Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,679,823
+$31,020,669 QoQ
Shares Held
1,083,128
+86.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#92
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $795,043,619 across 9 Banks - Diversified names. UBS ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
538,373 | $176,225,634 | |
| 2 | C |
Citigroup Inc
|
1,059,317 | $148,262,007 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,271,927 | $129,454,400 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
478,616 | $69,212,659 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
367,582 | $64,951,739 | |
| 6 | RY |
Royal Bank Of Canada
|
290,572 | $60,139,686 | |
| 7 | UBS |
UBS Group AG
This page
|
1,083,128 | $53,679,823 | |
| 8 | TD |
Toronto Dominion Bank
|
390,811 | $47,456,179 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,679,823 | 1,083,128 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,659,154 | 579,963 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,376,744 | 850,286 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,882,060 | 655,660 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,076,846 | 564,070 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,763,803 | 808,482 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,929,208 | 855,185 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,276,618 | 591,285 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,924,717 | 708,352 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,949,043 | 1,072,560 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $26,519,090 | 858,223 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,199,937 | 900,606 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,924,029 | 588,260 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,008,362 | 937,599 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,355,304 | 1,518,763 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $26,643,174 | 1,836,194 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,371,635 | 2,180,742 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $29,969,826 | 1,533,768 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,197,768 | 1,186,221 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,146,962 | 2,267,689 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,453,819 | 1,268,176 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,633,149 | 2,552,038 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,988,355 | 1,060,747 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,069,566 | 813,414 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,933,474 | 1,294,062 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,851,287 | 1,063,854 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||