West Family Investments, Inc.

Position in UBS — UBS Group AG

CIK 1568303 CARLSBAD, CA

Position in UBS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$476,073

+$258,922 QoQ

Shares Held

9,606

+72.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#409

of 758 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. UBS ranks #11 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,256	$2,702,436
2	HSBC	Hsbc Holdings PLC	12,240	$1,163,901
3	RY	Royal Bank Of Canada	5,078	$1,050,993
4	BAC	Bank Of America Corp /De/	17,738	$1,010,711
5	SAN	Banco Santander, S.A.	66,897	$923,178
6	C	Citigroup Inc	6,429	$899,802
7	MUFG	Mitsubishi Ufj Financial Group Inc	43,037	$856,005
8	WFC	Wells Fargo & Company/Mn	10,007	$826,978

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,073	9,606	+72.8%	Shares	Sole	2026-08-10
2026-03-31	$217,151	5,558	-42.7%	Shares	Sole	2026-05-07
2025-12-31	$448,975	9,695	+10.3%	Shares	Sole	2026-02-11
2025-09-30	$360,267	8,787	+29.0%	Shares	Sole	2025-11-12
2025-06-30	$230,314	6,810	-28.6%	Shares	Sole	2025-08-13
2025-03-31	$292,026	9,534	-29.1%	Shares	Sole	2025-05-02
2024-12-31	$407,531	13,441	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$418,428	13,537	-41.4%	Shares	Sole	2024-11-08
2022-06-30	$374,373	23,081	-5.0%	Shares	Sole	2022-08-12
2022-03-31	$474,626	24,290	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$430,041	24,065	-5.9%	Shares	Sole	2022-02-15
2021-09-30	$407,601	25,571	+3.8%	Shares	Sole	2022-02-15
2021-06-30	$377,962	24,639	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.