Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$83,579,520
+$24,838,166 QoQ
Shares Held
1,686,431
+12.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#74
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. UBS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
This page
|
1,686,431 | $83,579,520 |
All Filings in UBS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,579,520 | 1,686,431 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $58,741,354 | 1,503,490 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $65,435,381 | 1,412,986 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $64,648,103 | 1,576,783 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $55,069,376 | 1,628,308 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $52,574,067 | 1,716,424 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $50,908,280 | 1,679,033 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,697,408 | 1,704,866 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $52,208,730 | 1,767,391 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $56,319,805 | 1,833,327 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $60,248,881 | 1,949,802 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,764,000 | 801,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,328,459 | 1,101,552 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $98,565,725 | 4,618,825 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,703,338 | 1,269,595 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,323,460 | 1,400,652 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,752,118 | 1,402,720 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,806,338 | 1,423,047 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,406,718 | 1,533,672 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,367,498 | 1,215,025 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $18,093,453 | 1,179,495 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $18,038,576 | 1,161,531 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,601,461 | 1,033,366 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,234,754 | 738,543 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,659,535 | 750,393 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,478,610 | 699,634 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||