Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,849,080
+$19,115,141 QoQ
Shares Held
533,634
+1325.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 46.36848476671276.ToString("F0")%
Shared 0.ToString("F0")%
None 53.63151523328723.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $494,710,878 across 15 Banks - Diversified names. UBS ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,960,719 | $182,954,689 | |
| 2 | BNS |
Bank Of Nova Scotia
|
1,213,514 | $84,108,655 | |
| 3 | C |
Citigroup Inc
|
530,716 | $60,188,501 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,171,858 | $57,128,077 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
96,697 | $28,444,389 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
157,356 | $21,296,561 | |
| 7 | UBS |
UBS Group AG
This page
|
533,634 | $20,849,080 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
605,595 | $13,117,187 |
All Filings in UBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,849,080 | 533,634 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,733,939 | 37,442 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,463 | 6,743 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $6,147,597 | 198,887 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,515,035 | 254,402 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,789,713 | 872,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,800,223 | 996,771 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,227,950 | 414,927 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,880,819 | 1,967,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $94,386,051 | 4,422,964 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $108,527,328 | 5,812,926 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $96,142,128 | 6,625,922 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $80,705,156 | 4,975,657 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,841,446 | 1,629,552 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $504,970 | 28,258 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $3,862,197 | 251,773 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,708,734 | 753,943 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,143,625 | 80,936 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||