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Equibles

Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in UBS — UBS Group AG

CIK 1544599 ZURICH, V8
Back to UBS Full portfolio

Position in UBS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$277,586,154
+$38,705,806 QoQ
Shares Held
5,601,012
-8.4% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#39
of 763 holders
Holding Since
Mar 2020
19 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, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $1,535,924,494 across 11 Banks - Diversified names. UBS ranks #2 (18.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 1,931,799 $632,335,766
2 UBS
UBS Group AG
This page 		5,601,012 $277,586,154
3 WFC
Wells Fargo & Company/Mn
 3,345,666 $276,485,838
4 BAC
Bank Of America Corp /De/
 4,327,936 $246,605,793
5 C
Citigroup Inc
 504,803 $70,652,227
6 RY
Royal Bank Of Canada
 86,396 $17,881,380
7 BNY
Bank of New York Mellon Corp
 92,201 $13,333,186
8 TD
Toronto Dominion Bank
 3,877 $470,784

All Filings in UBS

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $277,586,154 5,601,012
2026-03-31 $238,880,348 6,114,163
2025-12-31 $264,161,224 5,704,194
2025-09-30 $185,625,491 4,527,451
2025-06-30 $184,094,266 5,443,355
2025-03-31 $139,033,337 4,539,123
2024-12-31 $132,675,438 4,375,839
2024-09-30 $19,062,351 616,705
2024-06-30 $14,426,567 488,374
2024-03-31 $14,126,069 459,833
2023-12-31 $9,747,435 315,451
2021-12-31 $3,191,939 178,620
2021-09-30 $2,873,025 180,240
2021-06-30 $3,528,905 230,046
2021-03-31 $3,479,822 224,071
2020-12-31 $4,258,004 301,345
2020-09-30 $2,505,193 224,681
2020-06-30 $2,615,898 226,681
2020-03-31 $2,187,962 236,281