Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,132,049
-$434,814 QoQ
Shares Held
22,842
-43.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 757 holders
Holding Since
Mar 2020
19 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, 2026BROWN BROTHERS HARRIMAN & CO holds $233,549,255 across 18 Banks - Diversified names. UBS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
583,009 | $190,836,335 | |
| 2 | BAC |
Bank Of America Corp /De/
|
333,678 | $19,012,972 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,502 | $7,396,445 | |
| 4 | C |
Citigroup Inc
|
52,837 | $7,395,066 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,306 | $3,514,890 | |
| 6 | RY |
Royal Bank Of Canada
|
6,348 | $1,313,845 | |
| 7 | UBS |
UBS Group AG
This page
|
22,842 | $1,132,049 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,447 | $609,084 |
All Filings in UBS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,049 | 22,842 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,566,863 | 40,104 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $773,886 | 16,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $632,589 | 15,429 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $521,808 | 15,429 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $466,494 | 15,230 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $461,773 | 15,230 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,109 | 230 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,794 | 230 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,065 | 230 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,615 | 117 | Shares | Sole | 2024-02-12 | |
| 2022-09-30 | $11,172 | 770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,898 | 3,138 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $61,316 | 3,138 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,076 | 3,138 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,019 | 3,138 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $48,136 | 3,138 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $45,735 | 2,945 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $5,130 | 554 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||