Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,635,990
+$9,096,393 QoQ
Shares Held
416,384
+41.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,891,186,713 across 19 Banks - Diversified names. UBS ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,975,997 | $2,610,783,097 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,976,270 | $397,507,864 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,214,004 | $265,605,289 | |
| 4 | C |
Citigroup Inc
|
1,260,451 | $176,412,721 | |
| 5 | TD |
Toronto Dominion Bank
|
629,309 | $76,416,991 | |
| 6 | RY |
Royal Bank Of Canada
|
364,198 | $75,378,060 | |
| 7 | BNS |
Bank Of Nova Scotia
|
642,680 | $55,810,331 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
480,915 | $55,305,225 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,635,990 | 416,384 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,539,597 | 295,357 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,536,988 | 205,938 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,839,979 | 191,219 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,152,195 | 181,910 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $4,848,207 | 158,283 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,529,002 | 182,355 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,652,171 | 182,859 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,576,854 | 696,576 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $7,234,344 | 235,493 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $7,245,988 | 234,498 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $4,397,560 | 178,400 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,527,242 | 174,013 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,477,847 | 397,275 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $52,107,708 | 2,790,986 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,704,600 | 3,632,295 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $68,624,013 | 4,230,827 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $79,423,748 | 4,064,675 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $101,030,241 | 5,653,623 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $91,407,146 | 5,734,451 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $88,808,765 | 5,789,359 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $88,032,004 | 5,668,513 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $69,988,897 | 4,953,213 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $57,124,436 | 5,123,268 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $68,942,219 | 5,974,196 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $56,583,051 | 6,110,481 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||