Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,129,769
+$320,942 QoQ
Shares Held
22,796
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#315
of 758 holders
Holding Since
Jun 2020
24 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, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. UBS ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
This page
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,370 | $415,543 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,769 | 22,796 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $808,827 | 20,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,217,999 | 26,301 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $909,555 | 26,894 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $823,763 | 26,894 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $815,426 | 26,894 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $937,129 | 30,318 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $963,653 | 32,622 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,025,034 | 33,367 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,060,055 | 34,306 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $731,464 | 29,674 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $564,641 | 27,856 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $594,447 | 27,856 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $522,834 | 28,004 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $733,959 | 50,583 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $820,456 | 50,583 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $988,391 | 50,583 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $882,903 | 49,407 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $819,252 | 51,396 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $778,397 | 50,743 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $788,038 | 50,743 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $801,835 | 56,747 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $729,210 | 65,400 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $98,447 | 8,531 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||