Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,623,197
+$7,779,099 QoQ
Shares Held
456,481
+20.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#117
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. UBS ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,623,197 | 456,481 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,844,098 | 379,936 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,535,771 | 357,067 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,258,047 | 323,367 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,763,099 | 259,110 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,140,787 | 298,426 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,081,855 | 266,552 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,233,248 | 234,010 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,193,700 | 209,672 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,853,326 | 190,538 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,254,204 | 170,039 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,042,476 | 163,995 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,926,096 | 144,356 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,337,775 | 109,549 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,869,408 | 100,129 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $939,798 | 64,769 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $642,603 | 39,618 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $768,312 | 39,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $622,572 | 34,839 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $453,572 | 28,455 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $284,541 | 18,549 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $368,387 | 23,721 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $311,128 | 22,019 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $225,564 | 20,230 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $181,443 | 15,723 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $403,124 | 43,534 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||