Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,872,705
+$71,811,832 QoQ
Shares Held
6,575,317
+1.1% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#34
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $15,817,761,883 across 19 Banks - Diversified names. UBS ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,642,804 | $7,084,339,018 | |
| 2 | C |
Citigroup Inc
|
23,182,352 | $3,244,601,973 | |
| 3 | BAC |
Bank Of America Corp /De/
|
40,609,919 | $2,313,953,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,516,494 | $1,364,923,055 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,406,841 | $492,663,272 | |
| 6 | UBS |
UBS Group AG
This page
|
6,575,317 | $325,872,705 | |
| 7 | RY |
Royal Bank Of Canada
|
1,358,029 | $281,071,256 | |
| 8 | TD |
Toronto Dominion Bank
|
1,670,919 | $202,899,690 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,872,705 | 6,575,317 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $254,060,873 | 6,502,710 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $312,536,552 | 6,748,792 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $318,641,340 | 7,771,740 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $278,920,738 | 8,247,213 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $260,038,066 | 8,489,653 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $260,489,907 | 8,591,356 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $277,064,005 | 8,963,572 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $269,401,074 | 9,119,874 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $291,466,315 | 9,487,836 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $309,301,548 | 10,009,759 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $173,077,331 | 7,021,393 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $140,219,544 | 6,917,590 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $146,611,664 | 6,870,275 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $129,370,156 | 6,929,307 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $102,901,710 | 7,091,779 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,563,132 | 7,124,731 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $135,489,320 | 6,933,947 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $127,231,069 | 7,119,814 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $119,941,592 | 7,524,567 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $119,383,821 | 7,782,518 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $131,455,466 | 8,464,615 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $118,460,517 | 8,383,618 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $96,233,371 | 8,630,796 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $88,744,350 | 7,690,152 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $70,324,149 | 7,594,401 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||