Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,027
-$334,973 QoQ
Shares Held
4,823
-65.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#538
of 758 holders
Holding Since
Jun 2024
6 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $549,965,508 across 6 Banks - Diversified names. UBS ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
1,181,972 | $165,428,800 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,764,670 | $145,832,328 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
364,639 | $119,357,282 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,610,070 | $91,741,787 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
189,242 | $27,366,284 | |
| 6 | UBS |
UBS Group AG
This page
|
4,823 | $239,027 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,027 | 4,823 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $574,000 | 14,000 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $12,353,465 | 365,271 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $424,480 | 14,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $432,740 | 14,000 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $413,560 | 14,000 | Shares | Other | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||