Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,778,200
+$10,321,250 QoQ
Shares Held
762,272
+8.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#101
of 758 holders
Holding Since
Jun 2025
5 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, 2026GAM Holding AG holds $63,131,237 across 8 Banks - Diversified names. UBS ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
762,272 | $37,778,200 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,045 | $12,453,269 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,852 | $7,425,369 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,056 | $3,763,870 | |
| 5 | RY |
Royal Bank Of Canada
|
2,300 | $476,031 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,600 | $459,420 | |
| 7 | TD |
Toronto Dominion Bank
|
3,400 | $412,862 | |
| 8 | C |
Citigroup Inc
|
2,588 | $362,216 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,778,200 | 762,272 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,456,950 | 702,763 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $47,252,454 | 1,020,351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,785,579 | 872,819 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,052,834 | 859,043 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||