Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,579,889
+$1,201,858 QoQ
Shares Held
92,411
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#202
of 758 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Metis Global Partners, LLC holds $93,808,587 across 11 Banks - Diversified names. UBS ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,375 | $36,129,048 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,779 | $13,890,527 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,608 | $8,975,365 | |
| 4 | C |
Citigroup Inc
|
55,686 | $7,793,812 | |
| 5 | RY |
Royal Bank Of Canada
|
32,281 | $6,681,198 | |
| 6 | TD |
Toronto Dominion Bank
|
39,332 | $4,776,084 | |
| 7 | UBS |
UBS Group AG
This page
|
92,411 | $4,579,889 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
31,141 | $4,503,300 |
All Filings in UBS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,579,889 | 92,411 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,378,031 | 86,461 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,533,008 | 97,884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,492,165 | 109,565 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,595,505 | 106,313 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,016,442 | 98,480 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,166,954 | 104,451 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,061,975 | 99,061 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,075,527 | 104,114 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,128,401 | 101,836 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,783,859 | 122,455 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,706,274 | 109,788 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,519,358 | 124,290 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,798,698 | 131,148 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,825,611 | 151,345 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,060,245 | 141,988 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,498,545 | 154,041 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,654,275 | 84,661 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $323,196 | 18,086 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||