Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,859,518
+$44,010,438 QoQ
Shares Held
1,308,707
+145.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#82
of 761 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $627,665,219 across 14 Banks - Diversified names. UBS ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,731,101 | $210,207,594 | |
| 2 | BNS |
Bank Of Nova Scotia
|
1,381,602 | $119,978,317 | |
| 3 | UBS |
UBS Group AG
This page
|
1,308,707 | $64,859,518 | |
| 4 | C |
Citigroup Inc
|
460,213 | $64,411,411 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,042,673 | $59,411,507 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
91,856 | $30,067,224 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
120,054 | $21,213,541 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
204,634 | $16,910,953 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,859,518 | 1,308,707 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||