Private Advisor Group, LLC

Position in UBS — UBS Group AG

CIK 1567755 MORRISTOWN, NJ

Position in UBS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$553,882

-$470,533 QoQ

Shares Held

11,176

-57.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 758 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Advisor Group, LLC holds $172,226,581 across 11 Banks - Diversified names. UBS ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	306,392	$100,291,292
2	BAC	Bank Of America Corp /De/	521,625	$29,722,192
3	C	Citigroup Inc	134,648	$18,845,334
4	WFC	Wells Fargo & Company/Mn	161,172	$13,319,254
5	BNY	Bank of New York Mellon Corp	38,959	$5,633,860
6	TD	Toronto Dominion Bank	15,729	$1,909,972
7	HSBC	Hsbc Holdings PLC	7,866	$747,977
8	RY	Royal Bank Of Canada	2,767	$572,685

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,882	11,176	-57.4%	Shares	Sole	2026-07-27
2026-03-31	$1,024,415	26,220	+3.2%	Shares	Sole	2026-04-27
2025-12-31	$1,176,227	25,399	+18.2%	Shares	Sole	2026-02-17
2025-09-30	$881,213	21,493	+6.5%	Shares	Sole	2025-11-13
2025-06-30	$682,250	20,173	-17.0%	Shares	Sole	2025-08-11
2025-03-31	$744,217	24,297	-29.0%	Shares	Sole	2025-05-05
2024-12-31	$1,036,883	34,198	-2.2%	Shares	Sole	2025-02-03
2024-09-30	$1,080,675	34,962	+2.4%	Shares	Sole	2024-10-22
2024-06-30	$1,008,643	34,145	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$1,053,788	34,303	-12.1%	Shares	Sole	2024-04-30
2023-12-31	$1,206,027	39,030	+3.9%	Shares	Sole	2024-02-06
2023-09-30	$926,199	37,574	+1.5%	Shares	Sole	2023-11-03
2023-06-30	$750,294	37,015	-6.7%	Shares	Sole	2023-08-10
2023-03-31	$846,707	39,677	-3.4%	Shares	Sole	2023-05-10
2022-12-31	$766,664	41,064	+17.2%	Shares	Sole	2023-01-18
2022-09-30	$508,430	35,040	-29.1%	Shares	Sole	2022-10-14
2022-06-30	$801,089	49,389	-22.2%	Shares	Sole	2022-07-13
2022-03-31	$1,240,848	63,503	-14.7%	Shares	Sole	2022-05-12
2021-12-31	$1,331,118	74,489	-45.8%	Shares	Sole	2022-02-10
2021-09-30	$2,190,857	137,444	+102.4%	Shares	Sole	2021-10-14
2021-06-30	$1,041,862	67,918	+12.7%	Shares	Sole	2021-08-12
2021-03-31	$936,303	60,290	+170.1%	Shares	Sole	2021-04-22
2020-12-31	$315,423	22,323	+170.2%	Shares	Sole	2021-04-01
2020-06-30	$95,355	8,263	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.