Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$720,875,227
-$197,107,476 QoQ
Shares Held
14,545,505
-38.1% QoQ
Ownership
0.475%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#23
of 758 holders
Holding Since
Mar 2023
14 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, 2026Capital World Investors holds $17,516,982,491 across 11 Banks - Diversified names. UBS ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
115,849,982 | $6,601,131,974 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
14,473,602 | $4,737,644,142 | |
| 3 | C |
Citigroup Inc
|
33,626,421 | $4,706,353,883 | |
| 4 | UBS |
UBS Group AG
This page
|
14,545,505 | $720,875,227 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,518,425 | $621,322,642 | |
| 6 | RY |
Royal Bank Of Canada
|
481,466 | $99,649,018 | |
| 7 | TD |
Toronto Dominion Bank
|
82,501 | $10,018,096 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
291,002 | $7,292,510 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,875,227 | 14,545,505 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $917,982,703 | 23,495,846 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,731,962,787 | 37,399,326 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,531,083,664 | 37,343,504 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,249,893,856 | 36,957,240 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,157,834,032 | 37,800,654 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,134,841,458 | 37,428,808 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,217,181,058 | 39,378,229 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,160,026,169 | 39,269,674 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,173,739,438 | 38,207,664 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,145,148,685 | 37,059,828 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $826,680,221 | 33,536,723 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $366,011,477 | 18,056,807 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $131,385,194 | 6,156,757 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||