Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,811,164
+$677,477 QoQ
Shares Held
76,900
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $582,611,600 across 18 Banks - Diversified names. UBS ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,170,524 | $383,147,620 | |
| 2 | C |
Citigroup Inc
|
637,555 | $89,232,197 | |
| 3 | BAC |
Bank Of America Corp /De/
|
728,081 | $41,486,055 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
231,363 | $19,119,838 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
91,513 | $13,233,694 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
74,546 | $7,088,579 | |
| 7 | RY |
Royal Bank Of Canada
|
28,086 | $5,812,959 | |
| 8 | TD |
Toronto Dominion Bank
|
43,566 | $5,290,219 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,811,164 | 76,900 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,133,687 | 80,207 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,266,800 | 70,542 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,688,903 | 65,583 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,140,941 | 63,304 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,666,578 | 54,410 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,244,332 | 41,040 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $922,230 | 29,836 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $857,398 | 29,025 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $776,079 | 25,263 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $922,952 | 29,869 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $784,436 | 31,823 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $626,403 | 30,903 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $780,830 | 36,590 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,107,523 | 59,321 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $884,282 | 60,943 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,672,333 | 288,060 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $5,419,868 | 277,373 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $292,549 | 16,371 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $234,987 | 14,742 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $174,615 | 11,383 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,322,697 | 278,345 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,855,073 | 272,829 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $71,906 | 6,449 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $82,441 | 7,144 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $38,503 | 4,158 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||