Cambridge Investment Research Advisors, Inc.
Position in UBS — UBS Group AG
CIK 1419186
FAIRFIELD, IA
Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,076,492
+$216,952 QoQ
Shares Held
21,721
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. UBS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
10,732 | $1,896,344 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,492 | 21,721 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $859,540 | 22,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $988,857 | 21,353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $935,989 | 22,829 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $716,848 | 21,196 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $629,109 | 20,539 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $646,028 | 21,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $669,448 | 21,658 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $602,379 | 20,392 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $612,833 | 19,949 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $600,294 | 19,427 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $493,419 | 20,017 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $424,149 | 20,925 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $478,250 | 22,411 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $420,149 | 22,504 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $351,838 | 24,248 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $420,454 | 25,922 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $483,146 | 24,726 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $416,621 | 23,314 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $365,312 | 22,918 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $327,278 | 21,335 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $340,495 | 21,925 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $295,373 | 20,904 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $283,009 | 25,382 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $251,756 | 21,816 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $203,025 | 21,925 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||