Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$80,801,583
+$23,359,385 QoQ
Shares Held
1,630,379
+10.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#78
of 758 holders
Holding Since
Mar 2023
14 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, 2026ABN AMRO Bank N.V. holds $368,656,342 across 6 Banks - Diversified names. UBS ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
435,428 | $142,528,647 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,181,306 | $124,290,815 | |
| 3 | UBS |
UBS Group AG
This page
|
1,630,379 | $80,801,583 | |
| 4 | C |
Citigroup Inc
|
132,478 | $18,541,620 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14,920 | $2,157,581 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,067 | $336,096 |
All Filings in UBS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,801,583 | 1,630,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $57,442,198 | 1,470,238 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $87,566,930 | 1,890,886 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $72,419,448 | 1,766,328 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $53,150,294 | 1,571,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,451,589 | 1,516,539 | Shares | Sole | 2025-08-28 | |
| 2024-12-31 | $45,456,926 | 1,499,239 | Shares | Sole | 2025-08-28 | |
| 2024-09-30 | $45,646,837 | 1,476,766 | Shares | Sole | 2025-08-28 | |
| 2024-06-30 | $835,982 | 28,300 | Shares | Sole | 2025-08-28 | |
| 2024-03-31 | $869,376 | 28,300 | Shares | Sole | 2025-08-28 | |
| 2023-12-31 | $874,470 | 28,300 | Shares | Sole | 2025-08-28 | |
| 2023-09-30 | $854,960 | 34,684 | Shares | Sole | 2025-08-28 | |
| 2023-06-30 | $573,641 | 28,300 | Shares | Sole | 2025-08-28 | |
| 2023-03-31 | $640,754 | 30,026 | Shares | Sole | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||