Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$593,877
+$125,702 QoQ
Shares Held
11,983
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#378
of 758 holders
Holding Since
Jun 2020
20 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, 2026LEUTHOLD GROUP, LLC holds $50,643,207 across 9 Banks - Diversified names. UBS ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
80,600 | $11,280,776 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
31,099 | $10,179,635 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
83,342 | $9,584,330 | |
| 4 | BAC |
Bank Of America Corp /De/
|
156,480 | $8,916,230 | |
| 5 | BCS |
Barclays PLC
|
316,950 | $8,513,277 | |
| 6 | SAN |
Banco Santander, S.A.
|
67,213 | $927,539 | |
| 7 | UBS |
UBS Group AG
This page
|
11,983 | $593,877 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
4,368 | $360,971 |
All Filings in UBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,877 | 11,983 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $468,175 | 11,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $571,511 | 12,341 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $505,243 | 12,323 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $416,763 | 12,323 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $377,453 | 12,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $386,337 | 12,742 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $403,591 | 13,057 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $395,363 | 13,384 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,004 | 7,715 | Shares | Sole | 2024-05-06 | |
| 2022-09-30 | $2,544,183 | 175,340 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,025,576 | 248,186 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,944,690 | 406,586 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,293,354 | 408,134 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,662,760 | 417,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,392,883 | 416,746 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,590,916 | 424,399 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,534,361 | 462,446 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,449,563 | 399,064 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,640,118 | 402,090 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||