Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,162,720
+$4,689,473 QoQ
Shares Held
386,657
+4.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 758 holders
Holding Since
Mar 2022
6 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, 2026LAZARD ASSET MANAGEMENT LLC holds $1,627,201,552 across 17 Banks - Diversified names. UBS ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
10,817,203 | $616,364,226 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
1,619,440 | $234,187,216 | |
| 3 | C |
Citigroup Inc
|
1,470,723 | $205,842,391 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
478,470 | $156,617,583 | |
| 5 | SAN |
Banco Santander, S.A.
|
8,200,758 | $113,170,460 | |
| 6 | RY |
Royal Bank Of Canada
|
469,423 | $97,156,478 | |
| 7 | TD |
Toronto Dominion Bank
|
593,563 | $72,076,355 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
420,313 | $34,734,666 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,162,720 | 386,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,473,247 | 370,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,670,387 | 295,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,898,005 | 265,805 | Shares | Sole | 2025-11-14 | |
| 2022-06-30 | $5,466 | 337 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,584 | 337 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||