59,916,772 | |
| 2 | C |
Citigroup Inc
|
137,841 | $19,292,225 | |
| 3 | BAC |
Bank Of America Corp /De/
|
279,866 | $15,946,763 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,475 | $13,922,772 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
324,970 | $7,662,792 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
378,000 | $7,518,420 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
40,359 | $5,836,314 | |
| 8 | TD |
Toronto Dominion Bank
|
7,650 | $928,939 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,008 | 3,390 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $132,447 | 3,390 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $156,990 | 3,390 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $138,990 | 3,390 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $119,790 | 3,542 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $377,116 | 12,312 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $361,778 | 11,932 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $356,794 | 11,543 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $341,334 | 11,555 | Shares | Defined | 2025-05-12 | |
| 2024-03-31 | $545,587 | 17,760 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||