Clearbridge Investments, LLC

Position in UBS — UBS Group AG

CIK 1348883 NEW YORK, NY

Position in UBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$163,303,669

+$157,921,699 QoQ

Shares Held

3,295,070

+2292.0% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#55

of 757 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Clearbridge Investments, LLC holds $3,435,601,536 across 15 Banks - Diversified names. UBS ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,174,142	$1,366,321,900
2	BAC	Bank Of America Corp /De/	12,003,595	$683,964,843
3	RY	Royal Bank Of Canada	1,262,862	$261,374,548
4	TD	Toronto Dominion Bank	1,746,571	$212,086,115
5	BMO	Bank Of Montreal /Can/	1,153,825	$203,880,877
6	UBS	UBS Group AG This page	3,295,070	$163,303,669
7	BNS	Bank Of Nova Scotia	1,813,747	$157,505,789
8	MUFG	Mitsubishi Ufj Financial Group Inc	5,723,173	$113,833,910

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,303,669	3,295,070	+2292.0%	Shares	Sole	2026-08-13
2026-03-31	$5,381,970	137,752	+2.4%	Shares	Sole	2026-05-13
2025-12-31	$6,232,260	134,577	-1.7%	Shares	Sole	2026-02-11
2025-09-30	$5,613,638	136,918	+1.4%	Shares	Sole	2025-11-13
2025-06-30	$4,565,395	134,991	-6.9%	Shares	Sole	2025-08-12
2025-03-31	$4,442,850	145,049	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$4,369,506	144,113	-12.0%	Shares	Sole	2025-02-12
2024-09-30	$5,060,368	163,713	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$4,602,745	155,814	-18.7%	Shares	Sole	2024-08-27
2024-03-31	$5,885,091	191,572	-0.7%	Shares	Sole	2024-05-13
2023-12-31	$5,959,930	192,878	-2.0%	Shares	Sole	2024-02-09
2023-09-30	$4,849,567	196,737	+1.2%	Shares	Sole	2023-11-13
2023-06-30	$3,940,609	194,406	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$4,136,694	193,847	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$3,754,331	201,089	-1.1%	Shares	Sole	2023-02-10
2022-09-30	$2,950,797	203,363	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$3,369,705	207,750	-5.2%	Shares	Sole	2022-08-11
2022-03-31	$4,281,096	219,094	+4.4%	Shares	Sole	2022-05-13
2021-12-31	$3,750,823	209,895	-4.3%	Shares	Sole	2022-02-11
2021-09-30	$3,496,614	219,361	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$3,431,113	223,671	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$3,455,238	222,488	+2.3%	Shares	Sole	2021-05-13
2020-12-31	$3,073,105	217,488	-8.2%	Shares	Sole	2021-02-10
2020-09-30	$2,642,605	237,005	-32.8%	Shares	Sole	2020-11-12
2020-06-30	$4,070,654	352,743	-17.5%	Shares	Defined	2020-08-14
2020-03-31	$3,957,557	427,382	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.