Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,578,656
+$621,445 QoQ
Shares Held
52,031
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#243
of 758 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIM, LLC holds $5,410,387 across 2 Banks - Diversified names. UBS ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,651 | $2,831,731 | |
| 2 | UBS |
UBS Group AG
This page
|
52,031 | $2,578,656 |
All Filings in UBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,578,656 | 52,031 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,957,211 | 50,095 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,304,524 | 49,763 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,273,696 | 55,456 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||