Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,495,413
+$6,149,562 QoQ
Shares Held
574,968
+0.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#111
of 761 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiera Capital Corp holds $1,850,008,010 across 13 Banks - Diversified names. UBS ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
3,872,821 | $801,557,762 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
3,214,287 | $567,964,512 | |
| 3 | TD |
Toronto Dominion Bank
|
2,642,663 | $320,898,568 | |
| 4 | C |
Citigroup Inc
|
390,363 | $54,635,204 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
254,100 | $36,745,400 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
271,571 | $31,230,665 | |
| 7 | UBS |
UBS Group AG
This page
|
574,968 | $28,495,413 | |
| 8 | BNS |
Bank Of Nova Scotia
|
40,106 | $3,482,805 |
All Filings in UBS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,495,413 | 574,968 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,345,851 | 571,944 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $26,515,299 | 572,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,926,808 | 315,288 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,552,570 | 252,885 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,646,433 | 216,991 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $4,789,923 | 157,979 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,446,464 | 111,500 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $1,815,498 | 61,459 | Shares | Other | 2024-10-31 | |
| 2024-03-31 | $1,340,159 | 43,625 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $288,914 | 9,350 | Shares | Sole | 2024-08-22 | |
| 2023-09-30 | $351,212 | 14,248 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||