Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$80,029,983
+$18,349,745 QoQ
Shares Held
1,614,810
+2.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#79
of 758 holders
Holding Since
Mar 2026
2 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, 2026Vanguard Investments Australia, Ltd. holds $1,341,579,727 across 11 Banks - Diversified names. UBS ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,145,561 | $374,976,482 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,462,298 | $197,281,740 | |
| 3 | RY |
Royal Bank Of Canada
|
711,236 | $147,204,514 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,467,990 | $121,314,693 | |
| 5 | C |
Citigroup Inc
|
742,098 | $103,864,036 | |
| 6 | TD |
Toronto Dominion Bank
|
790,542 | $95,995,515 | |
| 7 | UBS |
UBS Group AG
This page
|
1,614,810 | $80,029,983 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
351,288 | $62,072,589 |
All Filings in UBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,029,983 | 1,614,810 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $61,680,238 | 1,578,711 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||