Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$336,908
+$63,497 QoQ
Shares Held
6,798
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#465
of 758 holders
Holding Since
Sep 2022
10 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, 2026Columbia Asset Management holds $16,773,150 across 6 Banks - Diversified names. UBS ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,797 | $10,408,112 | |
| 2 | C |
Citigroup Inc
|
22,127 | $3,096,894 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,097 | $1,604,737 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,468 | $824,386 | |
| 5 | TD |
Toronto Dominion Bank
|
4,135 | $502,113 | |
| 6 | UBS |
UBS Group AG
This page
|
6,798 | $336,908 |
All Filings in UBS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,908 | 6,798 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $273,411 | 6,998 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $321,206 | 6,936 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $284,376 | 6,936 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $266,704 | 7,886 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $261,947 | 8,552 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $259,296 | 8,552 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $264,342 | 8,552 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $244,236 | 8,268 | Shares | Sole | 2024-08-05 | |
| 2022-09-30 | $3,946 | 272 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||