Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$285,366
+$60,401 QoQ
Shares Held
5,758
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#499
of 761 holders
Holding Since
Sep 2025
4 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, 2026PICTET BANK & TRUST Ltd holds $2,586,724 across 2 Banks - Diversified names. UBS ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
27,848 | $2,301,358 | |
| 2 | UBS |
UBS Group AG
This page
|
5,758 | $285,366 |
All Filings in UBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,366 | 5,758 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $224,965 | 5,758 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $266,652 | 5,758 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $236,078 | 5,758 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||