Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$139,508,694
-$24,579,445 QoQ
Shares Held
3,570,737
+0.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026AVIVA PLC holds $2,464,256,743 across 11 Banks - Diversified names. UBS ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,099,451 | $911,734,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,095,518 | $345,906,502 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,734,631 | $217,703,973 | |
| 4 | RY |
Royal Bank Of Canada
|
1,215,703 | $196,676,431 | |
| 5 | C |
Citigroup Inc
|
1,636,616 | $185,608,620 | |
| 6 | TD |
Toronto Dominion Bank
|
1,506,462 | $140,567,969 | |
| 7 | UBS |
UBS Group AG
This page
|
3,570,737 | $139,508,694 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
627,242 | $84,890,932 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||