Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$444,404
+$85,937 QoQ
Shares Held
8,967
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#422
of 758 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. UBS ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,404 | 8,967 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $358,467 | 9,175 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $424,894 | 9,175 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $46,043 | 1,123 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $49,926 | 1,630 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $49,876 | 1,645 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $50,383 | 1,630 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $48,297 | 1,635 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $51,025 | 1,661 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||