FDx Advisors, Inc.

Position in UBS — UBS Group AG

CIK 1566601 BERWYN, PA

Position in UBS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$584,659

+$114,608 QoQ

Shares Held

11,797

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#383

of 758 holders

Holding Since

Mar 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

FDx Advisors, Inc. holds $2,364,351 across 5 Banks - Diversified names. UBS ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,096	$686,083
2	UBS	UBS Group AG This page	11,797	$584,659
3	BAC	Bank Of America Corp /De/	8,215	$468,090
4	BNY	Bank of New York Mellon Corp	2,687	$388,567
5	C	Citigroup Inc	1,693	$236,952

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,659	11,797	-1.9%	Shares	Sole	2026-08-04
2026-03-31	$470,051	12,031	-2.2%	Shares	Sole	2026-05-01
2025-09-30	$504,341	12,301	-6.5%	Shares	Sole	2025-11-04
2025-06-30	$444,969	13,157	-1.7%	Shares	Sole	2025-08-07
2025-03-31	$409,798	13,379	-3.2%	Shares	Sole	2025-05-01
2024-12-31	$419,052	13,821	-5.5%	Shares	Sole	2025-02-03
2024-09-30	$451,904	14,620	-5.4%	Shares	Sole	2024-11-04
2024-06-30	$456,599	15,457	-4.5%	Shares	Sole	2024-08-02
2024-03-31	$497,080	16,181	-2.5%	Shares	Sole	2024-05-03
2023-12-31	$512,909	16,599	+35.3%	Shares	Sole	2024-02-13
2023-03-31	$229	12,272	0.0%	Shares	Sole	2023-05-22
2022-12-31	$229,118	12,272	-14.6%	Shares	Sole	2023-02-10
2022-09-30	$208,508	14,370	+2.2%	Shares	Sole	2022-11-10
2022-06-30	$228,085	14,062	-5.7%	Shares	Sole	2022-08-03
2022-03-31	$291,341	14,910	-44.7%	Shares	Sole	2022-05-03
2021-12-31	$482,204	26,984	-2.6%	Shares	Sole	2022-02-01
2021-09-30	$441,617	27,705	+10.3%	Shares	Sole	2021-10-08
2021-06-30	$385,310	25,118	+5.8%	Shares	Sole	2021-08-05
2021-03-31	$368,604	23,735	+21.0%	Shares	Sole	2021-04-14
2020-12-31	$277,145	19,614	-10.7%	Shares	Sole	2021-02-08
2020-09-30	$244,976	21,971	+1.1%	Shares	Sole	2020-11-12
2020-06-30	$250,764	21,730	+115.9%	Shares	Sole	2020-07-22
2020-03-31	$93,192	10,064	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.