Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$29,289
+$6,199 QoQ
Shares Held
591
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 758 holders
Holding Since
Sep 2024
8 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, 2026Clean Yield Group holds $1,084,845 across 8 Banks - Diversified names. UBS ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,347 | $768,243 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
916 | $132,462 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,568 | $129,579 | |
| 4 | UBS |
UBS Group AG
This page
|
591 | $29,289 | |
| 5 | RY |
Royal Bank Of Canada
|
39 | $8,071 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
339 | $6,742 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
250 | $5,895 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48 | $4,564 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,289 | 591 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,090 | 591 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $27,369 | 591 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,231 | 591 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,987 | 591 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $18,102 | 591 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,919 | 591 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $18,267 | 591 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||