Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,608,048
+$16,553,219 QoQ
Shares Held
2,130,913
-6.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#67
of 761 holders
Holding Since
Mar 2021
22 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, 2026Korea Investment CORP holds $1,976,107,595 across 11 Banks - Diversified names. UBS ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,633,730 | $534,768,840 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,596,968 | $297,253,435 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,915,142 | $223,084,791 | |
| 4 | C |
Citigroup Inc
|
1,283,736 | $179,671,690 | |
| 5 | RY |
Royal Bank Of Canada
|
847,778 | $175,464,612 | |
| 6 | TD |
Toronto Dominion Bank
|
1,098,647 | $133,408,705 | |
| 7 | UBS |
UBS Group AG
This page
|
2,130,913 | $105,608,048 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
687,043 | $99,353,288 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,608,048 | 2,130,913 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $89,054,829 | 2,279,366 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $112,125,355 | 2,421,191 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,873,338 | 1,728,618 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,999,612 | 1,803,655 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $70,781,856 | 2,310,867 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $79,921,609 | 2,635,937 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $100,444,270 | 3,249,572 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $113,029,551 | 3,826,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $122,787,993 | 3,997,005 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $122,000,152 | 3,948,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $91,886,695 | 3,727,655 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $79,358,712 | 3,915,082 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $94,069,088 | 4,408,111 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $96,808,412 | 5,185,239 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $84,096,027 | 5,795,729 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $91,061,221 | 5,614,132 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $103,317,710 | 5,287,498 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $72,558,114 | 4,060,331 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $52,362,629 | 3,284,983 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $54,554,777 | 3,556,374 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $55,008,145 | 3,542,057 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||