Atria Investments, Inc

Position in UBS — UBS Group AG

CIK 1535865 Charlotte, NC

Position in UBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,359,700

+$1,004,636 QoQ

Shares Held

47,613

+37.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#253

of 758 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. UBS ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	209,540	$68,588,728
2	BAC	Bank Of America Corp /De/	367,152	$20,920,320
3	WFC	Wells Fargo & Company/Mn	236,946	$19,581,217
4	C	Citigroup Inc	127,726	$17,876,530
5	BNY	Bank of New York Mellon Corp	103,071	$14,905,097
6	MUFG	Mitsubishi Ufj Financial Group Inc	236,138	$4,696,784
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	119,181	$2,986,675
8	UBS	UBS Group AG This page	47,613	$2,359,700

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,359,700	47,613	+37.3%	Shares	Sole	2026-07-28
2026-03-31	$1,355,064	34,683	-15.6%	Shares	Sole	2026-05-05
2025-12-31	$1,902,646	41,085	+5.4%	Shares	Sole	2026-02-05
2025-09-30	$1,597,483	38,963	+2.1%	Shares	Sole	2025-11-06
2025-06-30	$1,290,503	38,158	-32.5%	Shares	Sole	2025-08-04
2025-03-31	$1,732,432	56,560	+18.3%	Shares	Sole	2025-05-06
2024-12-31	$1,449,811	47,817	-19.9%	Shares	Sole	2025-02-06
2024-09-30	$1,844,245	59,665	-14.1%	Shares	Sole	2024-11-01
2024-06-30	$2,052,380	69,478	+6.2%	Shares	Sole	2024-08-13
2024-03-31	$2,010,408	65,443	-11.0%	Shares	Sole	2024-05-21
2023-12-31	$2,272,787	73,553	+3.6%	Shares	Sole	2024-02-14
2023-09-30	$1,750,815	71,027	+5.3%	Shares	Sole	2023-11-07
2023-06-30	$1,367,819	67,480	+12.8%	Shares	Sole	2023-08-04
2023-03-31	$1,276,153	59,801	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.