Position in UBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,565,907
+$1,592,765 QoQ
Shares Held
132,484
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#25
of 236 holders
Holding Since
Mar 2020
26 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. UBS ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
This page
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in UBS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,565,907 | 132,484 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,973,142 | 127,288 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,122,248 | 45,827 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,268,540 | 30,940 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $650,189 | 19,225 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $469,098 | 15,315 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $451,222 | 14,882 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $494,219 | 15,989 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $476,509 | 16,131 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $495,452 | 16,128 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $556,385 | 18,006 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $495,662 | 20,108 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $400,737 | 19,770 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $430,769 | 20,186 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $424,275 | 22,725 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $343,393 | 23,666 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $394,064 | 24,295 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $477,108 | 24,417 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $455,220 | 25,474 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $476,717 | 29,907 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $478,178 | 31,172 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $467,282 | 30,089 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $582,735 | 41,241 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $505,819 | 45,365 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $625,375 | 54,192 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,071,557 | 115,719 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||