Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$182,791,999
+$43,283,305 QoQ
Shares Held
3,688,297
+3.3% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#51
of 758 holders
Holding Since
Mar 2020
26 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, 2026AVIVA PLC holds $2,882,035,837 across 11 Banks - Diversified names. UBS ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,098,055 | $1,014,086,343 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,946,829 | $395,830,316 | |
| 3 | RY |
Royal Bank Of Canada
|
1,266,537 | $262,135,162 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,662,190 | $220,003,381 | |
| 5 | C |
Citigroup Inc
|
1,508,888 | $211,183,964 | |
| 6 | TD |
Toronto Dominion Bank
|
1,514,831 | $183,945,928 | |
| 7 | UBS |
UBS Group AG
This page
|
3,688,297 | $182,791,999 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
630,423 | $111,395,744 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,791,999 | 3,688,297 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $139,508,694 | 3,570,737 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $164,088,139 | 3,543,255 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $140,558,291 | 3,428,251 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $127,595,757 | 3,772,790 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $115,800,114 | 3,780,611 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $119,912,780 | 3,954,907 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $127,744,477 | 4,132,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $123,511,939 | 4,181,176 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $135,900,887 | 4,423,857 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $136,796,432 | 4,427,069 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $109,441,341 | 4,439,811 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,944,576 | 3,993,319 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $89,457,493 | 4,192,010 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $107,127,638 | 5,737,956 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $76,627,542 | 5,281,016 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $83,528,847 | 5,149,744 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $82,518,123 | 4,223,036 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,460,609 | 2,823,761 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $43,253,460 | 2,713,517 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $43,111,321 | 2,810,386 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $46,993,966 | 3,026,012 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $46,393,509 | 3,283,334 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,843,765 | 972,535 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,086,869 | 960,734 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,783,369 | 948,528 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||