Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$810,900
+$50,520 QoQ
Shares Held
16,362
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 758 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $167,815,808 across 12 Banks - Diversified names. UBS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
343,254 | $112,357,331 | |
| 2 | BAC |
Bank Of America Corp /De/
|
706,054 | $40,230,956 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
61,997 | $8,965,386 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,628 | $1,043,577 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,367 | $1,041,579 | |
| 6 | C |
Citigroup Inc
|
7,074 | $990,077 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,759 | $819,617 | |
| 8 | UBS |
UBS Group AG
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|
16,362 | $810,900 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,900 | 16,362 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $760,380 | 19,462 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $316,621 | 6,837 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $296,963 | 7,243 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $262,003 | 7,747 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||