Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,165,442
+$3,789,812 QoQ
Shares Held
245,469
+14.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#143
of 757 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 19%
Shared 22%
None 59%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. UBS ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,130,829 | $697,484,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,215,750 | $240,213,433 | |
| 3 | C |
Citigroup Inc
|
1,099,020 | $153,818,838 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,224,833 | $101,220,197 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
147,683 | $21,356,437 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
748,920 | $14,896,017 | |
| 7 | SAN |
Banco Santander, S.A.
|
975,491 | $13,461,775 | |
| 8 | UBS |
UBS Group AG
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|
245,469 | $12,165,442 |
All Filings in UBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,165,442 | 245,469 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,375,630 | 214,375 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,399,827 | 159,789 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,750,158 | 164,638 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,657,240 | 167,275 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,300,092 | 173,036 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,784,043 | 91,822 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,986,771 | 128,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,614,142 | 88,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,266,762 | 138,892 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,338,635 | 75,684 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,263,928 | 51,275 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $719,199 | 35,481 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $563,119 | 26,388 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $364,569 | 19,527 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $241,576 | 16,649 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,861 | 14,788 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||