Position in UBS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$238,880,348
-$25,280,876 QoQ
Shares Held
6,114,163
+7.2% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $1,399,533,895 across 11 Banks - Diversified names. UBS ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,012,100 | $591,879,336 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,508,608 | $279,320,282 | |
| 3 | UBS |
UBS Group AG
This page
|
6,114,163 | $238,880,348 | |
| 4 | BAC |
Bank Of America Corp /De/
|
4,388,492 | $213,938,985 | |
| 5 | C |
Citigroup Inc
|
516,516 | $58,578,079 | |
| 6 | RY |
Royal Bank Of Canada
|
86,736 | $14,032,150 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
17,040 | $2,021,455 | |
| 8 | TD |
Toronto Dominion Bank
|
5,055 | $471,682 |
All Filings in UBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,880,348 | 6,114,163 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,161,224 | 5,704,194 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $185,625,491 | 4,527,451 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $184,094,266 | 5,443,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $138,044,907 | 4,506,853 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $132,675,438 | 4,375,839 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,062,351 | 616,705 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,426,567 | 488,374 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,126,069 | 459,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,747,435 | 315,451 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $3,191,939 | 178,620 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,873,025 | 180,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,528,905 | 230,046 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,479,822 | 224,071 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,258,004 | 301,345 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $2,505,193 | 224,681 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,615,898 | 226,681 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,187,962 | 236,281 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||